The operating substrate for an MSP
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.
RUN · Run the practice
Clients and business economics live on the same accountable record — pipeline, onboarding, contracts, and the cost of serving each client, in the system the rest of the practice reads from.
One record per client, from first contact to renewal — the spine of the system of record.
Contacts, companies, deals, and proposals in one record the whole practice reads from.
Onboarding records linked directly to delivery work and compliance evidence.
Contract and renewal pipeline tied to the client's operational and evidence history.
Health scoring derived from live operational signals, not manual status fields.
See the cost and margin behind every client and service — modeled today, moving toward discovery from telemetry.
Model the cost of each client and service from your cost components and accounting sync, not guesswork.
Cost and margin per client and per service, on the same system of record.
Profitability surfaced before the renewal conversation, not discovered after.
Cost discovery from live operational telemetry is the direction, rolling out.
PSA · Deliver the work
The service desk and IT operations read from the same client record — tickets carry SLA, owner, and asset context, and work is coordinated across the tools you already run.
Tickets, SLAs, and work that shares state with the client record and the evidence model.
Tickets, SLAs, and escalation routing with operational ownership.
Service-desk work shares state with the client record and with evidence — no handoff tax.
Time entries, owners, and operational state recorded against real assets.
Reads from the RMM and tools you already run; coordinates work without replacing them.
Coordinates work from the RMM, identity, and backup tools you already run, and routes it to the service desk with context — rolling out.
Coordinates across the RMM, identity, and backup tools you already run, rather than replacing them (rolling out).
Work is routed to the service desk with the client and asset context already attached.
Asset and endpoint inventory drawn from your existing operational stack, organised by client (rolling out).
Coordinates the tools you run rather than replacing your RMM, EDR, or backup.
CMP · Prove the work
Auditor-grade evidence — every control resolves to a source, owner, and timestamp, linked back to the work that produced it. Your auditor and your client read the same artifacts.
Controls, remediation tracking, and reviewer workflow in one assessment model.
Assess against the frameworks your clients actually need from a single workflow.
Evidence carries a source, owner, and timestamp, linked back to the work that produced it — not a checkbox.
Auditor export and retention with forward-linked records. Client-ready from the same model.
Controls mapped to evidence · illustrative sample
Controls
Evidence
Change management
Signed change log · asset-bound
MFA for external applications
MFA enforcement export
Data-at-rest protection
Encryption-at-rest attestation
Every evidence artifact points back to the closed ticket that produced it.
Evidence is refreshed through automated recurring checks against connected sources, where integrations are configured. Where a check isn't wired up yet, the gap is shown as pending — never papered over.
How records are protectedRCH · Grow through trust
Trust-led pipeline backed by the same evidence model your auditor sees. Posture conversations start from real scan artifacts and end as pipeline — on the same record as the rest of the practice.
External security scanner covering DNS, SSL, headers, and exposure — guarded by design.
Scan artifacts auto-attach to the client record inside the system of record.
Proposals backed by real evidence, not slides — outbound that earns the meeting.
White-label client-handoff reports drawn from the same model.
RUN · PSA · CMP · RCH — every pillar
ClearStax agents are first-class operators across every surface — observing and proposing on the same system of record the rest of the practice runs on, under a Trust Ladder with per-tenant trust-phase governance.
Agents observe and surface proposals across clients, service desk, IT operations, compliance, and reporting.
A Trust Ladder with per-tenant trust-phase governance gates what agents may do — starting in Shadow and earning the right to act.
Agent-health and activity visibility so the operator always knows what ran.
Every agent proposal records an actor, source, and timestamp, linked back to the work that produced it — inspectable and approvable.
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 and no black-box automation.
A 30-minute walkthrough with the founder — your practice, mapped onto the platform.