For Project Directors

Stop reconstructing project history from email threads

CleverClerk reduces manual filing and makes decisions, approvals, attachments, and project context easier to find through every handover.

Why do project decisions get lost in the details?

When you need to revisit a project decision, every email, approval, and attachment should be easy to find, understand, and trust.

Slow Retrieval

Finding the right email is only the beginning. Reconstructing the full conversation, approvals, and attachments takes valuable time.

Hidden Project Context

Long email threads make it difficult to understand who decided what, when, and why.

Gaps in the Record

When manual filing falls behind, important project correspondence is left out of the project record.

What CleverClerk does

CleverClerk brings discussions, decisions and project updates together, so your team can follow through on commitments and keep work moving.
01

A connected project story

  • Historical and ongoing correspondence together
  • Documents alongside related discussions
  • RFIs and submittals organised with tags
Step 1 · A connected project story
Historical and ongoing correspondence
Documents alongside discussions
RFIs and submittals with tags
02

Clear answers on what was agreed

  • AI questions about decisions and commitments
  • Relevant discussions found without exact keywords
  • Original correspondence available to review
Step 2 · Clear answers on what was agreed
Ask about decisions and commitments
Found without exact keywords
Original correspondence to review
03

A clearer view of what needs attention

  • Project Digest with key discussions and activity
  • Action items and open threads in one overview
  • Context for follow-ups, meetings and handovers
Step 3 · A clearer view of what needs attention
Project Digest
Action items and open threads
Context for handovers

A connected project story

  • Historical and ongoing correspondence together
  • Documents alongside related discussions
  • RFIs and submittals organised with tags

See what’s possible with your project knowledge

Prefer proof over promises!Try CleverClerk free for 30 days with your own project information, and see how your team can spend less time organising and more time getting answers.
Try 30 days free trial
Less time filing

Less time filing

Automatic filing and AI tagging keep correspondence organised as work progresses, reducing everyday admin.
A clearer view of each project

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

Bring the bigger picture into focus

Ask questions across your project history, with deeper document retrieval that brings relevant details into view.
Ask where you already work

Ask where you already work

Use Claude or ChatGPT to ask about project decisions, discussions and details, with CleverClerk providing the context through MCP.

Stop Losing Critical Project Emails

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FAQ

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