Data handling and encryption
Data is encrypted in transit with TLS and encrypted at rest using managed cloud encryption controls. We collect only what is required for delivery and apply retention limits by engagement.
Technology - The platform behind every automation we deliver
ClearPoint Agent is our proprietary AI orchestration platform — purpose-built to turn business problems into production-grade automations. It is the engine that powers every ClearPoint Logic engagement.
ClearPoint Agent - Intelligent automation, not just AI prompts
Most AI tools give you a chatbot. ClearPoint Agent gives you an autonomous system that understands your business, connects to your tools, and executes multi-step workflows with human oversight at every critical decision point.
AI Agent Orchestration
Our proprietary agent framework coordinates multiple AI models to tackle complex, multi-step business processes — not just one-off prompts.
Workflow Automation Engine
Visual workflow builder connects to your existing tools (CRMs, ERPs, email, scheduling, and more) and automates the handoffs that slow your team down.
Human-in-the-Loop Controls
Every automation includes configurable approval gates. AI recommends, humans decide. No black boxes, no surprises.
Modular Skill System
Pre-built and custom skills snap together like building blocks — intake routing, document generation, CRM updates, email sequences, and more.
Integration Framework
Native connectors for leading CRMs, payment processors, accounting platforms, scheduling tools, and dozens more. Your tools, connected.
Adaptive Workflow Routing
Routes incoming requests to the right automation path — intake form, document flow, follow-up sequence, or escalation — based on context and business rules you define.
Architecture - Built for reliability, designed for scale
A layered architecture that separates concerns cleanly — so your automations stay maintainable as your business grows.
01
Presentation
Web forms, chat interfaces, email intake, SMS/text, and your existing applications
02
Orchestration
ClearPoint Agent — AI-powered routing, skill selection, multi-step execution
03
Skills & Tools
CRM, billing, document generation, email, scheduling, analytics
04
Infrastructure
Google Cloud Platform — enterprise-grade reliability, scalability, and compliance
AI Foundation - Every leading model, one platform
ClearPoint Agent orchestrates across the industry's most capable AI models — selecting the right model for each task to optimize for quality, speed, and cost. No vendor lock-in. Always the best tool for the job.
See what ClearPoint Agent can automate for you
Get a free AI Opportunity Scan — no call required. We will analyze your workflows and show you where automation delivers the highest ROI.
Security & Compliance - Security controls built into delivery
Security is built into delivery from day one. We prioritize data protection, traceable controls, and practical governance that supports speed without compromising trust.
SOC 2 readiness
Controls are aligned with SOC 2 security principles and include role-based access controls, scoped credentials, and traceable audit pathways.
Infrastructure hardening
Primary hosting and automation infrastructure run on Google Cloud Platform with Cloudflare edge controls and zero-trust access patterns for administrative pathways.
Compliance posture
We design healthcare-adjacent workflows with HIPAA awareness, and compliance scope is explicitly defined during implementation planning.
Built on proven security frameworks
Our security controls are built on NIST AI RMF, NIST 800-53, and OWASP standards — continuously updated as the AI threat landscape evolves.
Get a Free AI Opportunity Scan
No call required. Share the problem you want to solve and we will send you a personalized report with 3 automations you can implement now.