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Client Portal

Your Clients.
On Track. Every Day.

Most employment and career programs still rely on emails, spreadsheets, and static documents to manage client action plans.

The result? More administrative work for counselors, limited visibility into progress, and a coaching experience that depends on clients waiting for their next appointment.

Client portal preview
Real-time progress cardShared action plans card
Stronger outcomes card

Kooana Changes That

Our secure Client Portal gives every client instant access to their personalized AI-generated action plan, recommended activities, and assigned tasks. Clients can monitor their progress, complete activities, and stay engaged between coaching sessions, while counselors can easily track participation and provide guidance when it's needed.

By transforming coaching from a one-way process into a collaborative experience, Kooana helps clients stay accountable, counselors spend less time on administrative follow-up, and organizations deliver a more engaging and measurable client experience.

Everything your clients need to succeed—right at their fingertips.

AI-Generated Action Plans

Personalized recommendations powered by AI to help clients focus on the right steps.

Task Management

Organize tasks, set priorities, and track progress with an intuitive Kanban board.

Progress Tracking

Real-time insights and scores keep clients motivated and aware of their progress.

Experience a Smarter Way to Manage Client Action Plans

Every task has a purpose. Clients can see what needs to be done, what's in progress, and what's already been completed—all in one intuitive workspace. This keeps clients engaged between coaching sessions while giving counselors greater visibility into progress.

Try it yourself. Move the cards between columns and open any task to see how Kooana helps clients stay organized, accountable, and focused on achieving their goals.

To Do

2

In Progress

2

Done

0

Completed

2
To Do
Normal

Develop design system knowledge

Create reusable Figma components and variants

Other23 Apr
To Do
Normal

Build case studies that show outcomes

Create detailed case studies with clear storytelling Include research findings

Assessment19 Jun
In Progress
Urgent

Perform Audit Designs for WCAG compliance

Study WCAG accessibility principles and contrast rules

Training17 Mar
In Progress
Normal

Increase coding skills for HTML

Practice creating responsive layouts using HTML

Employment07 Apr

No tasks

Completed
Urgent

Audit and Align Online Presence to Target Suitability

Conduct a systematic review of Jo Consilo's online presence and target fit

Other
Completed
Urgent

Complete resume

Client must have resume for EES meeting with employers

Other24 Apr

Better outcomes
for everyone.

For Clients

Clear direction, manageable tasks, and consistent progress toward their goals.

For Counselors

Save time with AI-generated plans and easily monitor client progress.

For Results

Keep clients engaged, accountable, and moving forward—every day.

Ready to give clients a better experience?

See how the Client Portal works alongside training, coaching, and program management.