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Arlington, VA 22209
866-568-0590
info@clearpointstrategy.com
ClearPoint AI · Live in every tier
AI strategic planning software that keeps your strategy current,
even when nobody logs in
Every answer cites its source. Every change is permission-checked and audited. ClearPoint AI is not trained on customer data.
Leader in Strategic Planning & Execution · G2 Fall 2026Pause
Trusted by 150+ organizations · 20,582 strategic plans
Why plans go stale
Why do strategic plans go stale, and what does AI change?
Because the people who own the work rarely open the tool. ClearPoint AI goes to them instead.
76%
of named element owners have never posted a single update
0logins
needed to update a scorecard from email or Teams
100%
of answers cite their source and respect user permissions
Source: ClearPoint platform data, 604 organizations, September 2026. A named owner counts as inactive when they have never posted an update on any element they own.
What is ClearPoint AI?
ClearPoint AI is the AI inside ClearPoint’s strategic planning software. It reads a plain-English request from email, Microsoft Teams, Outlook or your own assistant over the MCP Server, reasons over your plan, and writes a governed, permission-aware update back to the scorecard.
New to ClearPoint? See the strategy execution platform ›How it works
What does ClearPoint AI do inside a live plan?
Five jobs, one governed loop. It reaches the people who own the work, briefs leaders, grounds every answer in your documents, guides the analysis and turns it into owned action.
01Reach in
02Brief
03Ground
04Guide
05Act
Meet your team where the work already happens
The people whose input you need most are the least likely to open another tool. ClearPoint AI reaches them in email and Teams, and your own assistant connects over the MCP Server.
Over MCP, Claude, ChatGPT or Microsoft Copilot can also build: scorecard hierarchies, custom fields, measure data and calculated series such as variance-to-target.
Reply to an emailAsk ClearBot in TeamsMCP: Claude · ChatGPT · Microsoft Copilot
A homepage that briefs you, depending on who you are
My AI Briefing rebuilds from live account data every time it opens. Executives get a Strategy Brief with a recommended focus and the questions worth asking. Contributors get a checklist of what needs their update. Administrators see adoption signals across the account.
Recent updatesStrategy BriefKey signalsMy checklist
Answers from your own documents, with the source attached
Upload your strategic plan, a board paper or a policy document, or connect OneDrive, Google Drive or Slack. ClearPoint AI answers from that context and cites where each answer came from.
AI Knowledge BaseSource citationsAI Memories
Guided workflows for real strategy work
Playbooks are structured, multi-step conversations: SWOT, risk assessment, year-over-year comparison, correlation analysis, account rollovers and OKR builds. Type “create a scorecard” and the right playbook opens on its own.
SWOT analysisYear-over-yearCorrelationOKR build
From a recommendation to an owned action, in one click
ClearPoint AI writes the performance analysis and recommends next steps on any element, from what is actually in the plan. One click turns a recommendation into an action item with status, type and owner already set.
Objective analysisScorecard analysisOwner pre-set
Email reply · Q3 Strategy ReportMy AI Briefing · executive viewAI Knowledge Base · AskPlaybook · SWOT · step 2 of 4Objective · Recommendations
Bring your own AI
Can I use ClearPoint from Claude, ChatGPT or Copilot?
Yes. The ClearPoint MCP Server connects the assistant you already use to your plan. It signs in with OAuth and sees only what you are allowed to see.
Works with
Claude
ChatGPT
Microsoft Copilot
and any MCP-compatible client
Ask
Search the plan and get answers: what is at risk, who owns it, what changed.
Build
Create scorecards, objectives, measures, initiatives and calculated series.
Update
Write measure data and status updates back, in batches.
OAuth sign-in · Scoped to each user’s permissions · Rate-limited
Your own AI · connected over MCP
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Works with
Which AI assistants and apps work with ClearPoint?
Any MCP-compatible assistant can connect to your plan. ClearPoint AI also works inside the apps your team already uses.
Connect your AI assistant over MCP
MCP setup guide ›- Remote MCP server
- OAuth 2.0 sign-in
- Read-only option
- Every call runs with the user’s own permissions
ClearPoint AI works where your team works
Updates and pre-reads
Microsoft Teams
Outlook
Sources for cited answers
OneDrive
Google Drive
Slack
The Monday before a strategy review
What changes in the week before a strategy review?
