Notice
What did you notice?
What you could see or hear — words, pauses, what didn’t get said. Just what happened, before what you made of it: “she went quiet after the price came up,” rather than “she doesn’t trust me.”
Turning point
Where was the turning point, if there was one?
The moment something shifted — in what they said, what you noticed, what you understood, or what you did next. If nothing stands out, that is useful to notice too.
Before you submit
Before you submit. If your submission describes a real client — a live conversation or a success story you are recalling — remove the client's name and anything else that could identify them: address, property, price, employer, or any detail unique to their situation. Changing the name alone is not enough. For roleplay and practice there is no real client. Refer to the person in the scenario as the client — but do not name the colleague who played them, or include anything that identifies that colleague.
What happens to your submission
Caveris, LLC stores your de-identified submission and uses it to generate your Reflection. Along with what you write, the AI receives three facts about you: how long you have been licensed, how many times you have submitted before, and which Method lessons you have finished. It uses them only to fit your Reflection to your experience. Your name is not sent.
Your contact information, if collected, is stored separately from your submission. It is used to deliver your Reflection, to support your account if you later create one, for related administrative purposes, and — only if you have separately asked for it — to send you news about Caveris. It is never used to teach or improve Caveris.
De-identified submissions are kept as part of the set Caveris learns from, where they help develop, evaluate and improve the Caveris engine. By submitting, you grant Caveris permission to use your de-identified submission for those purposes and, if implemented in the future, to train Caveris-owned AI models. Processing runs on Claude, by Anthropic, under commercial API terms: the provider does not train its models on your submission and retains API traffic only briefly before deletion.
Coach-approved cases may be published as anonymized teaching cases. We do not sell submissions.
What you keep, and what you grant. You retain ownership of the written narrative you submit. By submitting, you grant Caveris a perpetual, worldwide, non-exclusive, irrevocable, royalty-free license to use, reproduce, adapt, publish, and distribute your de-identified submission for the purposes described above, including publication as an anonymized teaching case and including through publishers, licensees, and Caveris-certified instructors. The Reflection, analysis, classifications, metadata, editorial work and any other material Caveris creates from your submission remain Caveris's own work. You remain responsible for complying with your legal, contractual, licensing and organizational confidentiality obligations, and with your obligations to your client.