01 / RESPOND
Inquiry follow-up
Capture requests from forms and inboxes, assign them, and remind the owner when nobody responds.
Clear Path SolutionsLess chasing.
Less chasing.
More done.
Practical automation for small business teams. Turn missed inquiries, missing documents, and stalled approvals into work with an owner and a clear next step. Start with one measurable fix.
Small first builds. Clear owners. Results you can measure.
CLEAR PATH / WORKFLOW VIEWCONTROLLED FLOW
FICTIONAL EXAMPLE / DOCUMENT COLLECTION
A reminder ready for review
✓
Source receivedClient checklist: 2 documents outstanding.
✓
Details checkedBank statement and payroll summary identified.
✓
Owner assignedClient manager reviews the recipient and draft.
✓
Action recordedFollow-up date and review status recorded.
Explore the sample draft in the demo below.
01 Connect the systems you already use
02 Put exceptions in front of people
03 Measure what actually improved
Interactive demonstration
Your industry. Your bottleneck. A clearer path.
Pick a quick fix, inspect the sample output, then throw it a curveball. You can supply the missing detail and watch the workflow recover.
Choose a quick fix
Illustrative simulation using sample data. No customer systems are connected.
Ready to run
01 / RECEIVECapture
02 / CHECKValidate
03 / ROUTEAssign
04 / RECORDLog
The output below changes with your choices.
Ready
Choose a quick fix, then run it.
Sample input
A routed task or review item will appear here.
Inspect the workflow decisions
Real builds use your approved systems, data rules, access controls, and acceptance checks. The example demonstrates the decision path, not a live integration.
Ask JakeA practical answer.
A practical answer.
For your actual problem.
Tell Jake where the work arrives, what gets missed, and which tools you use. He’ll help you scope a small first fix and the human checks it needs.
Common questions use prepared guidance. Custom questions use live AI with a daily limit. Jake remembers recent messages during this page visit. Please leave private client details out. How we handle information
Ask Jake
What we fix first
Specific fixes for work that keeps slipping.
Start with one recurring bottleneck. Each build has a clear trigger, rule, owner, output, and way to check whether it helped.
02 / SCHEDULE
Appointment coordination
Confirm bookings, request missing details, and surface changes to the right person.
03 / COLLECT
Document collection
Track what is needed, send reminders, and show which files still require review.
04 / HAND OFF
Status and approval routing
Move work between teams with an owner, due point, and visible exception queue.
05 / PREPARE
Billing preparation
Check completed work against required details and prepare a draft for approval.
06 / SEE
Operations visibility
Put aging items, open tasks, and missed handoffs into a useful daily view.
07 / ANSWER
Internal knowledge search
Help staff find answers in approved policies and documents, with the source shown.
08 / KEEP WORKING
Monitoring and repair
Detect failed runs, preserve an activity trail, and make recovery someone’s job.
The first six are good candidates for a focused first build. Knowledge search and ongoing monitoring follow when the source material and workflow are ready.
How we engage
One useful fix. Prove it. Then expand.
We begin with a repeatable annoyance that has a measurable cost and a manageable first build.
01 / IDENTIFY
Quick Fix Assessment
Bring one recurring task, a redacted example, the tools involved, and the person who owns it. Receive a workflow map, feasibility check, proposed scope, and success measure.
02 / FIX
Focused Workflow Build
A single agreed workflow: one trigger, defined checks, an accountable owner, and a usable output. Includes normal-path and exception tests, an operating guide, and a handoff to your team.
03 / MAINTAIN
Managed Reliability
Choose ongoing support after the first build. We agree which failures are monitored, who responds, and which maintenance and changes are included.
Before a build starts, you receive a written scope, price, timeline, approval boundaries, and acceptance checks. Timing depends on access and integration feasibility. We measure the result against your baseline before recommending a larger rollout.
Why Clear Path
Built around the people doing the work.
We design around the handoffs every business recognizes: a request arrives, information must be checked, someone needs to act, and the outcome needs to be visible.
Jonathan Kirschenmann brings an environmental consulting and business operations perspective to Clear Path: source documents, review queues, deadlines, and the cost of a missed handoff.
We’re a new company. The workflows here are working demonstrations with fictional records, not claims of client savings. We’ll earn the case studies by measuring the work.
01
Human accountabilityImportant decisions and external actions have clear approval boundaries.
02
Source-aware workInputs, decisions, and outputs can be traced and checked.
03
Failure is visibleMissing data and exceptions are surfaced, not buried in a green checkmark.
04
Results are measuredWe define the baseline before claiming improvement.
Find your first automation
Start where the friction is.
Three choices. One practical starting point. No AI call needed.
Compatibility is assessed for your accounts, subscription, permissions, and available integrations before we promise a connection.
Make the numbers yours
What is the busywork costing?
An estimate of capacity you could free up. Adjust the assumptions to match your process.
Not a savings guarantee or a project ROI quote. Excludes build fees, software costs, maintenance, and any work still requiring review.
hours / week
estimated capacity / month
Start with one bottleneck
Let’s scope your first useful fix.
Tell us what gets stuck. We’ll use your inquiry to discuss fit, required access, and a focused first scope.
Your inquiry is saved to Clear Path’s private owner inbox. No email app required.
Before we start
Practical questions. Straight answers.
Does every workflow need AI?
No. Clear rules handle predictable routing, reminders, and checks. AI can help interpret varied text or prepare a draft when that adds value. We choose the simplest approach that can meet the agreed requirements.
Will automation replace our approval process?
Approval boundaries are part of the scope. Drafts, exceptions, payments, client communications, and professional conclusions remain subject to the checks you approve for the build.
Can you work with our current software?
We assess the available API, integration options, account plan, and permissions first. If a direct connection is not viable, we explain the alternatives before you commit to a build.
How much does a first project cost?
We quote after defining the workflow and checking feasibility. The proposal identifies the build, ongoing software or AI costs, optional support, and acceptance criteria.
How does this website handle information?
The workflow demos and calculator run with fictional data in your browser. Custom Ask Jake questions, the selected workflow, and a short recent conversation are sent to OpenAI to generate an answer. The site does not save your conversation; it is cleared when this page is reloaded. OpenAI processing is subject to its own data policies.
Inquiries are stored in the site database for Clear Path’s owner to review and respond to. The form does not send an email notification. We store minimal request counts, timestamps, error categories, and token usage for reliability and usage control. Rate limits use a daily hash of the visitor’s network address; visitors on one office network may share an allowance.
Do not submit confidential client documents or sensitive personal information. To ask about your stored inquiry or request its removal, use the inquiry form and include its reference number. No advertising trackers are used by this site’s application code.