Clio detects stuck management loops — KPI gaps, blockers, reopened decisions and follow-ups with no owner — then prepares the right manager action and tracks whether it closed.
Built for Sales, Ops, HR and managers who need execution to close.
No weekly surveys. One 6-minute calibration, then real workflow signals.
Clio turns each one into the same circuit. If the loop doesn't close, the error gets fixed in the skill — it doesn't repeat next month.
Budget at 82% of target
prepare_1on1_sales
Agenda + script for the 1:1
R. Herrera, sales lead
Friday the 22nd
KPI reviewed and next step set
If it doesn't close, bug-fix the skill
Every row ends the same way: owner, date, closing criterion — and what Clio learned if it didn't close.
Every repeated intervention becomes a reusable skill — input, output, schedule and success metric. When it fails, it gets fixed like a bug — nobody gets blamed.
Agenda, script and evidence for the conversation the KPI is asking for.
Identifies who is blocking whom and prepares the unblock with an owner and a date.
Assumptions, evidence, owner and date — so it doesn't reopen.
Position A, position B and each side's evidence — without the emotional charge.
A conversation with evidence, a clear expectation and a formal next step.
A formal case with evidence for human intervention — without humiliation.
Clio doesn't remove a role. It takes hours of follow-up off several — same managers, more management capacity.
What the agent does on its own, what it does with your approval, and where it stops — by design.
The agent names where to intervene and with whom. Nothing leaves Clio.
The agent drafts the script, the email, the agenda. You read them before they exist for anyone else.
The agent sends the nudge or books the meeting — only after you said yes. Never by default.
If the loop doesn't close, it runs escalate_with_dignity: a formal case with evidence. It invents no consequence — it makes visible that it's still open.
It captures how each person solves work when time runs short — their signature under pressure. No weekly surveys, ever.
The conversations each person chooses to bring: preparing a 1:1, drafting a message, closing a commitment.
The Gmail plug-in, Google Calendar and Trello are optional. Nothing gets read unless you connect it.
Leadership sees aggregates by area — nobody reads private conversations. Privacy policy · DPA
Clio doesn't label people. It uses Work Modes to understand how work tends to break under pressure — then selects the management skill most likely to close the loop.
Needs the full picture before moving.
Risk · Decides late if nobody provides it in time.
Comes back with questions before executing.
Risk · Blocks the cycle when the ask arrives ambiguous.
Moves fast toward closure.
Risk · Closes without the detail the next step requires.
Seeks group agreement before acting.
Risk · Delays the decision when nobody confirms.
Arrives with options and decides in the conversation.
Risk · May close without the quality the next step requires.
Prioritizes calming the urgency over solving the cause.
Risk · The same problem comes back next week.
Each mode, crossed with the KPI at risk, defines which skill runs — not generic advice.
The same engine adapts to what YOUR area measures. Pick a manager type:
You sign in with your Google or Microsoft account. From there Clio works across three surfaces: mail, calendar, and task management.
You bring the week's focus, prepare the conversation, draft the message — and leave with the next step owned and dated.
Improves each email according to how the person receiving it works — context, clarity or closure, right inside the compose window.
Before: agenda and script for that person. After: the agreement with owner and date, captured.
What the conversation agreed on lands on the team's board — and from there the agent knows whether it closed or is still open.
Most AI tools stop at advice. Clio doesn't. Every recommendation becomes a loop with an owner, a date, a closing criterion and a learning step.
Budget, conversion and reservations turned into weekly floor-lead actions — with measured closure.
Cross-team handoffs, stalled dependencies and decisions that came back every month — visible, with an owner.
Pressure signals turned into manager actions — never scores on people, never reading private conversations.
Live with enterprise teams in construction, commercial operations and industrial services across LatAm.
Clio doesn't have your payroll. These four inputs are yours — the result is arithmetic, not a promise.
If Clio gives back even 30% of manual follow-up time, it pays for itself — before any KPI movement is counted.
Fewer hours preparing meetings, chasing pending items, and clearing up misunderstandings.
The agent forces an owner, a date, a next step, and a closing criterion in every conversation.
People Ops stops manually chasing every lead to make them follow up.
Conversion and budget in sales; on-time delivery and cycle in ops; delivery and quality in marketing.
How pricing works: Pro is a flat rate — $4/month total for up to 4 people. From 5 people on, Team is billed per person ($6/person/month, 5-seat minimum).
Not sure which plan? See the full feature comparison →
A business signal — a KPI at risk, a blocker, a reopened decision — turned into an action with an owner, a date and a closing criterion. Clio detects it, runs the right skill, and verifies it closed.
Fifteen minutes: read the focus, hold one 1:1, confirm what closed. Clio prepares everything else.
No weekly surveys. A one-time 6-minute assessment gives the under-pressure work signature; the rest comes from real execution — the Clio chat, and email/calendar/tasks when you choose to connect them.
Yes. The engine is the same in both cases: how work gets solved under pressure, which KPI it hits, what action follows.
Aggregates by area and risk bands per indicator — never scores on people, never the content of private conversations. DPA available for enterprise agreements.
You sign in with your Google or Microsoft account. From there you can stay with just the chat — zero integrations. The Gmail plug-in (mail), Google Calendar (calendar) and Trello (tasks) are optional, and each person connects their own.
Your real data and 15 minutes. Clio generates the first plan in the demo session itself.
20-min walk-through, tailored to your team. We reply within 24h.