If you’re using Confluence to document client work, you’re probably running into one big issue: it’s made for teams and projects, not individual client relationships.
Whether you’re a coach, consultant, therapist, or advisor, keeping track of what was said in your last session — and what to do next — is hard to manage in a wiki.
Let’s compare Confluence and Proper, and why Proper might be a better fit for your work.
🧱 What is Confluence?
Confluence, by Atlassian, is a collaborative workspace and documentation tool. It’s powerful for organizing internal knowledge bases, procedures, and shared team docs.
But when you’re meeting clients regularly, you don’t need a wiki — you need a timeline.
With Confluence, every client requires:
- Custom pages and templates
- Manual linking between notes
- Separate to-do lists and reminders
- A lot of setup time
It can feel like overkill.
✅ What is Proper?
Proper is a lightweight tool built for professionals who meet 1-on-1 with clients. With Proper, every client has a structured, smart dossier that holds:
- Meeting notes and session recaps
- AI-generated summaries and action items
- Attached files (PDFs, docs, voice notes)
- Searchable timelines
- Exportable & shareable dossiers
It’s the client-focused version of Confluence, without the complexity.
🆚 Confluence vs Proper: How They Compare
| Feature | Confluence | Proper |
|---|---|---|
| Built for client meetings | ❌ Team collaboration focus | ✅ 1-on-1 client relationships |
| Session timeline tracking | ❌ Manual | ✅ Auto-structured per client |
| AI summaries and to-dos | ❌ Plugins required | ✅ Built-in |
| Setup time | ⏳ Medium–high | 🚀 Low — ready in minutes |
| Report & PDF export | ⚠️ Manual or styled pages | ✅ One-click PDF |
| Ease of use for solo professionals | ❌ Too heavy | ✅ Minimal, focused UX |
🙋 Why Proper Works Better Than Confluence for Client Work
Confluence is great for documenting processes.
But Proper helps you remember people — their goals, their progress, and what matters next.
It’s ideal for:
- Coaches running 1:1 sessions
- Therapists tracking weekly conversations
- Consultants needing to send reports or updates
No more templates. No more guessing where you wrote it down.
🚀 Try Proper — The Simpler Alternative to Confluence
If you’re looking for a lighter, smarter way to manage your client notes, give Proper a try.
✔️ Zero setup
✔️ Built for relationships
✔️ Free to start