Plain disclosures.
What Clino is, what it isn't, and how it works with your information.
No guarantees
Clino and its certified advisors don't promise or guarantee results, revenue, income or outcomes of any kind. What you get is an honest reading of where you stand and a plan to move it. Any number you see on this site describes how the process works, not what a business will earn.
Readings, not advice of record
The assessment, clearance and playbook are tools for your decisions. Your advisor brings options with their cost in time and money; you make and own every decision. Clino isn't a substitute for a licensed accountant, attorney or financial advisor. When your plan calls for one, your advisor brings in the network or a provider you choose.
The screener
The screener on this site is a self-reported estimate from 34 answers. It isn't a CAVU assessment. Your advisor's reading uses all 327 questions, scored against written anchors.
Advisors and the network
Advisors are independent and certified in the CAVU process. The network is the first recommendation for specialist work because it is holistic, less expensive and faster. Choosing an outside provider is always the owner's option.
Your information
- Owners see their own scores, report, playbook and meeting recaps in the owner portal.
- Each advisor's private notes stay with the advisor. They never appear in the owner portal or owner exports, and organizations can't see them.
- Organizations see roll-ups across their owners, not individual owner detail.
Full privacy policy and terms of service are being finalized.