Project email, made operational

Project email.
Usable. Defensible. Connected.

Every important project decision happens over email threads. Clever Clerk automatically captures project correspondence, keeps it connected to the right project, and makes it easy to retrieve when teams, leadership, or legal need answers.
Clever Clerk product screenshot

Trusted by Industry Leader

Perkins&Will

What clever clerk does?

Clever Clerk automatically captures project emails and attachments, associates them with the right project, and makes them easier to search, review, and retrieve.

Capture

Automatic Capture Emails and attachments are captured without manual filing.
Project-Based OrganizationEvery conversation is associated with the correct project.
Persistent RecordProject history stays with the project, not individual inboxes.

Retrieve

Unified SearchSearch across project emails and attachments.
Conversation Summaries Understand long threads faster.
Decision Context Retrieve approvals and supporting information in minutes.

Connect

Works with Microsoft 365 Fits naturally into your existing workflows.
Open IntegrationsConnects with project and operational systems.
Flexible Deployment Deploy securely in your cloud or ours.

Security, Governance & Compliance — Built In

CleverClerk is designed for risk-conscious AEC IT and legal teams. Security and compliance aren't add-ons — they're foundational.

Privacy by Design

Project correspondence is processed with strict data governance controls.

Access & Control

Enterprise-grade authentication and granular role management. Full audit trails ensure traceability across every action.

Certified & Verified

CleverClerk aligns with ISO 27001, SOC 2, and ISO 42001 standards — validating our information security and AI governance practices.

Run a pilot on one project

Prefer proof over promises!Validate Clever Clerk in your own environment with a structured 30-day pilot.
Defensible Project Record

Defensible Project Record

Capture project correspondence automatically and create a complete, searchable record that stays with the project.
Faster Retrieval

Faster Retrieval

Retrieve project emails, attachments, and approvals in minutes -not hours - when teams, leadership, or legal need them.
Understand Conversations Faster

Understand Conversations Faster

Quickly understand project decisions and context with AI-generated summaries and semantic search.
Works With Your Existing Systems

Works With Your Existing Systems

Deploy in your cloud or ours and connect with your Microsoft 365, ERP, and project systems using OpenAPI.

Stop Losing Critical Project Emails

Book a demo

FAQ

Looking for something else?
See All FAQs
Category Q1

Category A1

Category Q2

Category A2

Category 3 Q1

Category 3 A1

Category 3 Q2

Category 3 A2