One operating platform for the whole practice. One chain of record.
ClearStax is the vendor-neutral Managed Intelligence Platform — the substrate that runs an MSP's entire operation. Seven surfaces share one accountable record, and every capability resolves to a provider, evidence, a risk, and a client-ready report. No silos, no parallel ledgers, no lost handoffs.
How the platform thinks
Capability → provider → evidence → risk → report.
Everything ClearStax does runs through one chain. A capability is delivered by a provider, produces evidence, carries a risk posture, and lands in a report — carrying a source, owner, and timestamp at every step, linked back to the work that produced it. That chain is what ties a claim back to its origin instead of leaving it asserted.
Capability
The thing being delivered for a client — MFA enforcement, backup, monitoring, a control. Defined once, tracked everywhere.
Provider
The tool or operator delivering it — read from the stack you already run. ClearStax coordinates; it doesn't replace.
Evidence
Recorded proof the capability is actually in place — source, owner, timestamp, linked back to the work that produced it. Not a checkbox.
Risk & report
Posture rolls up to risk, and the same evidence assembles the client report. Your auditor and your client read the same artifacts.
Seven operating surfaces
The whole practice, on one record.
ClearStax is not a single-domain tool. Seven surfaces — clients, service desk, IT operations, security & compliance, growth, agent workforce, and business — share one accountable system. The chain of record runs through all of them.
Clients
One record per client, from first contact to renewal — the spine of the chain of record.
- Client Record
- Onboarding
- Contracts & Renewals
- Client Health
Service Desk
Tickets, SLAs, and work that shares state with the client record and the evidence model.
- Tickets & SLAs
- Shared State
- Time & Ownership
- Ingests Your Stack
IT Operations
Coordinates work from the RMM, identity, and backup tools you already run, and routes it to the service desk with context — rolling out.
- Coordinates Your Stack
- Routed With Context
- Asset & Endpoint Inventory
- Above the Stack
Security & Compliance
Auditor-grade evidence — every control resolves to a source, owner, and timestamp, linked back to the work that produced it.
- Controls & Remediation
- Frameworks You Need
- Recorded Evidence
- Audit-Ready
Growth
Trust-led pipeline backed by the same evidence model your auditor sees — not slideware.
- Guarded Scanner
- Attach to Client
- Evidence-Backed Proposals
- Handoff Reports
Agent Workforce
An accountable AI workforce that observes and proposes across every surface — under the chain of record.
- Works Everywhere
- Trust Ladder
- Agent Health
- Recorded Proposals
Business
See the cost and margin behind every client and service — modeled today, moving toward discovery from telemetry.
- Cost & Margin Modeling
- Margin Per Service
- Before Renewal
- Toward Telemetry
Differentiator · AI Agent Workforce
An accountable AI workforce — not a chatbot bolted on.
ClearStax agents are first-class operators. They observe and propose across clients, service desk, IT operations, compliance, and reporting under a Trust Ladder with per-tenant trust-phase governance — starting in Shadow and earning the right to act. Every proposal records an actor, a source, and a timestamp, linked back to the work that produced it — inspectable and approvable.
Security Director
Triages threat signal from the operational stack and routes it to the service desk with severity and asset context.
Compliance Director
Maps work to controls, surfaces remediation gaps, and queues reviewers when evidence needs dual sign-off.
Operations Director
Watches the service desk for SLA risk, idle work, and drift. Suggests reroutes; never auto-applies.
Report Director
Assembles client and auditor reports from the chain, re-checking the provenance links and surfacing missing evidence first.
Delivery Director
Tracks client onboarding and tool-deployment progress, and proposes the next delivery step against the chain of record.
actor: agent.<role> in the chain of record — the same provenance model as a human operator. Operators inspect, approve, or reject before anything commits. There are no silent agent decisions and no black-box automation.
Differentiator · Cost & margin visibility
See the cost and margin behind every client.
Most practices learn whether a client was profitable at renewal — too late to do anything about it. ClearStax models the cost of each client and each service from your cost components and accounting sync — and is moving toward discovery from live operational telemetry — so margin is a number you can see, not a guess you make after the fact.
Cost from your inputs model
Cost components and accounting sync resolve into the cost of serving each client and service. Discovery from operational telemetry — tickets, time, assets, tool usage — is rolling out.
Margin per service margin
True cost and margin per client and per service line, side by side. Know which engagements pay and which quietly drain the practice.
Before the renewal timing
Profitability surfaces before the renewal conversation, not in the post-mortem. Price and scope from evidence, not instinct.
On the same record chain
Financial signal lives on the same chain of record as operations and evidence — one source of truth, no reconciliation tax.
Differentiator · Chain-of-record evidence
Every record has a source, owner, and timestamp.
Watch one workflow traverse the chain. A client engagement moves from the client record into service-desk tickets, emits compliance evidence, and lands in a client report — one record, one accountable trail, the same artifacts for operator, auditor, and client.
Northwind Co. — managed services
Onboarding · MFA enforcement on identity tenant
Multi-factor authentication enforced — proof artifact
Monthly security brief · April 2026
- CD Compliance Director · proposed linking
CS-1042to an access-control objective. Predicate: ticket scope matches the control tag. −12m - CD Compliance Director · proposed an
EVD-AC-014evidence artifact from the closed ticket. Suggested asset bindingidentity / contoso.orgagainst the identity provider. −7m - RD Report Director · proposed pulling
EVD-AC-014intoRPT-NW-04. Provenance links re-checked before issuance. −2m - DD Delivery Director · proposed
RPT-NW-04delivery via portal + email, linked to the onboarding record. Queued for operator approval. −0m
Scope — what ClearStax does, and what it doesn't
Above the tool stack, not in place of it.
ClearStax consolidates the operator-facing surfaces where you pay multiple vendors today. It coordinates with the security and infrastructure tools that keep running their own jobs — and assesses against the frameworks your clients actually need.
Consolidates
The operator-facing surfaces ClearStax brings into one chain of record.
- Client record & CRM
- Service desk & SLAs
- Compliance & evidence
- Client portal & reporting
- Prospecting & proposals
- Cost & margin visibility
- Agent workforce governance
Sits above — does NOT replace
ClearStax ingests from these categories and coordinates work across them. Keep your existing vendor; we don't compete with it.
- Endpoint detection & response
- RMM & remote operations
- Backup & recovery
- Identity & access
- Email & collaboration security
- Network, firewall & DNS
See the chain of record.
15 minutes with the platform. No pitch deck — we open the dashboard, walk one workflow across all seven surfaces, and you decide what's next.