ClearWork helps consulting firms and internal transformation teams run faster, more complete discovery by turning scattered knowledge into structured, source-backed deliverables.
Instead of relying only on workshops, meeting notes, spreadsheets, and static documentation, ClearWork captures knowledge from client documents, stakeholder interviews, meeting transcripts, recordings, and existing project materials. The platform then organizes that information into a living knowledge base that can be used to generate process maps, requirements, SOPs, user stories, risks, decisions, executive summaries, and implementation handoff materials.
For consulting firms, ClearWork helps reduce manual discovery work, improve stakeholder coverage, standardize discovery across engagements, and create deliverables that are easier to defend because outputs can be traced back to source inputs. This makes it useful for ERP and CRM discovery, operational improvement, transformation planning, requirements gathering, process documentation, and implementation scoping.
For internal transformation, operational excellence, and PMO teams, ClearWork helps create a trusted view of how work actually happens across people, systems, documents, and teams. Instead of letting process maps, SOPs, and requirements become outdated after a project ends, ClearWork helps maintain a living source of truth that can support transformation, governance, training, continuous improvement, and future initiatives.
ClearWork is best suited for teams that need discovery to become more than notes. It is built for organizations that want to capture real operational knowledge, identify gaps and contradictions, generate practical deliverables, and carry that knowledge from discovery into planning, delivery, and continuous improvement.
Key features:
AI-led stakeholder discovery
Document and transcript analysis
Discovery planning and gap identification
Source-backed process maps
Requirements generation
SOP and documentation creation
User stories and implementation handoff materials
Risk, decision, and gap tracking
Living project and process knowledge base
Consulting and internal transformation workflows
Best for:
Consulting firms
Transformation teams
Operational excellence teams
PMOs
ERP and CRM implementation teams
Process improvement teams
Requirements gathering teams
Teams replacing manual discovery, static documentation, and disconnected project artifacts