What goes in, how ClearWork works out what's missing, what the human approval gate actually does, what comes out the other end, and how it stays true once the project moves on.
Not a one-off exercise you finish. A cycle that keeps running for as long as the process or the engagement does.
Read everything that's already written down. Work out what's missing from it. Then go and ask the people who know — by interview link, on their own time.
Every finding arrives as a proposed change with its source attached. A person on your team accepts, edits or rejects it. Nothing enters the record on its own.
Process maps, requirements, SOPs, user stories and summaries generate from the confirmed record — and flag themselves when a source behind them changes.
Most of a process is already documented somewhere. The part that matters usually isn't.
Documents, decks, SOPs, spreadsheets, existing process maps, policy manuals, meeting transcripts, recordings. ClearWork reads all of it and drafts a first baseline of the current state.
You're not starting from a blank canvas, and you're not paying anyone to retype what's already written.
ClearWork reads what it has against what the work actually needs, then separates the gaps rather than lumping them together as "issues":
Variations — the same process run differently by two teams or sites. Conflicts — two sources that disagree, both surfaced with their evidence. Unknowns — nobody has said yet, tracked as an open gap rather than filled with a plausible guess.
You review the plan and approve it before a single interview goes out.
Interview links go out by email, by role and by gap. Each opens a private response page — no scheduling, no human interviewer waiting, no calendar tetris across shifts and time zones.
This extends live discovery rather than replacing it. Run your workshops. Async interviews reach the second-shift supervisor, the regional team, and the person who was on leave that week.
A conversation that follows up on ambiguity and asks the second question — whichever the person prefers.
Targeted by role, process area and the specific gap being closed.
A narrated day-in-the-life recording, so they show you the workflow instead of describing it.
Screenshots, spreadsheets and notes that would normally disappear after a call.
Whether async interviews suit your organisation depends on its culture. Some teams use them constantly; others upload their own transcripts and never touch them. Both produce the same record — the interviews are a way to reach further, not a requirement.
This is the part that makes the rest of it trustworthy, and it's the part a chat assistant has no equivalent for.
Fair question, and a different one from traceability. Traceability tells you where a line came from. It doesn't tell you the extraction was right.
So the record shows its work. Every claim carries what it pulled and how confident it is. Ambiguity is flagged rather than resolved quietly. Where two sources disagree, both are surfaced with their evidence rather than one being silently chosen. Where nothing supports a claim, it stays an unknown instead of becoming a plausible guess.
Then a person confirms it. The gate is the answer, not the citation.
Not from a template you populate by hand, and not from a prompt you have to re-engineer every time. From the validated knowledge underneath.

Role-based flows with handoffs, decision points, system touchpoints and the exception paths that only surfaced in interviews.

Functional and non-functional requirements, traceability matrices, epics and acceptance criteria — each item linked to what produced it.
Every line source-linked
Procedure documents written from how the work is actually done, including the exceptions the old SOP never mentioned.

Current-state reads, gap analyses and leadership-ready narratives grounded in the same validated record.
What's unresolved, unmapped or dependent on a decision.
Metrics grounded in what teams actually do, not assumed cycle times.
Word and PDF for documents, Visio and draw.io for diagrams, structured formats for requirements.
Discovery isn't a phase that ends. The loop keeps running for as long as the process or the engagement does.
Every artifact stays connected to the sources behind it. When one of those changes — a corrected interview answer, a new policy, an updated procedure — every document built on it flags itself for review, with the change summarised and linked to what caused it.
A person approves it. Version history records who and when. Nothing rewrites itself behind your back, and nothing goes stale quietly.
Every output traces to the knowledge that produced it.
What changed, when, and who reviewed it.
Assigned, so documents don't become orphaned.
Scheduled re-checks plus flags when a source moves.
Start with what's true: a good model can draft a solid process map from documents you paste into it. That was never the hard part, and it gets easier every month. We're not betting against the models — we use them. The difference is everything around them.
The question isn't whether an AI could draft this.
It's who maintains it on Tuesday.
You could build most of this yourself with a model, a folder of prompt templates and a set of rules. Plenty of teams start there. The honest question is whether maintaining that rig is the job you want.
Client engagements and internal operations both carry material that can't go wandering. Here's where we actually stand.
SOC 2. Underway. Ask us on a call and we'll give you a real status rather than a reassurance.
No. Plenty of teams run discovery exactly as they always have — workshops, live sessions, their own note-takers — and upload the transcripts and documents that come out of it. That produces the same validated record.
The interviews exist to reach further than your calendar allows: the second-shift supervisor, the regional team, the person who was on leave. Whether your organisation takes to them varies a lot by culture, and that's fine either way.
No, and we'd argue against it. Live sessions are where you read the room, resolve disagreements and build buy-in. Nothing async does that.
What async does is extend the reach and then keep the record current after the workshop ends — which is where documentation normally starts drifting.
Upload what you already have and you have a first baseline the same day. A single process with six or seven interview responses typically produces a current-state map, an exception list and a list of open gaps inside a week.
That's why the trial is fourteen days rather than a pilot programme — it's long enough to do one process properly.
That's a conflict, and it's one of the more valuable things the system finds. Both versions are surfaced with their evidence rather than averaged into something true for neither.
If it's a genuine difference rather than a disagreement, it's recorded as a variation — so you can decide what to standardise and what variation is legitimate.
Yes — role-based flows, handoffs, decision points, system touchpoints and exception paths. The difference from a diagramming tool is that the map is generated from the underlying record rather than drawn by hand, so it carries the context behind each step and can be challenged line by line.
Diagrams export to Visio and draw.io.
It stays intact. Consulting projects can be archived and reactivated if the client returns for a later phase — everything is where you left it. Internal teams keep the record as the starting point for the next initiative rather than beginning discovery again.
No, and it's worth being clear about. Mining tools read system logs and tell you what your systems recorded — that's real, and it's roughly 40–50% of the picture.
ClearWork captures the rest: the judgment calls, exceptions, workarounds and reasons that happen in a spreadsheet or a hallway conversation and never touch a system of record. If you already run a mining tool, these complement each other. Analytics over system data isn't something we do today.
A few documents, a recording, and the questions you need answered. Fourteen days, your own material, and a real read at the end of it.
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