Does client intake data transfer between coaching platforms?
No, in most systems. Intake notes, assessments, and session history typically stay locked inside the practice-management software you took them in. A client who follows you to a new practice, or who works with two practitioners at once, usually starts over on both ends, because the record was built to serve the software, not to leave with the person.
Why intake data gets stuck
Most practice-management tools are built to run your business, not to hand a client their own file. The export button, when it exists, produces a PDF or a CSV meant for your records, not something a client can carry to a new coach and have it mean anything. The client answered the questions. The software owns the file. If you switch platforms, or the client switches practitioners, that ownership gap is what breaks.
This is not a malicious design. It is just what happens when the record is built around the practitioner's workflow: forms, notes fields, a client list. Nobody built the file to be portable because portability was never the job it was hired to do.
What a portable record actually needs
Client-owned
The record belongs to the person it describes, not to the license that generated it. Losing access to the software should not mean losing access to the file.
Verifiable outside the tool
A record a client can hand to someone who has never heard of your software, and have it stand on its own.
Consent per relationship
The client decides who reads it, one grant at a time, not an all-or-nothing export.
How VEX builds it differently
A VEX read is generated from the client's own consented answers, but it is not licensed to your practice. It belongs to the client the moment it is made. If you stop using VEX, the client does not lose the read. If they start working with a different practitioner, they can share that same read with the new one, under their own consent, rather than asking you to export a file on their behalf.
The practical effect: a client who has been read once does not start from zero with the next practitioner who earns their trust, and you are never the reason a client's own history is stuck somewhere they cannot reach.
How we keep this honest
- Every client is told up front, consents before anything is read, and can withdraw at any time.
- Raw answers stay private. The practitioner sees a rendered read, never the writing itself.
- The client owns their read. It is theirs to keep, theirs to share, theirs to revoke.
- VEX never scores, ranks, or files a client into a type.
Straight answers
If I stop using VEX, does my client lose their read?
Can a client bring their own read to a new practitioner?
Can two practitioners read the same client?
What does VEX cost?
Start every client with a record that stays theirs. The software is free and your first client read is free, no card. Then 39 dollars a read, billed through at your markup.
Read your first client free