Clarion
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00 Features

One system. Every part of your operations.

Clarion brings strategy, meetings, metrics, knowledge, and team together in one place — built to be lived in daily, not checked once a quarter.

01 Strategy & direction
— 01

Vision Board

Document the long view — core values, purpose, targets — and keep it visible to everyone.

  • Core values, long-term purpose, target customer
  • Goals across 3-year, 1-year, and 90-day horizons
  • Goal items by type — revenue, profit, KPI, checklist — with progress
  • Annual priorities and strategic pillars, editable by the leadership team
— 02

Milestones

Quarterly goals with a clear owner, a due date, and a definition of done.

  • Title, description, owner, due date, and quarter
  • Status tracking — on track, off track, completed
  • Subtasks with checkboxes, due dates, and inline editing
  • Definition-of-done field on every milestone
  • List and Kanban views
  • Team roll-up cards so leadership sees health at a glance
— 03

Org Structure

Roles and accountabilities, mapped — so everyone knows who owns what.

  • Role-based nodes for internal, advisor, external, and vacant seats
  • Self-referential hierarchy with primary assignments
  • Responsibilities captured on every role
02 Execution
— 04

Metrics

A weekly scorecard that makes progress visible and incremental improvement measurable.

  • Daily, weekly, or monthly cadence per metric
  • Inverted metrics — when lower is better, red flips the other way
  • Owner assignment, unit, and target on every metric
  • Sparkline trends with prior-week vs this-week comparison
  • Key-metric flagging to surface on the dashboard
  • Drag-to-reorder and team roll-up cards
  • Flag a metric as a challenge in one click when it drifts off target
— 05

Syncs — meetings that actually move

A guided, structured format for weekly, monthly, and quarterly meetings that produce real decisions.

  • Live sync mode with timer and attendee tracking
  • Six-step default agenda: scorecard → wins & notables → milestones → actions → challenges → summary
  • Rename, reorder, retime or add steps — per sync, or as your company default
  • Attach briefing text, images or checklists to any step
  • Wins & Notables flow straight into the team's hub as a posted note
  • Cadence options: daily, weekly, biweekly, or monthly
  • Session status: scheduled, in progress, completed, cancelled
  • Auto-generated recap — what was reviewed, what was decided, what's owed
— 06

Challenges

Surface problems before they become crises. Identify, escalate, resolve — at the right level, fast.

  • Priority levels — high, medium, low — with color-coded buttons
  • Status: open, in progress, resolved, escalated
  • Team voting so the biggest issues rise to the top
  • Days-old counter and resolution timestamp
  • Escalation flag to push a challenge up the org
  • Inline editing with auto-save and visible confirmation
— 07

Action Items

Lightweight to-dos with owners and due dates — created anywhere, visible everywhere.

  • Owner, due date, and past-due highlighting
  • Source tracking — manual or created during a sync
  • Completion toggle with timestamp
  • Team-scoped by default so nothing leaks across contexts
  • Dedicated page + visible inside every sync
03 Knowledge
— 08

Hub — team feed

A single surface for wins, notables, and team-level announcements. Pin what matters, leave the rest chronological.

  • Rich text notes with author and date metadata
  • Pinnable posts for standing announcements
  • Syncs' Wins & Notables auto-post here
— 09

Knowledgebase

Process documentation your team can actually find — drafted, published, and versioned.

  • Rich content with video embeds, structured docs, and inline images
  • Categories and tags per company, customizable
  • Status: draft, published, archived
  • Version history on every article
  • Team-scoped or private — only relevant people see it
— 10

Assets

A home for the files and links your team reaches for every week.

  • Uploads and downloads over expiring private links — files are never public
  • Version history with per-version notes
  • Categories and tags, customizable per company
  • Team-scoped or global; private or shared
  • Thumbnails for images and PDFs
04 Scale
— 11

Teams & Multi-Company

Clarion scales from a single team to an agency running dozens of client orgs.

  • Hierarchical teams with parent/child relationships
  • Company hierarchy — parent company with client sub-companies
  • Five roles — Owner, Admin, Internal, Advisor, Contractor — with settings, people and integrations limited to Owner and Admin
  • Grant someone access across every client company at once, or one at a time
  • Admins see every team; everyone else sees the teams they are on
For consultants
— 12

Advisor View

A single dashboard across every business you support.

  • All managed companies in one list, with health scores
  • Per-company: milestones on track, metrics on target, open and escalated challenges
  • Last-sync timestamp so you know where to show up next
  • Health status: Healthy, Needs Attention, At Risk
  • Spin a client company out as independent in one click
— 13

Quick Add

Capture a challenge or action item from anywhere in the app — without breaking flow.

  • Keyboard shortcuts: C for challenge, A for action item
  • Sidebar button always visible
  • Auto-scoped to your currently active team
  • Owner picker and priority/due date inline
05 Build on Clarion
For developers
— 14

Integration API

A versioned REST API with scoped keys, so your other systems can read and write Clarion.

  • Company-scoped API keys with least-privilege scopes, created in-app
  • Push metric values from a cron job, n8n, Zapier or any script
  • Read metrics, action items and milestones
  • Re-runs update rather than duplicate — safe on a schedule
  • Versioned at /v1, with a stated compatibility policy
For developers
— 15

Webhooks

Signed events when something changes, so your systems react without polling.

  • Six events across metrics, milestones, action items and challenges
  • HMAC-SHA256 signatures over a timestamp, so captured deliveries expire
  • Five attempts with exponential backoff
  • A delivery log with response codes, and one-click redelivery
For developers
— 16

Embedded Apps

Put your own tool in the Clarion sidebar, with the signed-in company and user handed to it.

  • Renders in-app; your product, inside their workflow
  • Short-lived signed tokens, bound to one app and expiring in five minutes
  • Company, team, user and role arrive verified — no second login
  • Ships a copy-ready integration brief for your engineers
— 17

Calendar sync

Syncs land in the calendar your team already lives in.

  • Google Calendar
  • Microsoft Outlook and Microsoft 365
  • iCal and Apple Calendar
08 Get started

Ready to build unstoppable momentum?

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