Live · ClearPoint AI

Your strategy stays current. Even when nobody logs in.

Reply to a report email. Ask in Teams. Talk to your own assistant. ClearPoint AI reads the request, reasons over your plan, and writes a governed update back.

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Trusted by 600+ organizations · 21,000+ strategic plans

Five surfaces, one governed loop

Microsoft Teams

Quarterly report

Email reply

Scorecard update

Your own AI

MCP Server

In-app

Ask your scorecard

Outlook

Calendar-aware briefing

Input

Teams · #leadership-team

Sarah Chen

Chief of Staff · 9:41 AM

@ClearBot pull together the Q3 quarterly report ahead of Thursday’s strategy review.

Plain English. No login.

ClearPoint AI

Reasoning

Reading Q3 scorecard — 24 measures, 8 initiatives
Checking Sarah’s permissions on the strategic plan
Pulling charts, statuses and owner commentary
Assembling the report as a briefing book

Permission-aware·Audited·Governed centrally

Output

Teams · ClearBot replied

Q3 Quarterly Report — ready

Q3-quarterly-report.pdf14 pages
On track18 measures
Needs attention4 measures
Off track2 measures

Delivered in the channel — nobody logged in

Input

Outlook · Re: Q3 Briefing Book

James Alvarez

Operations Director · via reply

Onboarding time is down to 11 days — mark the measure on track and note we added two specialists.

Plain English. No login.

ClearPoint AI

Reasoning

Reading the attached PDF export
Matching “Customer onboarding time” in the scorecard
Verifying James can edit this measure
Writing the update back

Permission-aware·Audited·Governed centrally

Output

ClearPoint · Strategic Plan

Customer onboarding time — updated

StatusOn track
Current value11 days
Note added“Two specialists added”
Audit logVia email · J. Alvarez

Written back to the scorecard — fully audited

Input

Copilot · connected to ClearPoint

Maya Brooks

Strategy Analyst · in Copilot

Which initiatives are at risk this quarter?

Plain English. No login.

ClearPoint AI

Reasoning

Authenticating over OAuth — MCP Server
Reading initiatives through Maya’s permissions
Ranking by status and percent complete
Composing the answer with sources

Permission-aware·Audited·Governed centrally

Output

Copilot · answer

3 initiatives need attention

Digital transformation62% · behind
New market expansion41% · behind
CRM migration28% · off track

Read-only unless Maya may write — permissions apply

Input

ClearPoint · AI Assistant

Lena Park

Chief Strategy Officer · in ClearPoint

Why did customer satisfaction dip in August?

Plain English. No login.

ClearPoint AI

Reasoning

Reading 24 months of measure data
Correlating with linked initiatives and milestones
Citing the AI Knowledge Base — survey memo
Drafting the written analysis

Permission-aware·Audited·Governed centrally

Output

ClearPoint · written analysis

Customer satisfaction — analysis

August dip−6 pts vs July
Likely driverOnboarding delays, weeks 2–3
Source citedCustomer survey memo, p.4

Saved to the element — source cited

Input

Outlook · Calendar

Strategy Review

Thursday 9:00 AM · 6 attendees

Upcoming: Strategy Review — Thursday 9:00 AM with the leadership team.

Plain English. No login.

ClearPoint AI

Reasoning

Reading Thursday’s meeting from the calendar
Gathering elements owned by the six attendees
Flagging two measures with stale updates
Drafting the pre-read briefing

Permission-aware·Audited·Governed centrally

Output

Outlook · delivered Wednesday 4:00 PM

Your pre-read for Strategy Review

Agenda items covered5 of 5
Needs your attention2 measures
One-line summariesper attendee

Role-aware — each attendee gets their own view

Plain English in · visible reasoning · governed updates out

❚❚ Pause

Any inbox●Microsoft Teams●Outlook●MCP Server●Claude●Cursor●Copilot●Knowledge Base●Playbooks●AI Briefing●

Why plans go stale, and what changes

76%

of named element owners have never posted a single update

0logins

needed to update a scorecard from email or Teams

100%

of answers cite their source and respect user permissions

Source: ClearPoint platform data, 604 organizations, September 2026. A named owner is counted as inactive when they have never posted an update on any element they own.

Watch it work

ClearPoint AI, in motion.

A short tour of what the assistant does inside a live plan — building, analysing, and writing updates back.

▶

Video: ClearPoint AI building, analysing and updating a live strategic plan.

One governed loop

Six steps. Every request runs the same way.

