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.

Keep the information flow consistent as your startup grows

Clio AI helps keep everyone in your startup on the same page, makes the flow of information and data seamless, and ensures that every employee has enough context for anything they are working on. More time spent on strategic tasks, less on meetings, finding files, or just coordination.

Instant Access to Critical Information

Find files, documents, and data from all your apps in a single search, eliminating the need for manual and time-consuming searches across multiple platforms.

Accelerated Decision Making

Get more context around every decision with more insights into historical trends, discussions, market trends, and cross functional feedback from product, sales, customer support, and operations teams. Take better decisions in double quick time.

Multimodal generation

Generate images, videos and text based on Clio's knowledge graph, all fine-tuned to your startup and with understanding of your business context. Generate collaterals for decks, social media creatives, ads, product images by using one single model, or add your own models on top.
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"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

1More details here
AI powered search and summarization can boost employee satisfaction by > 40%.
39%
Increase in work completion
25%
Increase in result relevancy

Helping all your teams work more productively

With Clio AI and instant retrieval of increased context and critical information, every one in your team can now focus on strategic work and deliver on their tasks with incredible efficiency. Achieve your quarter targets, and scale quickly.

Sales Teams

Automate workflows like personalized proposal creation, prospect research, account management etc. Quickly find information about product releases, previous meetings, discussions, mandates, strategies etc. to help with the sales processes.
AI decide which data is important

Customer Success Managers

Deliver exceptional customer experiences by leveraging Clio AI to access customer data, support history, and feedback, enabling customer success managers to proactively identify upsell opportunities, increase customer retention, and drive revenue growth through long-term partnerships
Use custom models fit

Product and Engineering

Keep the documentation up to date with automated PRs, requirement docs, and so on. With efficient product information management, you can take better and more informed product decisions based on triangulated data from sales, marketing, customer support and market research.
Access output everywhere

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
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"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
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"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
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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.
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Private, Secure and Compliant by design

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.

Spend time thinking not searching. Get a demo today.

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