Project Director

Project email governance without the filing tax — and without lock-in.

CleverClerk turns emails and attachments into a complete, defensible project record with AI summaries and semantic search. It integrates via OpenAPI with any system and can be deployed in your cloud for security and control.
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Why email remains the biggest governance gap

Email is the system of record — whether we like it or not. When filing is manual, completeness drops and retrieval becomes unreliable.

Incomplete records

Manual filing tools depend on perfect behavior. Real projects aren't perfect.

Slow retrieval

Threads and attachments are hard to reconstruct when it matters most.

Siloed context

Email doesn't flow into ERP/PM/document tools where governance and execution happen.

What CleverClerk does

CleverClerk makes project email a reliable record and makes it easy to use.

Governed record

A complete, auditable record of all project correspondence — threads, attachments, and access.
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AI on the truth

Summaries and search across the full record — without the filing tax.
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Open by design

Integrate via OpenAPI and deploy in your cloud for security and control.
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Deployment options

Choose the model that fits your governance requirements.

Your cloud

Deploy into your tenant/VPC for maximum control, security, and policy alignment.

Our cloud

Managed deployment with enterprise controls and clear data boundaries.

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

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