Client-service operations
Clariox reads the call notes, the email thread, the half-written recap — and returns the work: action items, owners, deadlines, decisions, and a follow-up draft ready to send.
Ten briefs to start, no card. Built for small agencies and service teams — no workflow change required.
call w/ Marta + Dev (Ardent) — thu they hate the new hero, "too cold", want warmer photography Marta: legal needs to see the "clinically proven" claim before anything ships ?? Dev asked about the media plan AGAIN — we still owe them the split by channel someone resend the brand deck, they lost it launch before the 14th, Marta said maybe the 12th budget: MIGHT be another 20k, Dev checking w/ finance nobody happy about reporting — weekly not monthly
The real cost
Nothing dramatic goes wrong. A commitment gets made on a call, restated in an email, and softened in a recap — and by Friday no one can say who owns it or when it’s due.
Then it surfaces on the client’s status call instead of yours.
One Thursday, one account
The same Thursday, with Clariox
How it works
Paste call notes, forward an email thread, or drop a transcript. Fragments and typos are fine — that’s the normal case, not the edge case.
It separates commitments from context, attaches an owner and a date to each one, logs decisions verbatim, and flags what’s still unresolved.
You get an execution-ready summary and a follow-up draft in your voice. Edit anything, then push it to the client or to your project tool.
Example output
Three inputs of the kind that actually arrive on a Tuesday afternoon — and exactly what Clariox returns. Nothing here is simplified for the website.
call w/ Marta + Dev (Ardent) — thu, ~45m, mostly Q3 - they hate the new hero. "too cold". want warmer photography, Marta mentioned the spring shoot as reference - LEGAL: any "clinically proven" claim has to go through their legal before it ships. Marta will route it?? - Dev asked about the media plan again. we still owe them the split by channel. this is the second time. - resend the brand deck, they lost it (v3? the one w/ the new colour system) - launch: before the 14th. Marta said maybe the 12th. tbc - budget: they MIGHT have another 20k. Dev checking w/ finance. not confirmed, don't plan against it - reporting — nobody's happy. weekly not monthly, starting next wk - (Dev leaves for 2 wks on the 15th)
Detected in this input
Decisions
Reporting cadence changes from monthly to weekly, starting 4 Aug.
Hero direction is not approved; current version will not ship.
Unresolved — do not plan against
Additional £20k budget is unconfirmed pending Ardent finance.
Follow-up draft
Subject: Ardent × Harlow — Thursday recap and the 3 things we need from you
Marta, Dev — thanks for the time today. Summarising so nothing sits in anyone’s notes:
We’re reworking the hero toward warmer photography using the spring shoot as reference; you’ll see it Thursday 7 Aug. The channel-level media plan reaches you Monday 4 Aug. Reporting moves to weekly from 4 Aug.
From your side: Marta, the “clinically proven” claim needs to clear your legal team before we can ship — that’s currently the only thing that puts the launch date at risk. Dev, we’ll hold the additional £20k out of the plan until finance confirms. Can we also lock 12 or 14 Aug by Friday?
> From: Tom Vance <tom@meridian-fs.com> > Re: Re: Re: Website copy — round 2 > > Hi both — circling back. Compliance came back on the > homepage. They're fine with everything except the > "trusted by 40,000 investors" line, that needs a source > or it comes out. > > > From: Aisha Bello > > Also can we get the pricing page before the board > > pack goes out on the 9th? Rough is fine. > > > > From: Tom Vance > > > Forgot to mention — we've moved the domain to the > > > new registrar so whoever does DNS should talk to > > > Callum, not our old IT provider. > > > > > From: Aisha Bello > > > > The testimonial from Greenfield is approved. > > > > The other two are still with their comms team.
Detected in this input
Buried in the thread
The registrar change (message 11) has no owner on the client side other than Callum, who is not on this thread.
