Project Email, Made Defensible
Every project-critical decision already happened over email. Now it's part of the project record.
Every important project decision happens over email threads.
CleverClerk automatically captures project correspondence, keeps it connected to the right project, and makes it easy to retrieve when teams, leadership, or legal need answers.
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
What cleverClerk does?
CleverClerk 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.
Trusted by
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.
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
Capture project correspondence automatically and create a complete, searchable record that stays with the project.
Faster Retrieval
Retrieve project emails, attachments, and approvals in minutes -not hours - when teams, leadership, or legal need them.
Understand Conversations Faster
Quickly understand project decisions and context with AI-generated summaries and semantic search.