Run the practice
Pipeline, clients, sequences, and operating history in one accountable system.
Managed Intelligence Platform for MSPs
Run your MSP on one accountable system of record.
Client context, security posture, evidence, reporting, and follow-through — one operating platform. Every action has a record. Every record has an owner.
Tenant: Mid-Atlantic HP · illustrative
CRM
L-04-1042
Mid-Atlantic HP — lead accepted
PSA
CS-1042
Onboarding — MFA rollout ticket
CMP
EVD-CC8.1-014
MFA enforcement — proof attached
RPT
RPT-MAHP-04
Monthly operations report
source · owner · timestamp — on every record
One lead, followed across four domains to a client-ready report.
The whole practice, on one operating substrate.
Deliver the work
Tickets and roadmap work linked to the client context they came from.
Prove the work
Evidence collected against real controls — records, not checkbox PDFs.
Grow through trust
Signals and intake that turn posture conversations into pipeline.
How one workflow traverses the system.
An illustrative example: a lead — L-04-1042, the fictional Mid-Atlantic HP — is accepted in Clients, becomes an onboarding ticket in the Service Desk, emits an evidence artifact, and lands in the monthly client report.
Illustrative walkthrough · sample records
CRM
L-04-1042
Lead accepted — source and owner recorded
PSA
CS-1042
Onboarding ticket — SLA, owner, asset references
CMP
EVD-CC8.1-014
Evidence artifact — linked to the closed ticket
RPT
RPT-MAHP-04
Client report — same artifacts the reviewer sees
source · owner · timestamp — on every record
- 01
Client
Work enters at the client record — a lead from an assessment, a sequence, a referral, or inbound. Source, owner, and intake timestamp are recorded at the boundary.
- 02
Ticket
The accepted lead becomes onboarding tickets in the service desk. Tickets carry SLA, owner, and asset references — work is operational, not theoretical.
- 03
Evidence
Completed work emits an evidence artifact — capability mapping, source, owner, and timestamp, linked back to the closed ticket. Reviewer-grade and client-grade from one model.
- 04
Report
The client report is assembled from the linked records — PDF, API, or white-labeled portal. The reviewer sees the same artifacts the client sees.
Agent workforce
An AI workforce you govern, not a chatbot bolted on.
A per-tenant trust ladder governs what each agent may do on its own: agents start in Shadow, observing and surfacing proposals for operator review, and earn the right to act as you raise their trust phase.
ClearStax agents work across every surface — clients, service desk, IT operations, security, reporting, and growth — in the same system of record everything else runs on. You watch agent health and workload, and every proposal emits a source, an owner, and a timestamp, linked back to the work that produced it. Inspectable by design.
Every agent proposal is recorded as actor: agent.<name> — the same provenance model as a human operator. Operators inspect, approve, or reject before anything commits. There are no silent agent decisions.
Security Director
Shadow · run 0421- CRM Read the accepted lead and its onboarding scope L-04-1042 14:02:11 +0s
- PSA Proposed linking the MFA rollout ticket to its access-control requirement CS-1042 14:02:13 +2s
- CMP Proposed an evidence artifact from the closed ticket — queued for operator approval EVD-CC8.1-014 14:02:15 +4s
- RPT Proposed pulling the proof into the monthly report draft RPT-MAHP-04 14:02:16 +5s
One agent. One run. 4 domains. Every step inspectable.
Capability → provider → evidence → coverage.
One record model threads through every surface — the capability, the provider that delivers it, the evidence that proves it, and the coverage that results — so nothing falls between tools, and every claim resolves to its source.
CS-1042 L-04-1042
Ticket → client
Every ticket points back to the deal and contract that authorized it.
EVD-CC8.1-014 CS-1042
Evidence → ticket
Every evidence artifact points back to a closed ticket.
RPT-MAHP-04 EVD-CC8.1-014
Report → evidence
Every report points back to the evidence it includes.
Every record resolves to a source, an owner, and a timestamp, linked back to the work that produced it — no checkbox-only controls.
How records are protectedAbove the tool stack, not in place of it.
ClearStax consolidates the operator-facing systems where you already pay multiple vendors. It stays vendor-neutral about the security and infrastructure tools that need to keep running their own jobs — it coordinates across them, it doesn't compete with them.
Replaces / consolidates
If you currently run separate point tools for these, ClearStax becomes the single system of record.
- CRM / sales pipeline
- Virtual CISO & governance, risk, and compliance workflows
- Compliance reporting and evidence collection
- Client portal & QBR tooling
- Service-desk workflows (tickets, ownership; SLAs, contracts, assets rolling out)
- Outbound prospecting & assessment tooling
- Reporting, dashboards, and status pages
Sits above — does not replace
ClearStax ingests from these and coordinates work across them. Keep the tools you already run; we stay vendor-neutral.
- Remote monitoring & management (RMM)
- Managed endpoint & managed detection and response
- SIEM / log management
- Backup & disaster recovery
- Productivity & collaboration suites
- Network & firewall platforms
- Identity & access management
Become a founder partner.
ClearStax is taking on a small group of founding MSP partners. Scope is custom — we shape the rollout around your practice, your client count, and the surfaces you run today. No SKU table, no per-seat surcharge games.
For MSP operators who want in early and want a say in where the platform goes:
- The full operating platform — every surface, one system of record
- The AI agent workforce with per-tenant trust-phase governance
- Cost & margin per client and service — modeled today, telemetry-driven discovery rolling out
- White-label client portal and reporting
- Direct line to the founder during onboarding
- Custom-scoped terms locked for founding partners
Pricing is scoped to your practice, not published as a tier table.
See how founder-partner scoping worksApply as a founder partner
Tell us about your practice and we'll be in touch within one business day.
See the operating model.
A 30-minute walkthrough with the founder — your practice, mapped onto the platform.