Follow-up draft
Subject: Meridian — where round 2 stands, and the 9th
Tom, Aisha — pulling this thread into one place.
The 40,000-investor line comes out unless you can point us at a source by Tuesday; we’ll draft a compliant alternative either way. Pricing page reaches you Friday 8 Aug, ahead of the board pack. Greenfield’s testimonial is approved and going in this week.
One thing needs an introduction: we need Callum on the DNS move — could you add him here?
team — kickoff w/ Northgate went fine. quick brain dump before I forget: scope is bigger than the SOW. they're assuming migration of the old blog (900+ posts) which we did NOT quote. need to raise this before we start, not after. they want to be in weekly on wednesdays. fine. their stakeholder is Ruth but the person who actually approves is her director (Ines?) who wasn't on the call. we need her in the room for the design review or we'll redo it twice. tech: they're on an old CMS, no staging env. Sam should look at whether we can even deploy safely. first milestone they said "end of Sept" but the SOW says mid Oct. someone check which one we signed.
Detected in this input
You
Sam O.
Lena M.
Flagged
Approver named in the notes (“Ines?”) is uncertain and was not on the call. Confirm before the design review.
Paste a real thread or the notes you actually took. You get the same brief — commitments with owners, the decisions in their own words, and what the material never answers.
Ten briefs to start, no card.
Where teams use it
After client calls
Paste your notes while the call is still fresh. Clariox separates what was decided from what was discussed, attaches owners and dates, and drafts the recap before the client writes their own version of events.
After long email threads
Forward the whole thread. Clariox reads it in order, resolves what changed between message three and message eleven, and tells you what you agreed to without you re-reading any of it.
After kickoff meetings
Assumptions the client stated but nobody quoted for get flagged as commercial risk, alongside the approval path and the dates that contradict the SOW.
After internal handoffs
Account lead on leave, project moving to a new PM, freelancer joining mid-sprint — Clariox turns the handover note into an owned task list with the open questions still marked open.
Why it matters
Every obligation leaves the call with a name and a date attached, so nothing depends on who remembered to write it down.
The recap goes out while the client still remembers the conversation — which is when it still has the power to set expectations.
One consistent format across every account manager, so your smallest client gets the same rigour as your largest.
Senior people stop spending evenings rewriting notes into task lists. That time is billable or it’s yours.
Or have us do it
Send one messy thread or meeting note and we’ll run it ourselves, read the output before you see it, and reply with the brief plus what we’d have chased. Useful when the material is sensitive, or when you want a second opinion before putting it in a tool.
Questions
No. Note-takers give you a transcript and a summary — a record of what was said. Clariox produces what has to happen next: named owners, dates, decisions in the exact wording used, and the items it could not resolve. If you already have a note-taker, paste its output into Clariox. That’s a common setup.
Yes, and threads are where it earns its keep. Clariox reads messages in sequence, so when a date slips in message four and changes again in message eleven, it uses the latest position rather than the loudest one. Forwarded threads, pasted notes, transcripts, and Slack exports all work.
It’s built for teams who owe things to people outside their own company — agencies, studios, consultancies, professional services, and in-house teams with internal clients. That’s who we design the defaults for. It works elsewhere; we just won’t pretend it was made for you if it wasn’t.
No. Clariox sits between the conversation and whatever tool you already use. You paste in, you review, you send or export. There’s nothing to migrate and no requirement that everyone adopt it before it becomes useful — one account lead can use it alone and still be better off.
Small and deliberate. We onboard a limited number of teams at a time, starting with a real sample of your material so you can judge the output before committing anything. Early-access teams get direct access to us, pricing fixed for twelve months, and disproportionate influence over what we build next.
Pilot material is deleted after 30 days unless you ask us to keep it, is never used to train models, and is never shared outside the team working on your pilot. Anonymise anything you’re unsure about — Clariox works fine on redacted text.
Your next call is in a few hours. Start with that one — one thread, one brief back.