Reach in

Brief

Ground

Guide

Act

Govern

Meet your team where the work already happens

The people whose input you need most are the ones least likely to open another tool. ClearPoint AI reaches them in the places they already live — and your own assistant connects over the MCP Server.

Reply to an emailAsk ClearBot in TeamsMCP: Claude · Cursor · Copilot

Teams · #strategy-office

On track

Updates collected this week

Logins required

Permit backlog reduction
Customer onboarding time
Digital services adoption

Three owners replied in plain English. Every update landed in the scorecard, attributed and audited.

A homepage that briefs you, differently depending on who you are

My AI Briefing rebuilds from live account data every time it opens, and shows a genuinely different page to an executive, an administrator and a contributor.

Recent UpdatesStrategy BriefKey SignalsMy Checklist

My AI Briefing · executive view

At risk

18/ 24

Measures on track

Flags to review

Recent Updates · last 20 days
Key Signals
My Checklist

Rebuilt from live account data on open — an executive, an admin and a contributor each see a different page.

Answers that come from your documents, with the source attached

Upload your strategic plan, a board paper or a policy document to the AI Knowledge Base. ClearPoint AI answers from that context and cites where each answer came from.

AI Knowledge BaseSource citationsAI Memories

AI Knowledge Base · Ask

On track

Documents grounding answers

100%

Answers with a cited source

2026–2030 Strategic Plan.pdf
Q3 board paper
Customer survey memo

“Onboarding delays in weeks 2–3 explain the August dip.” Source: Customer survey memo, p.4.

Guided workflows for real strategy work

Playbooks are structured, multi-step conversations: SWOT analyses, risk assessments, account rollovers, OKR builds. Type “create a scorecard” and the right playbook opens on its own.

SWOT analysisRisk assessmentOKR build

Playbook · SWOT · step 2 of 4

In progress

2/ 4

Playbook step

Elements drafted so far

Step 1 · Frame the scope
Step 2 · Strengths and weaknesses
Step 3 · Opportunities and threats

Type “create a scorecard” and the right playbook opens on its own. Custom playbooks are in beta.

From a recommendation to an owned action item, in one click

ClearPoint AI writes performance analysis and recommends next steps on any element. Turn any recommendation into an action item with the status, type and owner already set.

Objective analysisScorecard analysisOwner pre-set

Objective · Recommendations

At risk

Recommendations on this objective

Clicks to an owned action

Reduce permit review handoffs
Add two onboarding specialists
Re-baseline the CRM migration

Analysis written from what is actually in the plan. One click turns a recommendation into an owned action item.

AI your administrators control

Tone, response length, custom guidelines, one master switch, transcript oversight with a named audit trail, permission-aware answers, and a formal AI Subprocessor Agreement.

One master switchTranscript oversightPermission-aware

System Setup · AI preferences

On track

Master switch

All

Transcripts reviewable

Tone and response length
Custom guidelines
Permission-aware answers

Configured in System Setup, not in user profiles — so behaviour stays consistent across the account.

The Monday before a strategy review

Same meeting. Different week.

Without

3 days of chasing

MonEmail 14 owners asking for updates. Four reply.
TueCopy numbers from replies into the scorecard by hand.
WedBuild the deck. Rewrite the commentary. Guess at the “why”.
ThuPresent numbers that were stale on Monday.

With ClearPoint AI

Ready Wednesday 4 PM

MonOwners reply to the report email in plain English. Updates land in the scorecard, attributed.
TueClearPoint AI writes the variance analysis from the numbers and cites the survey memo.
WedEvery attendee gets a role-aware pre-read in Outlook. Two stale measures are flagged.
ThuThe meeting is about decisions, not data collection.

In the product

What it actually looks like

Tell it what you need — it builds the scorecard

Ask ClearPoint AI to create a scorecard, add objectives, or set up measures in plain English. Every element it creates is confirmed back to you before it lands.

Analysis written from your real numbers

Open any measure and the Analyze Data panel explains the variance, drafts the analysis, and suggests what to do next — grounded in the data on the page.

From analysis to recommended next steps

Analysis and Recommendations sit side by side on the element. One click turns a recommendation into an action item with status, type and owner set.

ClearPoint AI building a scorecard from a plain-English request

ClearPoint AI Analyze Data panel explaining a measure variance

ClearPoint AI analysis and recommendations side by side on an element

Governance

AI your administrators control.

For public sector, healthcare, education and regulated buyers, governance decides the purchase. Every rule lives in System Setup, not in user profiles.

