Turn Scattered Client Knowledge — Into Connected Intelligence

ClearWork helps consultants deliver faster, more reliable, higher-margin engagements by automatically capturing documents, interviews, meeting notes, project updates, and other unstructured client information — then organizing it into intelligence the whole team can build on.

Feedback

"A complete gamechanger. ClearWork makes my team significantly more efficient by augmenting and streamlining the traditional marathon of discovery meetings."

Fractional CTO & Delivery Lead

Use AI-led async interviews, capture live meeting notes, documents, and project activity to build the foundation behind better requirements, cleaner handoffs, stronger adoption, and fewer surprises.

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ClearWork AI Process Discovery

ClearWork runs asynchronous AI discovery interviews, analyzes client materials and meetings, and turns scattered operational knowledge into evidence-backed process maps, requirements, SOPs, and delivery-ready outputs.

  • ✓ Assign AI-led discovery interviews to SMEs by process, role, or knowledge gap — async, voice, text, or screen sharing on their schedule.
  • ✓ Ingest documents, decks, spreadsheets, recordings, transcripts, meeting notes, and existing process artifacts.
  • ✓ ClearWork automatically centralizes, organizes and creates a living intelligence layer for all current state workflows, exceptions, variations, decisions, systems, requirements, risks and gaps.
  • ✓ Generate the work products teams need next: process maps, requirements, SOPs, roadmaps, user stories, tasks, and executive summaries.
Async discovery in action
Async AI interviews
Client files
Meetings
Systems
Decisions
Context
Processes
Requirements
Risks & gaps

ClearWork AI Discovery Layer

AI interviews, client context, and project knowledge become structured transformation intelligence your team can use.

Transformation Intelligence
Process maps
Requirements & SOPs
Delivery plans

One Platform. Built for Two Roles.

Your work generates knowledge faster than your team can capture it. Choose your focus to see how ClearWork turns discovery into finished deliverables.

Consulting & advisory

Accelerate discovery and protect margin.

ClearWork helps consulting teams move from scattered client context to a structured discovery plan. Ask for what you need, let AI generate the plan, then review, edit, and approve before delivery work begins.

  • Generate discovery plans, workstreams, SME interviews, and follow-up tasks automatically.
  • Use async AI interviews to capture process reality without endless workshops.
  • Turn discovery into process maps, requirements, roadmaps, user stories, and client-ready outputs.
Explore consulting use cases
Internal transformation & OpEx

Standardize work without the meeting marathon.

ClearWork captures how work actually happens, converts it into living process documentation, and keeps SOPs current as source knowledge, workflows, and stakeholder feedback change.

  • Generate SOPs, process maps, requirements, and operational documentation automatically.
  • Detect when source knowledge changes and propose updates for review.
  • Build governance, version control, ownership, and continuous improvement into the way work is documented.
Explore OpEx use cases

Get Started in a Day — Not in a Month

Start your first project, capture real workflows, and generate outputs within hours — without changing how your team works.

Step 1 — Start

Start with what you have

Upload docs or define scope — ClearWork builds your project instantly.

Drop files
Step 2 — Capture

Capture real work (async)

SMEs respond via chat or voice recording. Optional: run targeted live sessions.

Recording...
Step 3 — Generate

Generate outputs instantly

Process maps, SOPs, and requirements grounded in real inputs.

Step 4 — Refine

Refine, don’t rebuild

Stakeholders validate, AI highlights gaps, and outputs stay live.

Timeline to Transformation

1
Day 1

Create project, upload materials, and assign your key SMEs.

2
Day 2

Responses begin flowing in; AI starts building initial outputs.

End of Week

Process maps, requirements, and full visibility generated.

Will my team adopt this?

No more long workshops. SMEs contribute on their own time with less repetition and zero scheduling friction.

Can I trust AI outputs?

Everything is grounded in real stakeholder inputs and fully traceable — not based on generic industry templates.

Do I need to change my process?

No. Keep your established delivery methodology — ClearWork simply removes friction from the discovery phase.

Successful Transformation Starts With Process Discovery

Automate discovery to capture real workflows directly from your users. Identify bottlenecks and prepare for any transformation—process, system, or AI—with a shared source of truth.

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See your real process in days