Project decisions are too important to lose in email
From One Firm's Challenge to an Industry Solution
The problem wasn't managing projects - it was managing the correspondence behind them.
We solved that problem inside Perkins & Will over eight years of real-world use. Today, we're bringing that proven system to AEC firms looking to build complete, searchable project correspondence records.
The Missing Layer in Every Project
The conversations behind every approval, change, and client decision are often the hardest part of a project to find when they matter most.Scattered Correspondence
Lost Project Context
Disconnected Decisions
How CleverClerk works?
From the first conversation to the next decision, here’s how CleverClerk supports your team’s everyday work.Bring email into the project
Map emails from Outlook or connect your mailbox for auto-mapping under your organisation’s settings. Keep conversations and attachments linked to the project.
- Keep the conversation together
- Find attachments alongside the email
- Map manually or use mailbox auto-mapping
Find answers in the record
Search by meaning when you do not remember the exact words. Use AI chat and summaries to understand the decisions and discussions in your project.
- Summarise lengthy email conversations
- Search project emails and attachments
- Find the context behind an approval
Turn project answers into next steps
Use the context you’ve found to follow up on commitments, address concerns and prepare for what comes next.
- Follow up on agreed actions and open questions.
- Address concerns in conversations needing attention.
- Prepare for project meetings with key updates and decisions.
Map emails from Outlook or connect your mailbox for auto-mapping under your organisation’s settings. Keep conversations and attachments linked to the project.
- Keep the conversation together
- Find attachments alongside the email
- Map manually or use mailbox auto-mapping
Search by meaning when you do not remember the exact words. Use AI chat and summaries to understand the decisions and discussions in your project.
- Summarise lengthy email conversations
- Search project emails and attachments
- Find the context behind an approval
Use the context you’ve found to follow up on commitments, address concerns and prepare for what comes next.
- Follow up on agreed actions and open questions.
- Address concerns in conversations needing attention.
- Prepare for project meetings with key updates and decisions.
See what’s possible with your project knowledge
Less time filing
Automatic filing and AI tagging keep correspondence organised as work progresses, reducing everyday admin.
A clearer view of each project
AI Chat and Project Digest help your team understand decisions, catch up on activity and follow up on open items.
Bring the bigger picture into focus
Ask questions across your project history, with deeper document retrieval that brings relevant details into view.