Every stakeholder review. Already routed.
Route unsupported claims, stale sources, brand drift, and account-specific risks to the right owner before export opens.
Review queue
2 blocking a send · 1 needs review
01Blocks send
TMS integrations migrate in under two weeks with no customer-side engineering.
02Blocks send
Customers see an 18% reduction in late-delivery penalties in the first quarter.
03
Benchmarked 22% faster onboarding than the incumbent in mid-market rollouts.
Automate simple sign-offs and complex multi-team reviews.
Product, security, legal, marketing, and revenue leaders can each own the checks that match their domain.
Claim review
Approve, reject, or request a source from one queue.
2 blocking a sendSource review
Refresh stale evidence before teams reuse it.
Refresh stale evidenceDeck review
Inspect the final artifact before delivery.
Send gate clearOne governed pipeline, source to send.
Every stage inherits the same approved evidence and reviewer state — nothing is rebuilt from memory.
- 01
Approved sources
The evidence teams already trust.
- 02
Governed claims
Each carries its source, risk, and reviewer.
- 03
Review & send gate
Unsupported language can't get through.
- 04
Buyer-ready deck
On-brand, source-backed, safe to send.
Reviewers get the context, not just the task.
Each review shows the account, the exact claim, the supporting source, and where it appears in the artifact.
- Each review carries the account, claim, source, and where it appears.
- Context checks flag a claim that isn't allowed in this meeting.
Canopy Route/CLM-309
Technical deep-dive · technical evaluation
Existing TMS integrations migrate in under two weeks with no customer-side engineering.
Evidence
No supporting source on file. Discovery notes record a ~6-week internal estimate.
Context checks
Not allowed for technical evaluation
Appears on slide 05 — Migration timing
Approve for contextRemove from deliverable
Removed from deliverable
No longer blocks the send · slide 05 updated
Nothing buyer-facing ships without sign-off.
Blocked claims keep export closed until the responsible reviewer approves or replaces the language.
- Blocked claims keep export closed until an owner signs off.
- Approve or replace the language — the gate updates live.
2 flagged claims block sending
Export stays closed until a reviewer approves or replaces each flagged claim.
CLM-309 · TMS migration
CLM-077 · Penalty reduction
Create buyer link
Reviewers stop chasing context. The claim, its source, and the exact slide it lands on are already in front of them.