Claros Relay
Every handoff is a risk. Relay makes it a process.
When someone goes on vacation, changes roles, or leaves the company, critical context disappears. Relay replaces verbal handoffs with structured briefs — prioritised, tracked, and signed off.
Verbal handoffs drop context. Every time.
Your lead engineer goes on parental leave. She sends a long email with everything the covering engineer needs to know. He reads it once, archives it, and starts the week.
By Wednesday, three things have fallen through the cracks. One is a client commitment with a deadline nobody mentioned. One is a monitoring alert that's been firing intermittently — she knew to ignore it, he escalates it. One is a dependency on another team's release that needed a nudge last Friday.
The email was thorough. The process was not. Handoffs need structure: what's critical, what needs monitoring, what's background. They need tracking: has the recipient reviewed each item? They need a feedback loop: what's unclear, what's missing?
Step by step
How Relay works
Create the handoff brief
The person handing off creates a brief with items classified by priority: critical (must be handled), monitor (watch for changes), and background (context, no action needed). Each item carries a deadline, personal context notes, source type, and optional assignment to a specific recipient.
Publish to recipients
Handoffs can have multiple named recipients. When published, all recipients are notified by email. Specific items can be assigned to specific people.
Recipients work the checklist
Recipients see an action-oriented interface sorted by priority. Urgent items appear in callout blocks. Items not touched in 48 hours get staleness warnings. If something is unclear, the recipient flags it with a question — which immediately notifies the creator for async discussion.
Sign off
The sign-off panel only appears when all critical items have been reviewed. Completion is timestamped and noted. The creator sees confirmation that the handoff is complete.
Creator monitors progress
A live dashboard shows engaged, untouched, and flagged item counts. Dual progress bars track review completion and time elapsed against deadlines. Alert banners surface stale or approaching-deadline items.
Interactive demo
See it in action
A vacation handoff brief — browse critical items, flag a question, and watch the sign-off workflow enforce completion before the brief closes.
What Relay can do
Capabilities
Priority-Tiered Briefs
Items classified as critical, monitor, or background. Interface groups and colour-codes by tier. Each item carries deadlines, context notes, source type, and recipient assignment.
Role-Based Views
Three distinct interfaces for the same data: the creator's brief editor (overview-oriented), the recipient's checklist (action-oriented with checkboxes and staleness warnings), and the creator's coverage monitor (live progress dashboard).
Sign-Off Workflow
Formal completion gated on all critical items being reviewed. Timestamp and note captured. The creator sees confirmation without having to ask.
Flag & Discuss
Recipients flag unclear items with questions. Immediate email notification to the creator. Threaded comments for async back-and-forth. Resolving a thread auto-unflags the item.
Recurring Handoffs
Templates with daily, weekly, or biweekly recurrence. Scheduled jobs generate draft handoffs automatically. Built for shift-based teams with regular transitions.
ISO 27001 A.7 Compliance Certification
For compliance-critical handoffs: security responsibility identification, coverage scoring, formal certification records, recipient acknowledgment capture with IP address and user agent, and PDF export packages for audit evidence.
Analytics Dashboard
Org-wide reporting: handoff frequency, item status breakdown, completion rates per creator, flagged items by type, and average completion time. Filterable by date range and handoff type.
Email Notifications
Four automated types: handoff published, item flagged, deadline reminder (daily for items due tomorrow), and creator digest (daily health report on all active handoffs).
The platform
Part of the Claros platform
Handoff briefs reference documents from Scribe's knowledge base. Relay's handoff certification status feeds into Scribe's cross-product compliance dashboard.
Process ownership captured in Cadence informs who needs to receive handoff briefs when roles change.
Handoff items can reference Protocol runbooks. When a procedure owner transfers, the handoff includes execution history and current runbook version.
Pending decisions in Arbiter can be included as handoff items so the incoming person inherits decision context.
Handoff items with approaching deadlines surface as prioritised tasks in Cortex.
Who uses Relay
Built for
Team Leads
Create structured handoffs before vacations, parental leave, or role changes. Monitor completion in real time instead of hoping for the best.
Project Managers
Ensure project handoffs between phases or teams include every commitment, dependency, and open item. Track acknowledgment.
HR / People Ops
Standardise role transition handoffs across the organisation. Track completion rates and identify teams where handoffs consistently fail.
Compliance Officers
ISO 27001 A.7 certification for security-critical role transitions. Formal acknowledgment records and audit-ready PDF exports.
See Relay in action.
Book a 20-minute demo. We'll walk through a handoff brief from creation to sign-off.
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