Same meeting, different week. The numbers are current by Monday night and the pre-read lands on Wednesday afternoon.
Without
3 days
of chasing
- MonEmail 14 owners asking for updates. Four reply.
- TueCopy numbers from the replies into the scorecard by hand.
- WedBuild the deck. Rewrite the commentary. Guess at the why.
- ThuPresent numbers that were stale on Monday.
With ClearPoint AI
Wed, 4 PM
the pre-read is in every attendee’s inbox
- MonOwners reply to the report email in plain English. Updates land in the scorecard, attributed.
- TueClearPoint AI writes the variance analysis from the numbers and cites the survey memo.
- WedEvery attendee gets a role-aware pre-read in Outlook. Two stale measures are flagged.
- ThuThe meeting is about decisions, not data collection.
In the product
What does AI for strategic planning look like in the product?
Watch the tour, then look closer at the screens owners use most. Every element it creates is confirmed back to you before it lands.
ClearPoint AI, in motion
Video: ClearPoint AI building, analyzing and updating a live strategic plan.
01
Tell it what you need. It builds the scorecard.
Ask in plain English for a scorecard, objectives or measures. It suggests measures and initiatives that fit your framework, Balanced Scorecard or OKRs, and confirms each element before it lands.
02
Analysis written from your real numbers
Open any measure and the Analyze Data panel explains the variance, drafts the analysis and suggests what to do next.
03
From analysis to next steps
Analysis and recommendations sit side by side on the element. One click turns a recommendation into an owned action item.
Drafts the plan in your framework
Mission, vision, goals and success measures as a starting draft, in the framework you use: Balanced Scorecard, OKRs, Hoshin Kanri, EOS, V2MOM, SWOT and more. You review every element before it is saved.
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Flags what is likely to slip
It spots initiatives likely to miss their deadline from past patterns and suggests a corrective action.
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Writes the formulas
It writes the formula for a calculated series and suggests the evaluation logic.
New
Board decks, written for you
Ask for the quarterly deck and ClearPoint AI builds the PowerPoint from live data.
Charts by sentence
Type “make this a Gantt chart” and the chart changes to match.
Compare the whole account
Rank departments, find your top and bottom performers, and spot conflicts between projects.
On every page
The assistant sits in the left navigation, ready to brainstorm, analyze, plan or act wherever you are.
Governance
Who controls what ClearPoint AI can do?
Your administrators. For public sector, healthcare, education and regulated buyers, governance decides the purchase. Every rule lives in System Setup, not in user profiles.
SOC 2 Type 2TX-RAMPGDPRCCPANIST CSFVPATWCAG 2.2 AA
One master switch
A single toggle hides every AI feature, account-wide.
Permission-aware
Surfaces only what each user may already see, and says so when it can’t answer.
New
Human sign-off
With Scorecard Approvals, AI-written changes wait for an approver, tagged “AI generated.”
Transcripts reviewable
Administrators review AI conversations across users.
Named audit trail
The AI audit log shows who asked and what changed, by display name.
Set the behavior
Tone, response length, supportive or challenging, plus custom guidelines on every response.
Honest boundaries
Says when a request is outside its capabilities instead of reporting false success.
Cited sources
Answers grounded in the AI Knowledge Base cite the document they came from.
Your data stays yours
Not trained on your data
Customer data is not used to train or improve the AI models.
Closed API, personal data removed
ClearPoint AI calls OpenAI and Anthropic models through closed API integrations, with personal information removed before any request.
Encrypted
TLS 1.2 or higher in transit, AES-256 at rest.
Reviewed before release
Every AI feature goes through security review and a data-flow assessment before it ships.
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Packaging
Which AI features come with my ClearPoint license?
All of them. Your tier sets how much reasoning capability ClearPoint can draw on, not which features you get. Nobody picks a model: a quick status question runs light, a Strategy Brief reaches for the highest tier you hold.
Essential
Standard AI capability on every ClearPoint AI surface.
Handles
- Ask a question of your scorecard
- Draft and summarize updates
- Reply-by-email and Teams updates
Advanced
Adds a more capable tier for longer, multi-step reasoning.
Adds
- Everything in Essential
- Multi-step playbooks: SWOT, risk assessment
- Analysis across a wider slice of the plan
Enterprise
Adds the highest tier, used automatically for the most demanding work.
