Automate yourresearch workflows.
Bring your documents, reports, and research. Agents extract what matters and return structured analysis you can act on.
YourYourteamteamspendsspendshourshoursononrepetitiverepetitiveresearch,research,documentdocumentanalysis,analysis,andanddatadataextraction.extraction.ClavyClavygivesgivesthatthattimetimeback.back.
[ 01 ] Product
One workspace.
Purpose-built for knowledge work.
Automate research tasks, document reviews, and data enrichment at scale, all within a unified workspace.
Agentic tables
Structured intelligence, at any scale
Define your instructions, connect your data, and let agents run across your entire dataset, automatically.
Vendor | Revenue | RiskAI | SummaryAI | |
|---|---|---|---|---|
1 | Halcyon Interiors | $18.4M | ||
2 | Marin Logistics | $4.2M | ||
3 | Oakfield Partners | $28.1M | ||
4 | Ridgeline Capital | $7.3M |
Assistant
AI that knows your workspace
Ask anything, with full context. Grounded in your tables, files, or the live web.
Knowledge spaces
A private knowledge layer
Organize your documents in private spaces. Ask questions, get summaries, or surface insights.
Financial Reports
89 documents
M&A Due Diligence
124 documents
Legal Agreements
31 documents
Templates
Start from proven workflows
Pre-built workflows for research, diligence, contract review, and more. Ready to use, easy to make your own.
Contract review
Market map
Due diligence
Resume screener
Competitor tracker
Feedback synthesis
Regulatory compliance
M&A pipeline
Contract review
Market map
Due diligence
Resume screener
Competitor tracker
Feedback synthesis
Regulatory compliance
M&A pipeline
Content pipeline
Trend monitoring
Policy review
Headcount planning
Market research
Supplier audit
Budget forecast
IP portfolio review
Content pipeline
Trend monitoring
Policy review
Headcount planning
Market research
Supplier audit
Budget forecast
IP portfolio review
[ 02 ] Solutions
AI for institutional workflows.
Across industries and use cases.
Agents that automate data extraction, generate insights, and adapt to your industry's unique workflows.
01
Finance & Investment
Run due diligence, source deals, and track portfolios with agents that read documents and enrich data.
02
Legal & Compliance
Review contracts, extract clauses, and screen vendors without losing the citation back to the source.
03
Research & Strategy
Map markets, profile companies, and track competitors in one place that updates itself.
04
Recruiting & Talent
Source candidates, enrich profiles, and keep pipelines warm without switching between six tools.
05
Marketing & Growth
Build lead lists, segment audiences, and enrich campaign data with agents that do the research for you.
[ 03 ] Security
Enterprise-grade security.
Built for AI workloads.
Built with security-first architecture to protect your sensitive data and maintain compliance.
Zero retention, no training
All AI providers run under zero-retention terms. Your prompts, documents, and data are never used to train any model.
Encrypted in transit and at rest
Every request runs over TLS. Documents, database records, and backups are encrypted at rest using industry-standard encryption.
Data isolation
Strict tenant isolation keeps your data separate from other customers. Every resource stays within the workspace that owns it.
Role-based access controls
Assign owners, admins, and members per person, and change roles at any time. Permissions stay scoped to the workspace they're granted in.
Enterprise authentication
SSO and SCIM provisioning through your identity provider. Two-factor authentication for every organizational account.
Audit logging
Every action on your workspace is captured in an audit log. Admins can review the log for compliance and security.
Ready to see it in action?
See how Clavy can transform repetitive tasks into automated workflows. Schedule a demo and discover what's possible for your team.