Clerkwell builds AI systems that read the inbox, pull data out of documents, update your CRM and draft the weekly report. A person on your team approves anything that matters before it goes out.
Built in Canada for teams of 5 to 100 people across Canada, the US, the UK and Australia. Fixed prices, quoted before work starts.
If someone on your team copies information from one place to another for hours each week, that work can probably be automated. These are the jobs we see most.
We map how work moves through your team and pick 3 to 5 tasks where automation will save the most time. You get a written plan with estimated hours saved.
About 1 weekWe build on the tools you already use, test with your real (approved) data, and measure time saved and accuracy against how things ran before.
2 to 4 weeksWe watch the automations, fix anything that breaks, tune them as your business changes, and send a monthly report on what they handled.
Monthly, cancel anytimeEach one is adapted to your tools and rules. Yellow steps are where a person on your team stays in control.
Typical result: replies go out in minutes instead of the next day.
Typical result: data entry shrinks to reviewing exceptions.
Typical result: Monday's report is ready before Monday.
The final quote depends on how many systems are connected and how complex the rules are. You'll have it in writing before any work begins.
The fee is credited to your build if you go ahead.
Best first project for most teams.
For teams automating a whole department.
Support hours and response times are set in writing.
Our first three clients get a tightly scoped pilot for $1,500–2,000 CAD. In return we ask for structured feedback and, if you're comfortable, permission to publish a short case study.
Apply for a pilotPrices exclude applicable taxes. US clients can be invoiced in USD at the equivalent rate. AI model and software usage is billed to your own accounts where possible, so you see exactly what it costs.
Payments, outgoing customer messages and important decisions wait for a person on your team to approve them.
We build inside accounts you own wherever possible. If we part ways, everything stays with you.
Each client's credentials and data are kept separate, and secrets are stored encrypted.
Each automated step is recorded, so you can see what happened, when and why.
When something fails, you get an alert and a person picks it up. Nothing fails silently.
We design to Canadian privacy requirements (PIPEDA and provincial law) and the rules where you operate.
Usually not. We connect to the tools you already have, such as Gmail or Outlook, Excel or Google Sheets, HubSpot and other CRMs, QuickBooks, and most systems that offer an API or email export.
No. Most of what we build runs in the background: reading documents, moving data between systems and preparing drafts. A chatbot is only one option, and often not the most useful one.
We design for it. Uncertain results are flagged and sent to a person, required fields are checked by fixed rules, and important actions need approval. During the pilot we measure accuracy against your own data so you can see the error rate before relying on it.
You own the workflows we build for you and your data. We keep the right to reuse our general-purpose building blocks across clients, which is part of why our prices are lower than fully custom development. The agreement spells this out.
An audit can usually start within a week. A starter project typically takes 2 to 4 weeks from kickoff to handover.
Yes. We work remotely with clients in the US, the UK, Australia and elsewhere, and schedule calls in your time zone.
We'll reply within one business day with a time to talk. On the call we'll look at one workflow and tell you honestly whether automation is worth it.
Or email hello@getclerkwell.com