Clients
Every account in one place — contacts, contracts, health, and the full relationship history.
The operating substrate for managed service providers
Run your whole practice on one operating model.
ClearStax is the vendor-neutral platform an MSP runs their practice and their clients on — clients, service desk, IT operations, security & compliance, growth, an AI agent workforce, and the business itself, all on one accountable system of record. It sits above the tools you already run; it doesn't rip them out.
One operator layer
One operating model. Seven surfaces. One system of record.
Most MSPs stitch their practice together from disconnected systems that never share state. ClearStax unifies the operator-facing surfaces into a single model, so every action carries a source, an owner, and a timestamp, linked back to the work that produced it — from first signal to client-ready proof.
Service Desk
Tickets and ownership that share state with sales, delivery, and evidence — with SLAs and escalation routing part of the model as it rolls out.
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.
Security & Compliance
Controls, remediation, and evidence with clear provenance on every artifact — each record carries its source, owner, and timestamp. One supporting capability, not the whole product.
Growth
Trust-led pipeline, assessments, and proposals backed by the same evidence model your client sees.
Agent Workforce
A first-class AI operator that works across every surface under governed trust phases — the differentiator no incumbent has.
Business
Cost and margin per client and service — modeled today, moving toward discovery from live telemetry — so you see the economics behind every client and service you deliver.
Multi-tenant by design
Manage every client from one operator dashboard.
ClearStax is built on a multi-tenant architecture designed for MSPs. Add clients, assign team members, and run your whole book of business — without switching tabs and without cross-tenant leakage.
- ISO
Tenant isolation
Each client's data is isolated at the database layer with row-level security — not just a UI theme. No cross-contamination, no leaks.
- DASH
Unified dashboard
See every client at a glance — service-desk load, compliance status, agent activity, and risk across every account in one view.
- SCALE
Scales with you
Add clients without adding complexity. The experience stays fast and organized whether you run a handful of tenants or a full book.
- RBAC
Role-based access
Control who sees what. Assign techs, account managers, and vCISOs to specific clients with granular, per-tenant permissions.
Agent workforce
An AI agent workforce that operates your practice — accountably.
ClearStax agents aren't a chatbot bolted onto a CRM. They work across clients, service desk, compliance, and reporting — under a Trust Ladder you control, with per-tenant trust-phase governance and full agent-health visibility. Every agent action is recorded with the same provenance as a human operator.
The Trust Ladder
Promote agents through trust phases per tenant — observe, suggest, then act with sign-off. You decide how much autonomy each client's workspace allows.
Agent-health visibility
See what every agent proposed and queued — across your whole book. Inspect, approve, or reject any step before it commits. There are no silent agent decisions.
Provenance by design
Every agent action records its actor, source, and timestamp in the system of record, linked back to the work that produced it — the same model a human operator's actions run on.
White-label
Your brand. Your platform.
ClearStax disappears behind your brand. Deliver client portals, reports, and assessments under your own name. Your clients never need to know we exist.
- BRAND
Custom branding
Your logo, your colors, your fonts. Tenant theming via runtime tokens — every screen reflects your brand identity.
- RPT
Branded reports
Every client report, brief, and executive summary carries your name and logo — assembled straight from the system of record.
- PORTAL
Client portal
Give clients their own branded portal to view status, evidence, and the proof behind every claim.
- DOMAIN
Custom domain
Host the experience on your own domain and sender identity. Clients see your brand, not ours.
White-label preview · illustrative
[ YOUR LOGO ] Client report
Monthly compliance brief
Acme Corp · period 2026-04 · version 1.0
- Passing
- 42
- In progress
- 12
- Open
- 4
Powered by [Your Company Name]
Above the stack
Above your tool stack — not in place of it.
ClearStax consolidates the operator-facing systems where you pay multiple vendors today, and coordinates with the security and infrastructure tools that need to keep running their own jobs.
Replaces / consolidates
If you run separate vendors for these, ClearStax becomes the single system of record.
- CRM and pipeline management
- vCISO / GRC and compliance reporting
- Client portal & QBR tooling
- Service-desk tickets, SLAs, contracts, and assets
- Outbound prospecting and posture assessments
- Reporting, dashboards, and status pages
Sits above — does not replace
ClearStax ingests from these and coordinates work across them. Keep your existing vendor; we don't compete with it.
- Remote monitoring & management (RMM)
- Endpoint detection & response (EDR / MDR)
- SIEM / log management
- Backup & disaster recovery
- Microsoft 365 / Google Workspace
- Network, firewall, and identity providers
The operating substrate · illustrative
Surface operator dashboard · client portal · reports
Control governed agents · reviewers · gated actions
State pipeline · tickets · evidence · reports
Data tenant-isolated system-of-record store
Ready to run your practice on one operating model?
Book a walkthrough and see how ClearStax unifies your practice — clients, service desk, compliance, growth, and an AI agent workforce — on one system of record. We're onboarding founding partners on custom-scoped terms.