Everything your project knows, one question away.
From a crowded inbox to a clearer project picture.
From bringing project history together to finding answers with AI, see what you can do with CleverClerk.Bring Your Project Information Together
Keep past and current conversations and files together for shared project context.
Bring your email history together
Bring historical emails into CleverClerk in one go and organise them into projects, so earlier discussions stay within reach.
- Find emails by people, project number and date.
- Review the matching conversations.
- Import selected emails into the project together.
Work smarter with the Outlook add-in
Keep project emails organised where you already work. Map conversations directly from Outlook without switching between tools.
- Open CleverClerk beside your email.
- Map the conversation to a project.
- Keep working in outlook
Keep your files close
Bring project documents together with emails and attachments, so your team has the information and context in one place.
- Add documents to your project.
- Keep files alongside project correspondence.
- Find the information your team needs.
Bring Your Project Information Together
Keep past and current conversations and files together for shared project context.
Bring your email history together
Bring historical emails into CleverClerk in one go and organise them into projects, so earlier discussions stay within reach.
- Find emails by people, project number and date.
- Review the matching conversations.
- Import selected emails into the project together.
Work smarter with the Outlook add-in
Keep project emails organised where you already work. Map conversations directly from Outlook without switching between tools.
- Open CleverClerk beside your email.
- Map the conversation to a project.
- Keep working in outlook
Keep your files close
Bring project documents together with emails and attachments, so your team has the information and context in one place.
- Add documents to your project.
- Keep files alongside project correspondence.
- Find the information your team needs.
Less Filing. More Progress.
Organise correspondence with automatic mapping, AI tags and controlled access.
Put email filing on autopilot
Let AI tag emails based on their content, keeping RFIs, submittals and other project correspondence clearly categorised.
- Match incoming emails to projects.
- Keep correspondence organised as it arrives.
- Reduce manual email filing.
Keep RFIs and submittals in order
Let AI tag emails based on their content, keeping RFIs, submittals and other project correspondence clearly categorised.
- Organise correspondence with project tags.
- Automatically tag emails using AI.
- Find RFIs, submittals and related discussions.
Keep confidential work in the right hands
Control access to confidential projects and emails, so sensitive correspondence stays with the people authorised to see it.
- Set projects and emails as confidential.
- Manage who can access them.
- Keep sensitive information within the right team.
Less Filing. More Progress.
Organise correspondence with automatic mapping, AI tags and controlled access.
Put email filing on autopilot
Let AI tag emails based on their content, keeping RFIs, submittals and other project correspondence clearly categorised.
- Match incoming emails to projects.
- Keep correspondence organised as it arrives.
- Reduce manual email filing.
Keep RFIs and submittals in order
Let AI tag emails based on their content, keeping RFIs, submittals and other project correspondence clearly categorised.
- Organise correspondence with project tags.
- Automatically tag emails using AI.
- Find RFIs, submittals and related discussions.
Keep confidential work in the right hands
Control access to confidential projects and emails, so sensitive correspondence stays with the people authorised to see it.
- Set projects and emails as confidential.
- Manage who can access them.
- Keep sensitive information within the right team.
Find What Matters.
Search by meaning and get answers within or across projects.
Search the way you think
Find relevant project information even when you don’t remember the exact wording. Search by meaning to get to the details faster.
- Describe what you’re looking for.
- Find relevant emails and files.
- Get to the information behind the result.
Ask what you need to know
Ask about a project’s discussions, decisions and details. Get answers grounded in its correspondence, so you can move forward with context.
- Ask a question about your project.
- Get answers from its correspondence.
- Bring the wider context into view.
See the bigger picture across projects
Ask questions across projects to find relevant discussions and information without checking each project separately.
- Ask across your projects in one place.
- Find information beyond a single project.
- Bring the wider context into view.
Find What Matters.
Search by meaning and get answers within or across projects.
Search the way you think
Find relevant project information even when you don’t remember the exact wording. Search by meaning to get to the details faster.
- Describe what you’re looking for.
- Find relevant emails and files.
- Get to the information behind the result.
Ask what you need to know
Ask about a project’s discussions, decisions and details. Get answers grounded in its correspondence, so you can move forward with context.
- Ask a question about your project.
- Get answers from its correspondence.
- Bring the wider context into view.
See the bigger picture across projects
Ask questions across projects to find relevant discussions and information without checking each project separately.
- Ask across your projects in one place.
- Find information beyond a single project.
- Bring the wider context into view.
Get the Story Behind Your Projects
Catch up on activity, see connections and spot conversations needing attention.
See where your project stands
Get key discussions, recent activity and action items in one overview, so you know what’s happening in your project and what needs attention.
- Generate an updated summary of your project using digest.
- Catch up on discussions and recent activity.
- Follow up on what needs attention in your project.
Understand the connections behind your projects
See the relationships between people and firms in your filed correspondence, so you can find the right contact through work you’ve done before.
- See connections between people and firms.
- Find contacts from past project correspondence.
- Reach out to the right person for your next project discussion.
Get a sense of the tone
Recognise signs of frustration or pushback before they get lost in the noise. CleverClerk reads the full conversation to help you understand its tone.
- Assess the full thread, beyond the latest message.
- See positive, neutral or negative sentiment.
- Follow up on concerns before they escalate.
Get the Story Behind Your Projects
Catch up on activity, see connections and spot conversations needing attention.
See where your project stands
Get key discussions, recent activity and action items in one overview, so you know what’s happening in your project and what needs attention.
- Generate an updated summary of your project using digest.
- Catch up on discussions and recent activity.
- Follow up on what needs attention in your project.
Understand the connections behind your projects
See the relationships between people and firms in your filed correspondence, so you can find the right contact through work you’ve done before.
- See connections between people and firms.
- Find contacts from past project correspondence.
- Reach out to the right person for your next project discussion.
Get a sense of the tone
Recognise signs of frustration or pushback before they get lost in the noise. CleverClerk reads the full conversation to help you understand its tone.
- Assess the full thread, beyond the latest message.
- See positive, neutral or negative sentiment.
- Follow up on concerns before they escalate.
Your project knowledge, connected to the AI tools you use.
Connect a compatible assistant through CleverClerk’s MCP server. Search permitted project emails and attachments, ask questions and follow the sources behind an answer.
- 01 — Generate
Choose the project scope
Create a token for the projects the assistant is allowed to use.
- 02 — Connect
Connect your assistant
Add the server URL and token to a compatible MCP client.
- 03 — Ask
Ask about the project
Search and summarise within the permissions granted to the connection.
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.