Clai Clai Demo Playbook
01/ 07Cover
claiOS · The 30-minute demo

Four words.
One platform.

By the end of this, your prospect can describe Clai back to a colleague in four words, and they'll have one next step booked.

C1 Chat
C2 Contracts
C3 Compliance
C4 Communication
claiOS the AI deal platform
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Start here0:00 – 5:00

30 seconds of warmth,
then get to work.

Before you show a single screen, find the pain. Their answer decides which C you spend the most time on.

Ask first · take visible notes
"Before I show anything, what's hurting most right now? What takes the most time, or what scares you most about compliance?"
Then: "Everything in Clai lives in four C's. I'll show each, then we'll talk next steps. Jump in anytime."
The whole platform, in four C's
C1

Chat

Your AI deal assistant, run the whole platform in plain language.

C2

Contracts

Create, edit, send, sign, rebuilt AI-first.

C3

Compliance

Audit-ready by default, not a post-closing scramble.

C4

Communication

Automated follow-up that keeps clients for years.

C1 Chat

They talk to it.
Not 16 buttons.

"This is how agents actually use Clai, they ask a question and get an answer."

Every deal becomes searchable. Questions that took a spreadsheet now take five seconds.
Drop your screen recording
deals · everything bar⌘K
C⏎
Clai · answered from 12 indexed deals
3 leases expired in Q2

Harbor Realty · 14 leases reviewed. Tap any to open the deal, the contract, and the compliance trail.

1410 W 24th St88 Bay Ridge Ave220 Coral Way
C2 Contracts

We rebuilt sign,
AI-first.

"Upload a flat PDF. Watch Clai find every field, then edit it live."

Five apps and a Pro Adobe license collapse into one screen. Don't talk over the click, let it land.
Drop your Quick Sign recording
quick sign · auto-detect7 fields
NON-DISCLOSURE AGREEMENT
SAMPLE - FOR TESTING PURPOSES ONLY

This Agreement is entered into as of April 23✓ by and between Coral Way LLC✓ ("Disclosing Party") and Jonathon Reyes✓ ("Receiving Party").

The Receiving Party shall hold all Confidential Information disclosed at 1410 W 24th St✓ in strict confidence for a term of 24 months✓.

Signed: J. Reyes✓ · Dated Apr 23, 2026✓

Detecting fields…
C3 Compliance

Built into the process -
not a scramble.

"Clai won't even let you send a contract that's missing a critical field."

Your next audit is one button instead of two weeks of spreadsheets.
Drop your completeness-check recording
compliance · 220 Coral Wayaudit-ready
2 critical fields missing
Closing date · earnest deposit amount
Send blocked
Inspection contingencyauto-extractedMay 02
Earnest deposit dueauto-extractedMay 06
Appraisal deadlineauto-extractedMay 18
Close of escrowauto-extractedJun 01
C4 Communication

Follow-up that
runs itself.

"Realtors are bad at follow-up because there's no system. Clai makes it automatic."

Six months later your client hears from you, remembers why they hired you, and refers a friend.
Drop your follow-up composer recording
follow-up · from executed contractauto
CDraft
Clai drafted · ready to send
Your earnest deposit, due Friday, May 6

Hi Jonathon, quick reminder that your initial escrow deposit of $33,500 is due this Friday. I've attached wiring instructions from the title company. Reply here and I'll confirm receipt the moment it lands.

Now
Escrow deposit reminder
On close
Closing congrats
+6 months
Check-in & referral ask
Close it25:00 – 30:00

Three things,
written down, before we go.

1

Onboarding call booked

Ideally on the calendar before they leave the room.

2

One thing they send Clai

Their state's templates or a few past contracts to upload.

3

One thing Clai commits to

A landing page, a draft template, or an integration check.

The question that surfaces objections
"What's the one thing that would make you confident to put your first agent on this next week?"
Roadmap · one breathApp Store, voice, and agentic compliance are all landing soon.