The whole company. Connected.

Bring together the records, systems, people, and decisions behind the work, so your team can see what happened and what needs to happen next.

See Clevis in action

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.

Finding the record is only the beginning.

Clevis shows where a record came from, what it affects, who is responsible, and which decision can move the work forward.

Connected systems

Sources kept intact

Keep the systems your team relies on

Clevis connects information from Procore, SharePoint, Outlook, schedules, and cost systems while keeping its source clear.

Lineage

One continuous thread

See how the work connects

A drawing is connected to its RFI, the RFI to its decision, the decision to the schedule, and the schedule to the people responsible for what happens next.

Answer evidence

Inspecting sources…

Know what informed the answer

Follow an answer back to the files, records, and decisions behind it before deciding what to do next.

See the company as connected work.

Clevis connects projects, people, records, systems, commitments, and decisions without turning them into another folder structure.

As the work changes, those relationships change with it. Move from a company-wide question to the project record behind the answer while keeping the source and responsible person clear.

Systems

People

Files

Projects

Follow the story across the records.

The important story often crosses drawings, RFIs, submittals, meeting notes, schedules, and cost records. Clevis keeps those relationships visible.

Start with a field condition and follow the response, approval, affected activity, cost exposure, and responsible person without piecing the story together again.

See what a change touches.

When one record changes, Clevis can show the dates, commitments, procurement, approvals, and people that may be affected.

That context helps the team understand the consequences before an agent prepares an action or a person approves it. The goal is a better decision, not another alert.

Decision

RFI 042

Status: Pending architect review Approved · east offset revision
Response owner: Design team queue Sam Chen

Schedule

Activity A1210

Float: 5 working days 2 working days · at risk
Successor: Controls rough-in open Blocked pending release

Cost

CE-027

Exposure: $420K pending pricing $620K priced · ready for review

Procurement

Switchgear package

Release: On track for Jul 24 Hold until routing approval

Ownership

Field handoff

Waiting on: Install crew idle Sam Chen · release by Wednesday

Connect the work without opening every door.

Clevis keeps access, history, and human judgment intact as more of the company’s information comes together.

Connections respect access

People continue to see only the company and project information available to them. Connecting a system does not make its records visible to everyone.

Access

Same boundaries as work

WorkspaceAtlas Construction

RoleProject controls

Project set3 assigned

UnrelatedHidden

Knowledge carries forward

Records, decisions, and their relationships can remain useful company knowledge after a project is complete.

Company memory

Builds with every project

People stay in control

Clevis brings the relevant evidence to the decision, then keeps people in control when an action has real consequence.

Decision package

Gathering

Evidence: CO package + cost codes

Owner thread linked

Action waits for human sign-off