Master switch

One toggle hides every AI feature account-wide.

100%

Permission-aware

Surfaces only what each user may already see, and says so when it cannot.

All

Transcripts reviewable

Administrators review AI conversations across users, with a named audit trail.

≡

Set the behaviour

Tone, response length, supportive or challenging — plus custom guidelines applied to every response.

✓

Honest boundaries

States when a request is outside its capabilities instead of reporting false success.

☷

Formal agreement

An AI Subprocessor Agreement covers AI data processing on your account.

SOC 2 Type 2TX-RAMPGDPRCCPANIST CSFVPAT

Trust Center ↗

Packaging

Every tier gets every surface.

Your licence tier sets how much reasoning capability ClearPoint can draw on — not which AI features you get. Nobody picks a model: a quick status question runs light, a Strategy Brief reaches for the highest tier you hold.

Essential

Standard AI capability across every ClearPoint AI surface.

Handles

✓Ask a question of your scorecard
✓Draft and summarise updates
✓Reply-by-email and Teams updates

Advanced

Adds a more capable tier for longer, multi-step reasoning.

Adds

✓Everything in Essential
✓Multi-step playbooks — SWOT, risk assessment
✓Analysis across a wider slice of the plan

Enterprise

Adds the highest tier, used automatically for the most demanding work.

Adds

✓Everything in Advanced
✓Strategy Brief generation across the whole plan
✓Enterprise and industry-level plan work

Same in every tier

Permission-aware answersAdmin master switchAI audit logKnowledge Base groundingMCP ServerEmail & Teams updates

FAQ

Questions buyers ask.

Security, subprocessors and AI data handling live in the Trust Center.

Can administrators turn ClearPoint AI off?

Yes. A single toggle in System Setup hides every AI feature account-wide. AI preferences are configured by administrators rather than by individual users, so behaviour stays consistent.

Does ClearPoint AI respect user permissions?

Yes. ClearPoint AI surfaces only what each user already has permission to see, and tells them clearly when it cannot answer for that reason.

Can I use ClearPoint AI without logging in?

Yes. Reply in plain English to any ClearPoint email carrying a PDF export and ClearPoint AI reads the attachment, answers your question, and writes updates back into the scorecard. ClearBot in Microsoft Teams offers the same experience inside Teams.

Can I connect my own AI assistant to ClearPoint?

Yes. The ClearPoint MCP Server connects Claude, Cursor or Copilot to your ClearPoint data over a secure, OAuth-authenticated connection, so your assistant can read your strategy and write updates back.

Can it answer from my organisation’s own documents?

Yes. Upload documents to the AI Knowledge Base and ClearPoint AI answers from that context, citing the source of each answer.

Can administrators review what people ask the AI?

Yes. Administrators can review AI chat transcripts across users, and the AI audit log shows display names.

Where do I review AI data security and subprocessors?

The Trust Center holds the current picture, including SOC 2 Type 2 and TX-RAMP authorisation, the maintained subprocessor list, and the AI data handling and training-data documentation.

See it against your own plan.

Bring a scorecard you already run. We’ll show you what ClearPoint AI does with it.

Book a Demo Launch Instant Tour

1911 N Fort Myer Drive, Suite 1100
Arlington, VA 22209
866-568-0590
info@clearpointstrategy.com

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Your strategy stays current. Even when nobody logs in.

Five surfaces, one governed loop

Why plans go stale, and what changes

ClearPoint AI, in motion.

Six steps. Every request runs the same way.

Meet your team where the work already happens

A homepage that briefs you, differently depending on who you are

Answers that come from your documents, with the source attached

Guided workflows for real strategy work

From a recommendation to an owned action item, in one click

AI your administrators control

Same meeting. Different week.

Without

With ClearPoint AI

What it actually looks like

Tell it what you need — it builds the scorecard

Analysis written from your real numbers

From analysis to recommended next steps

AI your administrators control.

Master switch

Permission-aware

Transcripts reviewable

Set the behaviour

Honest boundaries

Formal agreement

Every tier gets every surface.

Essential

Advanced

Enterprise

Questions buyers ask.

Can administrators turn ClearPoint AI off?

Does ClearPoint AI respect user permissions?

Can I use ClearPoint AI without logging in?

Can I connect my own AI assistant to ClearPoint?

Can it answer from my organisation’s own documents?

Can administrators review what people ask the AI?

Where do I review AI data security and subprocessors?

See it against your own plan.

Take A ClearPoint Quick Tour

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