Understand the work. Move it forward.

Bring projects, records, people, and AI together in one place built for construction.

Projects Documents Schedules Cost People AI agents

One place to understand the work. One place to move it.

Ask across projects, systems, and teams. Clevis answers with the records behind the answer, then helps the right person act without losing the thread.

PROJECT RECORDS

Grounded answers

Every response is connected to the company records that informed it.

FIELD HANDOFFS

Actions in context

Draft, assign, update, and escalate without losing the thread of the work.

APPROVAL GATE

Human judgment preserved

Sensitive decisions pause for approval before Clevis changes anything.

Your company already has the context. Clevis connects it.

Connect projects, documents, schedules, costs, and decisions while the systems your teams rely on keep doing their jobs.

See how context works

Integrations

Connect the systems your company already uses and bring their work into one streamlined company experience.

Procore

Procore Technologies

Connect company portfolio context, documents, schedules, cost codes, field records, and project workflows without replacing the source system.

Microsoft Teams

Microsoft

Bring teams, channels, messages, meetings, and organization groups into Clevis workflows.

SharePoint

Microsoft

Discover sites and selected file metadata while keeping document content in Microsoft 365 by default.

Outlook

Microsoft

Connect mail, calendar events, contacts, and shared mailbox context with explicit user or company scope.

Sage

Sage Group

Connect accounting and ERP records through a Sage product-specific data contract selected during setup.

Microsoft Excel

Microsoft

Access workbook structure and selected table or worksheet ranges through governed actions.

You3:46 PM

After today’s OAC, pull the open change, the cost codes it hits, and the owner conversation across systems.

Clevis Command3:46 PM

From today's OAC, the open item is CO-184 on Northline. It concentrates on cost codes 08 and 09, with the owner conversation still open in Teams and Outlook.

Company-linked change package

CO-184 · 4 systems · post-OAC

CO-184 · Northline

Scope change for Level 12 owner improvements

Cost codes 08 / 09

Forecast move vs committed package values

OAC channel notes

Owner accepted direction; pending formal CO

Owner recap thread

Meeting follow-up and next decision date

I can draft the CO package, attach code-level cost impact, or post the owner recap with the OAC notes linked.

You3:42 PM

Review RFI 042 against the latest drawings and draft a response.

Project Coordinator3:42 PM

Read RFI 042 and its current routing.

Give AI real work. Keep people in control.

See what agents are working on, review important decisions, and keep every result connected to the work behind it.

TOOL ACCESS

Project Coordinator

Workspace tool access

3 of 4 allowed

Read project documentsdocumentsRead indexed project files and their metadata.
Search RFIsproject controlsFind RFIs and their current routing.
Update RFIproject controlsUpdate an RFI response and status.
Manage commitmentscostCreate and update project commitments.

The right access

Agents work with the information and tools available to your team.

DECISION GATE

Approval when it matters

Important actions wait for the right person to review them.

RUN RECORD

Run started

Project Coordinator began the requested work.

Jul 18, 3:42 PM

A clear history

See what happened, which records were used, and what changed.

See the handoffs before they become delays.

See where the schedule needs attention, what agents are watching, and which activities could affect the next milestone. Your team keeps working from the schedule it already manages.

Phase 1 Baseline

Jul 11, 2026 – Aug 22, 2026

6-week Gantt

Activity

Jul 11

Jul 18

Jul 25

Aug 1

Aug 8

Aug 15

Aug 22

Phase 1 Baseline

Active

Coordination timeline

See what needs your team, what Clevis is watching, and where the schedule may move.

2Human attention

judgment needed

2Agent watch

monitor continuously

3Active

work in motion

1Milestones

handoff points

Coordination lane / activity

Jul 11

Sat

Jul 18

Sat

Jul 25

Sat

Aug 1

Sat

Aug 8

Sat

Aug 15

Sat

Aug 22

Sat

Human attention2

Blocked, overdue, constrained, or negative-float work that needs judgment.

Agent watch2

Critical or low-float work suited to continuous agent monitoring.

Team coordination1

Work in motion where people and agents coordinate updates and handoffs.

Planned2

Upcoming work without a current coordination signal.

Showing 7 of 148 activities overlapping Jul 11, 2026 – Aug 22, 2026.

Know where the money is moving.

Budget, commitments, change exposure, invoices, and forecast live in one financial control surface. Every cost code keeps the current plan, committed value, forecast, and variance together.

Revised budget

$43.68M

Forecast final

$44.13M

Open exposure

$1.42M

$450K over

Revised budgetCommittedCost to dateForecast final

You3:46 PM

Where is project cost moving this month?

Project Coordinator3:46 PM

Forecast final cost is $44.13M, currently $450K over the revised budget. Most of the movement is in mechanical systems and curtain wall. Open exposure is $1.42M, with $620K still pending.

Every file, with the context around it.

Bring uploaded files and documents from connected systems into one project library. Find, organize, preview, and work from the same records Clevis uses.

All sourcesAll types

Project filesDrawings148 documents

Folder	Indexed	Source	Updated	By	Size
Drawings	Indexed	Upload	Jul 18	Sam Chen	24.8 MB
RFIs	Indexed	Generated	Jul 18	Project Coordinator	1.2 MB
Submittals	Indexed	Procore	Jul 17	Maria Lopez	8.4 MB
Meetings	Indexed	OneDrive	Jul 16	Sam Chen	640 KB
Cost reports	Indexed	SharePoint	Jul 18	Alex Morgan	2.8 MB

You3:46 PM

What changed in the latest mechanical coordination set?

Project Coordinator3:46 PM

The July 18 set moves the Level 2 main duct 14 inches east to clear beam B-17. That change is connected to RFI 042, Submittal 23 05 93, and Drawing M-204. The RFI response is still awaiting approval.