The proof OS

Every piece of proof you have. In one place your team can actually use.

Case studies, testimonials and video. Reviews from Google, Trustpilot, G2 and Clutch. What customers say on calls. Casily brings it all in, gets it confirmed by the customer, and plugs it into your sales and marketing work.

Free plan. No card required.

Step 1

Capture

Reviews from Google, Trustpilot, G2 and Clutch, case studies and testimonials, video, and what customers already said on calls. One library.

Step 2

Confirm

One tap from your customer — three buttons, no form, no login. The moment they say yes, a verified page goes live; the moment they change their mind, it comes down.

What you may use

Their name, their logo, the numbers, direct quotes.

Where you may use it

Proposals, your website, social posts, or anonymised only.

Step 3

Activate

Proposals, sales emails, LinkedIn posts, deck slides, CRM write-back, and embeddable collections on your own website. Your team asks for proof and gets the right quote, already cleared for use.

Brings in proof from

GoogleTrustpilotG2ClutchCall transcriptsYour websitePaste or upload
Bring in what you have

Reviews, past calls, published work, and calls still to come.

Four paths, in the order proof actually arrives. They work together, not instead of each other.

Reviews

Import customer reviews

Bring in reviews from Google, Trustpilot, G2 and Clutch with their source and attribution.

Past

Bring in past calls

Drop in transcripts from calls you've already had. Many files at once.

VTTSRTTXTDOCXPDF
Published

Pull in what's published

Paste a link to a case study on your site.

Future

Capture calls from now on

Connect Fathom or Fireflies if you already record your customer calls — nothing new joins the meeting.

FathomFireflies

If you don't record yet, Casily can join your customer calls from your calendar instead.

What happens next

The draft is written before you ask for it.

1

A source arrives

A review, case study, website page or customer call transcript comes into the same library.

2

Casily drafts from the source

It finds the specific outcomes, figures and quotable lines, then drafts without adding what isn't there.

3

You review what it found

Every figure and quote stays traceable to its source. Nothing is published until you approve.

Nothing invented

Only what the source actually says.

Whether the source is a review, a published case study, website content or a customer call, Casily stays inside it. Every figure and quote traces back to the original. If the proof is thin, Casily says so rather than padding it.

  • Every figure and quote traces to its source.
  • No invented metrics or results.
  • No words placed in a customer's mouth.
  • Customer caveats are kept, not smoothed over.
Approved, and provably so

Two gates, and a record of what each one allowed.

1

You approve the draft

Read the draft and approve it internally before any customer ever sees it.

2

Your customer approves use

They get a link, no account needed. They record what you may use.

The customer records what you can use
  • Named or anonymous
  • Their logo
  • The numbers
  • A direct quote

Casily records who approved which version and when. Edit it afterwards and the approval is flagged as no longer matching.

Still true

Proof goes stale. Casily tells you when.

  • Casily flags proof that's aging or whose numbers have moved on.
  • You can ask the customer to confirm, correct, or withdraw what they said, in one link.
  • Anything approved is tied to the exact version they saw, so an edit after sign-off is flagged rather than silently carried forward.

Find the right proof for a live deal.

Describe the deal, or open it from your pipeline. Casily returns the proof that fits, each with the reason it fits.

We don't keep your transcripts

Casily extracts what proof needs.

Casily extracts what proof needs and can discard the raw transcript straight away. Your drafts and proof are unaffected, because the material they need is extracted first.

You choose how long the original transcript is kept: discard it after extraction, keep it for seven days, or keep it. New workspaces discard it after extraction.

Raw transcript

Extracted proof passages are kept. The raw transcript can be discarded. You always know which is which.

Discard7 daysKeep
Use it where you already work

Proof available in Claude and ChatGPT.

Casily connects to Claude and ChatGPT, so the proof is there in the tool where you write proposals and decks. Casily is the system of record underneath, not a replacement for either.

ClaudeChatGPT
Proof on your own site

Put your proof on your own site.

Build a filtered collection — fintech, onboarding, whatever you need — and embed it. It updates itself, and a withdrawn item disappears from your site automatically.

Embeddable collection

One snippet on your page. The collection reflects your library today — when proof is confirmed, it appears; when it's withdrawn, it's gone.

FintechOnboardingEnterprise
FAQ

Frequently asked questions

What does Casily do?

Casily brings your customer proof into one place: reviews from Google, Trustpilot, G2 and Clutch, existing case studies and website content, and what customers say on calls. It helps turn that material into usable proof, records what has been confirmed and what you are allowed to use, flags proof that may be going stale, and finds the strongest fit for sales and marketing work.

How does Casily create case studies?

A call transcript is one route into Casily. It pulls out the passages that carry proof — the problem, what changed, the figures and the quotable lines — and drafts from those passages only. The same source-led process works with reviews, existing case studies and website content. Nothing leaves draft state until a person approves it.

Does Casily keep our call transcripts?

Only if you ask it to. When you bring in a call transcript, Casily extracts the proof-relevant passages. Your workspace setting then decides what happens to the raw transcript: discard it immediately, keep it for seven days, or retain it. New workspaces discard it as soon as extraction has succeeded.

Do we need a bot to join our calls?

No. Calls are only one source of proof, and Casily can work with transcripts you already have from Fathom or Fireflies, forwarded transcripts, or uploaded VTT, SRT, TXT, DOCX and PDF files. If you do want Casily to capture future calls, joining from your calendar is available as a fallback rather than the default.

How is this different from asking Claude or ChatGPT?

A general assistant can produce plausible copy from whatever appears in a prompt. Casily works from traceable source material: reviews, existing case studies, website content and customer call transcripts. Nothing is invented, and every figure and quote traces back to its source. Casily also distinguishes customer-confirmed proof from attributed public reviews and unconfirmed references, while tracking what was approved, what has changed and what you may still use.

Who approves what gets published?

Everything Casily drafts starts as a draft. Someone on your team approves it internally, and when customer confirmation matters you can send the customer a read-only link to approve, correct or withdraw it without logging in. Approval is tied to the exact version they saw, so a later edit is flagged instead of silently inheriting that approval.

Can a customer approve proof for proposals but not our website?

Yes. When a customer confirms, they choose where you may use their proof: in proposals and decks sent to prospects, on your website and public proof pages, in social posts and press, or anywhere as long as they aren't identified. A customer can approve proof for private proposals without approving it for your website, and Casily enforces that on every output — publishing, deck slides, social posts and embeds all respect the scope they granted. If a customer withdraws a scope, the affected outputs are blocked and the public page comes down.

Where is our data stored?

Application data is stored in Supabase on AWS in eu-west-1, in Ireland, and Casily itself is built and run from Ireland with no non-EU parent company. Row-level security is enabled on every table carrying customer data, so one workspace cannot read another's. The third parties involved in running the product are listed on our sub-processors page, and none of them use your content to train models.

Early access

Casily is in early access.

We're building this with a small group of founders and sales teams. Early users get free access while we build, and a direct line to the founder.

Get started free

Built in Ireland