Your team already has
the answers.They just can't access them.
Clear Slate turns your SOPs, manuals, and scattered docs into an AI-powered system your team can actually query. Ask a question, get an answer — from your own documents.
Query
The Knowledge Bottleneck
Is Costing You
Your best people spend hours answering the same questions, digging through folders, or recreating documents that already exist somewhere. The knowledge is there. The access is broken.
Scattered Documentation
Project closeout reports, specs, calc packages, vendor submittals, and lessons-learned docs live across SharePoint folders and project drives. Finding the right document takes longer than re-doing the work.
The Senior Employee Bottleneck
A handful of senior staff hold all the institutional knowledge — key details about a client's needs, what worked on past projects, why decisions were made, where the gotchas are. When they're booked, on PTO, or near retirement, the rest of the team waits or guesses.
Slow Onboarding
New engineers take months to become useful on a project type because that knowledge lives in past project files nobody indexes — not in a system they can search.
The Hidden Cost
Every project re-solves problems your firm has already solved. If five staff spend three hours a week each searching for past project precedents — what does that cost your firm in a year? The number is yours, but it's almost always larger than the cost of fixing it.
From Chaos to Clarity
in Four Steps
We Map Your Knowledge Landscape
In a focused 90-minute session, we identify where your operational files live, who your team turns to for technical answers, and which questions get asked over and over across accounts and projects.
We Build Your AI Knowledge System
We connect to your existing file storage — SharePoint, OneDrive, Google Drive, or NAS — ingest your documents, and configure an AI agent tuned to your discipline. Your team gets a search interface that actually understands your business context.
Real-World Testing and Tuning
Your team uses the system with real questions. We analyze query logs, identify gaps, and tune the AI until it answers accurately across your most common scenarios.
Launch with Ongoing Optimization
After a training session and handoff documentation, your system is live. With our managed service, we handle updates, new document syncing, and monthly performance reviews.
A Clear Path from
Assessment to Production
Knowledge Base Audit & Strategy
Start with a 90-minute working session where we map your current knowledge management setup and deliver a written assessment with recommendations and an implementation roadmap.
Knowledge Base Pilot
Pick one document set — one client vertical, one discipline, or one operational focus — and we'll build a working knowledge system around it in 1–2 weeks. You see real results on your own documents before committing to a broader rollout.
- Scoped to one department or document set
- RAG system deployment with your existing storage
- Custom AI agent tuned to your terminology
- Chat interface via web, Slack, or Google Chat
- Delivered in 1-2 weeks
Knowledge Base Buildout
Custom pricing based on scope
Expand the pilot into a firm-wide system covering all aspects of your operations, all disciplines, and historical archives. Includes multi-department coverage, training, and handoff documentation.
- Full RAG system deployment with Google Drive or OneDrive integration
- Up to 500+ documents ingested and indexed
- Multi-department coverage and cross-team access
- 2 weeks of testing and refinement
- Team training session and handoff documentation
Delivered in 2-4 weeks
Managed Knowledge Base
Custom pricing based on scope
- Infrastructure hosting and monitoring
- Automated document sync and lifecycle management
- Monthly query log analysis and gap identification
- Monthly retainer tailored to your needs
- Priority support with 24-hour response
Built for Document-Heavy
Operations
Engineering Services
10–200 engineers
“Your senior engineers shouldn't be the only ones who remember how the last project solved this.”
Calc packages, design reports, specifications, submittals, RFIs, and project closeouts pile up across SharePoint, project drives, and engineers' laptops. Every new project re-derives decisions that were already made — until the firm's institutional knowledge becomes searchable instead of tribal.
System Integrators
10–75 engineers
“Bid the next project from what you've already built — not from scratch.”
Functional specifications, panel drawings, I/O lists, vendor specs, and commissioning notes accumulate across every project — most of it sitting in archived folders. Clear Slate makes a decade of project history instantly queryable, so engineers can find the proven control narrative, alarm rationalization, or panel layout they need without interrupting a senior staff.
Law Firms
10-50 attorneys
“Your new associates are billing 5 hours a week just searching for documents that already exist.”
Case briefs, internal memos, contracts, court filings — all searchable in seconds instead of hours.
Accounting Firms
10-100 employees
“What if your seasonal hires could answer client questions accurately on day one instead of week six?”
Tax memos, engagement templates, compliance procedures, and client files — accessible instantly during the busiest season.
Property Management
200+ units
“Your property managers answer the same 30 questions every week. Those answers should be instant.”
Lease terms, maintenance SOPs, vendor contacts, and tenant policies — queryable by any team member, any time.
Marketing Agencies
15-75 employees
“Your account managers should not need to Slack three people to find last quarter's brand guidelines.”
Brand style guides, client briefs, project retrospectives, and process documents — all in one searchable system.
Built by an engineer
who's lived this problem.
I'm Dillon Donohue. Before Clear Slate, I spent 10+ years in industrial automation — control system design, system migrations, commissioning, and everything in between. I've sat in the engineer's chair, looking for the functional spec from the last project that solved exactly the problem in front of me, and not finding it.
Clear Slate is the system I wish I'd had. It's built on a production RAG architecture — automated document lifecycle management, semantic search with reranking, structured data support, and domain-tuned agents — but more importantly, it's designed by someone who actually knows what technical documents look like.
If you've ever asked your team “didn't we figure this out on the [project name] job?” — Clear Slate is for you.
Stop Searching.
Start Asking.
Book a 20-minute discovery call. We'll walk through your operational documents, sketch what a knowledge system would look like for your firm, and tell you honestly whether a pilot makes sense.
No contracts. No pressure. Just a conversation about whether this fits.