Access the past cases, reports, and insights efficiently driven by semantic search to surface the right insights when you need it.
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Clio AI is trained on your business data to answer both qualitative and quantitative questions. Semantically Search across all your documents, business apps, discussions to locate what you need instantly.
An assistant to boost your efficiency
Be it searching for right content or summarization, leave the grudge work to your smart assistant Clio AI, while you focus on strategic tasks. No more searching via keyword or skimming through 10s of decks to find that one insight. Let Clio AI find it for you.
Client Engagement Excellence
With access to comprehensive client information, project histories, and industry reports, companies can anticipate requirements, deliver tailored solutions, and drive repeat business,
Seamless Information Flow
With AI, partners can easily share their knowledge without having to spent time on training and sessions. Fosters a culture of collaboration, excellence, and drives continuous improvements.
Indexing Proprietary Knowledge
The previous cases worked on, or the market and industry reports purchased are all indexable with help of Clio AI. Reduce your time to insight by 10x and deliver impact solutions to clients in double quick time.
"With semantic search, BCG employees were able to retrieve and summarize information that was previously buried in long lists of multi-page documents" - Boston Consulting Group1
AI powered search and summarization can boost employee satisfaction by > 40%.
39%
Increase in work completion
25%
Increase in result relevancy
Drive business growth and enhance client relationships
Clio AI's semantic search and summarization enables business teams to deliver on enhanced growth and impactful solutions while maintaining data governance and respecting individual permissions on all your files.
Search across relevant industry results and client insights to identify bd opportunities and deliver tailored proposals at scale to win more business. With AI, you can also stay on top of resource allocation to maximize billable hours and enhance project profitability.
Engagement Managers
Clio AI enables EMs to efficiently manage project timelines, milestones, and deliverables while contextualizing the next immediate task. With semantic search across documents, identify opportunities for upsell and revenue growth quickly.
Associates
Clio AI enables accelerated discovery and analysis so that your associates spend more time on strategic tasks than finding information. With semantic search across apps, Clio AI can pinpoint you to exact reports and pages without having to sift through multiple pages.
Morgan Stanley on AI Powered Search
Morgan Stanley Wealth Management deployed their own model harnessing the knowledge and insights, housed across many internal sites, mainly in PDF format. They used GPT4 and OpenAI to do it. Some select quotes from the story. Full article here
“You essentially have the knowledge of the most knowledgeable person in Wealth Management—instantly. Think of it as having our Chief Investment Strategist, Chief Global Economist, Global Equities Strategist, and every other analyst around the globe on call for every advisor, every day. We believe that is a transformative capability for our company.”
Jeff McMillan, Head of Analytics, Data & Innovation Morgan Stanley Wealth Management
"Key to ensuring good client service is our ability to invest at scale in technology. (OpenAI) is empowering Morgan Stanley with the marriage of human advice and technology—something to which we are completely committed. This endeavor has been particularly rewarding. The buy-in and engagement across the organization has been impressive."
Jeff McMillan, Head of Analytics, Data & Innovation Morgan Stanley Wealth Management
"Today, more than 200 employees are querying the system on a daily basis and providing feedback. The focus will always be on getting advisors the insight they need, in the format they need, instantly. The effort will also further enrich the relationship between Morgan Stanley advisors and their clients by enabling them to assist more people more quickly."
Jeff McMillan Morgan Stanley Wealth Management
Workplace Search that actually works
Supercharge your company's productivity by harnessing the massive reservoir of untapped data and insights.
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Works with your most used tools
Connect your tools, connect your teams. With over 300 apps already available in our directory, your team’s favourite tools are just a click away.
Clio AI is built on foundations of keeping you company data private, secure, and compliant from day one. Built by an experienced team, we understand the constraints and enforce them rigorously
Private Cloud Deployment
We can deploy models on your premises or your private cloud directly. That is, not even a single byte of data is shared with a third party.
Encrypted Models
All the models we deploy and APIs we expose are SHA256 encrypted (like WhatsApp/Signal) making any back and forth of data as secure as possible
SSO + Admin Controls
Authenticating with your company Sign on gives rigorous controls on who can access what data.
Indexing Controls
Clio can build individual or team specific knowledge graphs. You control what data is indexed and available for which team. Right out of the box.
Why Clio AI?
Unlock the most obvious-yet-hidden-in-plain-sight growth hack - enable your employees to work on important things, and reduce their cognitive load and time to resolve blockers.
Fast, efficient, and in-context information to make every employee a super performer.
