Agentic systems
Agents that pull data, draft work, and update the tools you already use — under rules you set. Not a chat window that answers a question and stops.
We design the technology and AI systems your business runs on.
AI advisory & engineering
SMB & mid-market · Boston, MA
ClearStack builds agentic workflows and private knowledge tools for growing companies — the kind of infrastructure most teams only get once they hire an in-house AI function. Plain language. Working systems. No science project.
Approach
What we actually build
Custom build-outs
Private search over your files and records, internal copilots, and automations shaped around your workflows. Built for your shop, not a generic template.
Guided adoption
Foundation models and platforms sized to your budget, set up with guardrails, and handed off with training so the team can actually run what we leave behind.
Industries
Where we go deep
A few verticals with a clear case for agentic systems — not a thin pass at every industry on earth.
Research, drafting, and case admin eat billable hours. Return is easy to measure. Privileged material stays under the same confidentiality bar as the rest of your practice.
Heavy admin load and staff turnover leave real knowledge gaps. Built HIPAA-aware from the start, not bolted on later.
High document volume and hard seasonal deadlines make the payoff obvious. Client financial records handled with the care you already owe them.
Deals move without a procurement committee. Systems can go live in the same cycle they are meant to support.
Bids, contracts, and RFIs pile up in a market most AI shops ignore. Bid and contract data stays as confidential as the paperwork.
For companies outside the five above: a vendor-neutral look at your stack and where AI actually fits — and where it does not.
Services
How engagements start
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AI readiness assessmentA structured pass over workflows, data, and tools to find where agentic AI pays off — and where it does not.
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Agentic workflow design & build
Design and ship multi-step agents that execute real work inside the systems you already run.
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Custom knowledge & search
Private retrieval over your documents, policies, and history so answers come from your business, not the open web.
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Ongoing advisory
Monthly strategy and hands-on support as models, tools, and the business change. Priced for SMB and mid-market budgets.
Process
How an engagement runs
Map workflows, data, and where time actually goes.
Scope the system worth building, with a clear return before code.
Implement, test, and wire it into how the team already works.
Train people, harden ops, and stay on while it earns its keep.
Contact
Find the system worth building
A first consult is a conversation, not a pitch. Bring the workflow that eats the most time — we will tell you plainly whether AI is the right fix.
Prefer email? hello@clearstackai.io
Based in the U.S. Working with teams remotely.