JourneyLoop
02 · The Vault

Everything from your practice,
in one place that’s yours.

The secure home for sessions, transcripts, client relationships, consent records, and the second brain your Companion writes alongside you. Encrypted, yours to export, and never used to train any AI.

journeyloop.ai
Recent sessions list with client avatars and dates

The Vault is the substrate the whole loop runs on. Every recorded session, every transcript, every client relationship, every consent record, every line of methodology you’ve articulated — in one place, with you in control of who sees what.

The Companion is its primary interface, while the web admin is there for the moments you need to see things laid out yourself.

The data is yours — the Vault is just the service that hosts and structures it. If you ever stop your subscription, the Vault locks, but you can still export or delete anything you’ve put in, on your terms.

What it is

A secure place that grows with you.

Inside the Vault · 01

Every session, indexed and searchable.

Sessions arrive automatically via the meeting bot or land in the chat as a phone recording. Recordings, transcripts, and the analyses your Companion has run — sortable by client, by date, by theme.

journeyloop.ai
Sessions and calendar — your week and the indexed session table side by side
Inside the Vault · 02

A relationship, not a record.

Each client gets a profile that holds history, themes, milestones, behavioural patterns — all things your Companion writes alongside you, and all things you can edit, delete, or hide — coach-controlled and client-respectful.

journeyloop.ai
Client profile — relationship view with themes, history, and patterns
Inside the Vault · 03

Where the work continues, between sessions.

Your client’s home for their coaching journey — goals in plain language, the honest things they’re sitting with, the commitments they made, the milestone that’s coming. It refreshes itself after every captured session, so nothing’s there for you to maintain — you just keep coaching.

See the client portal
journeyloop.ai
Client portal — chat with your Companion, with session history in the sidebar and suggested reflection topics
Inside the Vault · 04

Consent, as an offering — not an ask.

Asking to record can feel like asking forgiveness in advance. So we wrote the conversation for you, leading with what your client actually gets — a private portal, recaps, reflection prompts. Seven unhurried screens, with versioning and a GDPR / CCPA / ICF-aligned audit trail. Coaches who use it land yes-rates around 80%.

Marco Lamina

In your vault, there is everything that you need as a coach, and it’s just in there, and it grows with you. After a few months — oh my god, all my information is in the vault and it’s safe.

Marco  ·  May 2026
Vault vs. AI notetakers

Built for coaching, not just transcription.

Otter, Fathom, and Zoom AI capture what was said. The Vault captures that — and turns each session into observations, goals, and feedback that grow across your whole practice.

Capture and transcription
Records virtual sessions
The Vault
Otter
Fathom
Zoom AI
Works across Zoom, Meet, Teams
The Vault
Otter
Fathom
Zoom AI
In-person and phone capture
The Vault
Otter
Fathom
Zoom AI
Transcripts, AI summary, and action items per session
The Vault
Otter
Fathom
Zoom AI
Search across past sessions
The Vault
Otter
Fathom
Zoom AI
Google Calendar integration with auto-recording
The Vault
Otter
Fathom
Zoom AI
Coaching intelligence
Auto-matches calendar attendees to your coaching clients
The Vault
Otter
Fathom
Zoom AI
Personalized prep emails before each session, for you and your client
The Vault
Otter
Fathom
Zoom AI
Coaching observations — outcomes, intentions, what they struggled with
The Vault
Otter
Fathom
Zoom AI
Feedback on your coaching practice, deepening over time
The Vault
Patterns across sessions and across clients
The Vault
Coaching goals you and your client edit together
The Vault
Otter
Fathom
Zoom AI
Client portal with sessions, goals, and action items
The Vault
Otter
Fathom
Zoom AI
Between-session AI reflection for your client
The Vault
Otter
Fathom
Zoom AI
Connects to other AI tools via MCP (Claude, ChatGPT)
The Vault
Fathom
Zoom AI

Start with the masterclass.
A free, live class every other Monday.

Marco and Michael host it live. You bring your curiosity, and you leave with a working prompt tool that reads your own sessions back to you.

Register for the masterclass →

Or join the community free and look around →

Free Every two weeks, Mondays Leave with a working prompt tool