AI & Software Opportunity Assessment
We map workflows, find bottlenecks, and prioritize improvements by ROI.
- Process review in plain English
- Prioritized opportunities ranked by impact
- Clear 30/60/90-day roadmap
Serving Western Washington Small-to-Medium Businesses
Services designed for non-technical business owners
You don’t need a full IT team to benefit from modern software and AI. ClearPath Consulting translates your needs into simple, practical solutions — focused on time saved, fewer errors, and smoother operations. We specialize in creating bespoke software, automations, and AI implementations that deliver clear ROI without unnecessary complexity.
Want to see real examples?
Visit our Solutions page to view concrete dashboard and automation examples built for service businesses—so you know exactly what to expect.
Service Area: Pacific Northwest
Remote-first support with on-site availability when needed across Washington, Oregon, and Idaho.
Start with the PNW map
Explore our Pacific Northwest hub page to find your state and city pages. City pages provide local context, common use cases, and a clear path to getting started.
How it works
Simple, clear, milestone-based delivery.
1
Learn your business
We review operations and identify where time and money are being lost.
2
Prioritize opportunities
We rank improvements by ROI and implementation difficulty.
3
Build & implement
We deliver in milestones with clear communication.
4
Measure & optimize
We validate results and refine systems so they keep paying you back.
What we offer
Clear deliverables, clear outcomes — without unnecessary complexity.
Custom Software & Automation
We build internal tools that replace spreadsheets and reduce repetitive tasks.
- Dashboards & reporting
- Workflow automation
- Tool integrations
Practical AI Implementation
Controlled AI use cases that save time and support decision-making.
- Document processing & summaries
- Email/proposal drafting copilots
- Inquiry routing and triage
Ongoing Advisory (Fractional Support)
A trusted technical partner without the overhead of a full-time hire.
- Vendor and tool decisions
- Planning and prioritization
- Security-first guidance
Common use cases (and what you gain)
Straightforward, high-ROI improvements we see across many businesses.
Replace spreadsheets with a dashboard
See revenue, pipeline, jobs, and performance in one place.
Automate repetitive admin work
Reduce copy/paste: invoicing, reminders, follow-ups, and checklists.
Improve reporting and visibility
Turn scattered data into clear reporting so you can act faster.
AI for documents and communication
Summarize documents, draft responses, and standardize messaging.
Route inquiries efficiently
Ensure leads/support requests go to the right person with context.
Connect existing tools
Make systems talk to each other so work flows automatically.