Deliver every client engagement on discovery you can defend.
ClearWork turns documents, recordings, and AI-led stakeholder interviews into validated client knowledge — then generates process maps, requirements docs, BRDs, RTMs, SOPs, and user stories, with every line traceable to its source.
A missed requirement becomes a scope dispute. A missed process step becomes a failed go-live. ClearWork makes sure neither one slips — and proves where every line of the deliverable came from.
Outputs your clients can challenge — and you can defend.
The one thing a diagramming tool, a doc generator, or a generic AI prompt can't promise you on a client engagement: every line in every deliverable linked to the SME interview, recording, or document where it came from.
Every output linked to its source
Click any line of a process map, requirement, SOP, or roadmap to see the interview moment, recording timestamp, or document section it came from.
Nothing enters without you confirming it
New information is proposed as a change. Your team reviews and approves before it joins the trusted client base. No silent overwrites.
Outputs flag themselves when sources change
When discovery shifts mid-engagement, any deliverable built from changed sources is flagged out of sync — with one-click regeneration.
Faster discovery. Defensible deliverables. Better margins.
The discovery efficiency you'd expect from automation — with the evidence trail you need to defend the work product.
Less manual discovery
Cut interview, transcription, and synthesis hours through async AI-led capture and gap detection.
Sourced to evidence
Every requirement, process step, and decision in your deliverables links back to the SME interview or document it came from.
Every deliverable
Generate process maps, requirements, RTMs, BRDs, SOPs, user stories, and roadmaps from the same validated knowledge.
Repeatable methodology
Standardize discovery across every engagement type and every team in the firm.
How automated discovery delivers trusted deliverables for every engagement.
Client materials and interviews flow in. The knowledge base updates itself, your team validates each change, and deliverables generate from validated truth — and stay in sync as the engagement evolves.
AI-led SME interviews
Async voice, structured Q&A, screen+narration walkthroughs
Client materials
Scope docs, prior decks, SOPs, spreadsheets, diagrams
Live session capture
Transcripts, recordings, meeting bots, in-room notes
Engagement activity
Decisions, risks, requirements, change requests, approvals
Living client knowledge base
A continuously updated source of truth for the engagement — validated, traceable, ready to defend.
self-creating wikiProcess maps & swimlanes
Role-based flows, handoffs, exception paths, decision points
Requirements docs & RTMs
Functional, non-functional, traceability matrices, BRDs
SOPs & user stories
Standard operating procedures, epics, acceptance criteria
Roadmaps & executive briefs
Current-state summaries, opportunity narratives, client-ready presentations
Two consulting jobs. One platform.
Whether you're advising the client on what to do or implementing it for them, ClearWork shapes around the engagement — not the other way around.
Looking for the full product walkthrough? See how ClearWork works →
Operating model assessment · $400M professional services firm · planned 6-week sprint compressed to 3 weeks · 12 stakeholders, 4 functional areas.
The setupDay 1 of a six-week diagnostic.
The executive committee wants a current-state read and a recommendation they can act on. Twelve stakeholders. Two business units. A stack of prior strategy decks nobody has read in eighteen months. The fear: missing the nuance that turns a credible recommendation into one a partner can poke holes in.
Week 1Augment live discovery with asynchronous AI interviews.
Your team still leads the live discovery sessions, but ClearWork expands the reach between meetings. Send AI interview links by email to all twelve stakeholders, including the people who would never make the workshop. They can respond by voice or text, attach context, or share their screen for a complete day-in-the-life walkthrough. ClearWork captures the tribal knowledge, analyzes it, and cross-references it against the client knowledge base so the next live session is sharper and the final output is stronger.
Mid-engagementSynthesize the nuance, not just the headlines.
ClearWork organizes every interview, document, and recording into connected pages — by stakeholder, by process area, by decision point. When stakeholders conflict, the page shows both views with sources. When a process step appears in three interviews with three exception paths, all three are surfaced.
Nuance organizedThe deliverable momentGenerate the diagnosis from validated truth.
Generate the current-state assessment, gap analysis, and executive presentation from the same validated dataset. Every recommendation traces back to the SME interview that surfaced it. When the CFO challenges a finding in the readout, you click the line and show the evidence.
Client-ready outputThe payoffSix-week diagnosis delivered in three.
A recommendation the executive team can't poke holes in — because every claim has a source. And a living knowledge base the implementation partner can pick up from, instead of starting over from a static deck.
ERP implementation · 18 process areas, 4 entities · designed 5-week discovery period reduced to 3 weeks · deeper knowledge and more reliable requirements before build.
The setupDay 4 of an ERP implementation kickoff.
Discovery is designed to run for five weeks before design starts. Eighteen process areas across four entities. The last engagement like this still found scope misses in UAT. The fear: starting the build on shallow discovery and unreliable requirements.
Week 1Use async AI interviews to deepen live discovery.
Your consultants still run the live discovery workshops, but ClearWork lets process owners across all four entities contribute in parallel through an interview link sent by email. SMEs can explain exceptions, answer follow-ups, attach files, or share their screen to capture a complete day-in-the-life walkthrough. ClearWork turns that tribal knowledge into structured findings, cross-references it with the client knowledge base, and surfaces conflicts, variations, and missing requirements before design begins.
Across discoveryA plan that exposes the gaps before design.
ClearWork reviews the client context and interview responses, then identifies missing process owners, conflicting procedures, untested SOPs, and ambiguous requirements. The team approves AI follow-ups and live-session topics before gaps become design assumptions.
Gaps found earlyThe deliverable momentGenerate deeper, build-ready requirements.
Generate the requirements doc, as-is process maps, fit-gap analysis, SOPs, and user stories from the same validated dataset. Push the stories to Jira. Because each requirement is tied to source evidence, build starts with more reliable requirements and fewer late surprises.
Requirements readyThe payoffFive-week discovery reduced to three — with deeper knowledge.
Scope misses caught in week 2 instead of UAT. A knowledge base the next phase team inherits, not a deck nobody opens. More reliable requirements, cleaner handoffs, and a faster path into design and build.
Same platform. Same loop. The work shapes around your engagement.
See the full product flow →