Working with clients means constantly collecting information from different sources - competitor research, industry reports, customer feedback, meetings, documents, and online resources.

Over time, this information becomes valuable, but it often ends up scattered across:

The challenge is not only collecting information. It’s remembering why something was important, who added it, what decision it influenced, and how it connects to the bigger picture.

Without a structured system, teams spend too much time searching for old research instead of building on what they already know.

Cluing helps you create a client-specific knowledge base where every insight stays connected to its source, context, and conversation.

Instead of saving random links or copying information into separate documents, capture insights as you work.

With Cluing, you can save important information from:

Highlight what matters, add your notes, and save it directly into the right Topic.

Each Snippet keeps the original source, making it easy to revisit the information later without searching through hundreds of tabs.

Every client has different needs. Cluing helps you structure your research in a way that matches your workflow.

Use Clusters to organize your work by client, department, or project.

For example:

Clusters help keep related Topics together while giving you control over permissions and access.

Topics are where your actual research lives. Save highlights, comments, documents, and discussions around a specific subject.

Invite teammates, clients, or external collaborators with View, Comment, or Edit permissions depending on what they need.

Workspace: Your Workspace is the central place where your team's client knowledge lives.

Everyone can access organized research without digging through old folders, emails, or conversations.

Not every client needs access to everything. With Cluing, you decide how people collaborate:

Instead of sending a document and asking "What do you think?", everyone can see the exact insight, the context behind it, and the conversation around it.

Once you've built a client knowledge base, AI can help you work from everything you've already collected.

Mention a Topic using @TopicName and ask questions like:

Because AI works with your saved Snippets, comments, and Topics, it understands the context behind your research instead of starting from zero.

You can also upload additional documents directly into AI Chat and ask Cluing to compare, summarize, or extract important information.

When research is complete, transform your findings into:

Open AI responses in Canvas, refine the document, and export or share the final version. Your research and your deliverables stay connected, so the reasoning behind every recommendation is never lost.

Every client project creates valuable knowledge. Cluing helps you preserve:

Instead of starting every project from scratch, your team builds on everything it has already learned.