Adds
- Everything in Advanced
- Strategy Brief generation across the whole plan
- Enterprise and industry-level plan work
- Scorecard Approvals on AI-written changes
Same in every tierPermission-aware answersAdmin master switchAI audit logKnowledge Base groundingEmail and Teams updates
G2 · Fall 2026
Rated a Leader by the people who run the plan
Badges across Strategic Planning & Execution, OKRs and Strategic Portfolio Management.
See your own plan in ClearPoint AI, in 30 minutes.
Book a free 30-minute demoFAQ
Questions buyers ask about ClearPoint AI
Security, subprocessors and AI data handling live in the Trust Center.
Can administrators turn ClearPoint AI off?
Yes. One toggle in System Setup hides every AI feature account-wide. Administrators set AI preferences, not individual users, so behavior stays consistent, and they can review AI chat transcripts across users.
Does ClearPoint AI respect user permissions?
Yes. It surfaces only what each user already has permission to see, and tells them clearly when it can’t answer for that reason.
Can a person approve AI-written changes before they land?
Yes. With Scorecard Approvals, an Enterprise feature, updates, edits, additions and deletions wait for an approver. Changes written by ClearPoint AI carry an “AI generated” tag, so approvers know where they came from.
Can I use ClearPoint AI without logging in?
Yes. Reply in plain English to any ClearPoint email carrying a PDF export. ClearPoint AI reads the attachment, answers your question and writes updates back into the scorecard. ClearBot in Microsoft Teams works the same way.
Can I connect my own AI assistant to ClearPoint?
Yes. The ClearPoint MCP Server connects Claude, ChatGPT or Microsoft Copilot to your ClearPoint data over a secure, OAuth-authenticated connection. Your assistant reads your strategy and, where your permissions allow, writes back: measure data, custom fields, scorecard hierarchies and calculated series such as variance-to-target.
Can it answer from our own documents?
Yes. Upload documents to the AI Knowledge Base and ClearPoint AI answers from that context, citing the source of each answer.
Can ClearPoint AI build the board report?
Yes. Ask for the quarterly report and ClearPoint AI assembles it from live data, as a briefing book or a PowerPoint deck.
Where do I review AI data security and subprocessors?
The Trust Center holds the current picture: SOC 2 Type 2 and TX-RAMP authorization, the maintained subprocessor list, and the AI data handling and training-data documentation.
How can AI be used in strategic planning?
Inside a live plan, ClearPoint AI builds scorecards from plain-English requests, writes performance analysis from your real numbers, recommends next steps you can turn into owned action items, and collects updates by email, Microsoft Teams or your own assistant over the MCP Server. Playbooks guide SWOT analyses, risk assessments and OKR builds. Read the AI strategic planning guide
Which AI software is best for strategic planning?
Look for AI that does both: drafts the plan and keeps it current. ClearPoint AI drafts mission, vision, goals and success measures in the framework you use, then works inside the live plan: it respects each user’s permissions, cites its sources, writes audited updates back to the scorecard, and gives administrators a master switch and transcript oversight.
Book a free demo
See your plan in ClearPoint
A strategic planning expert who knows your sector reviews your needs, loads your plan, your data or your use case into ClearPoint, then walks you through it.
- 30 minutes
- Your plan, loaded before the call
- You pick the time
What happens next
- Pick a time that works for you
Two short steps, then choose a slot on the calendar. No back-and-forth emails.
- Your expert scopes the demo
A strategic planning expert who works with organizations like yours reviews your request and asks what you want to see.
- You see ClearPoint with your data
Your plan, measures or use case is loaded before the call, so the 30 minutes run on your organization. Nothing to share yet? They show you an organization like yours.
150+ organizations run their plans on ClearPoint
City of DurhamCity of Fort CollinsSouthern Ohio Medical CenterChoctaw NationJEA
4.6/5
on G2 · 179 reviews
20,582
strategic plans
3 weeks
to your first live scorecard
Updated September 2026
In their words
“This platform has created opportunities we never imagined. Prior to ClearPoint, we never had the data in a way individuals could value.”
Octavius M.Assistant to the City Manager“This system keeps you finding operational efficiencies. Several of these opportunities have resulted in millions of dollars in savings!”
Brandie H.Director of Strategy“Before ClearPoint, we were drowning in spreadsheets and PowerPoints.”
Darren E.Director of FinanceInstant tour
Click through ClearPoint yourself
Explore at your own pace, then book a demo when you're ready. No form, no call.
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