Change orders carry more than just cost — they carry signals. Signals about where scope is breaking down, where coordination is slipping, and where risk is starting to build. The problem is, most teams can’t see those signals clearly, and even when they can, acting on them can be painfully slow. That changes today.
This month, we’ve been heads-down shipping a release designed to surface what’s really happening inside your CORs — while speeding up how work gets done through better approval workflows, self-serve project access, and seamless system integrations.
The Intelligence Your Data Already Has
Let’s start with something that's been hiding in plain sight: the patterns inside your change orders.
Every COR your team has sent or received tells a story — about scope creep, differing site conditions, design gaps, owner-directed changes. But when that data sits untagged and unsorted, those stories stay buried. AI COR Reason Categories changes that. The moment a COR enters your workflow, Clearstory automatically categorizes it. You can run a one-time backfill to tag thousands of existing CORs in minutes. And if our default categories don't match how your team thinks about the work, you can customize them entirely. The goal isn't just cleaner data — it's the kind of visibility that helps you spot trends before they become problems.
That intelligence gets even more useful when you layer in Ball-in-Court Reporting. Now you can see exactly where CORs slow down: which stakeholders are holding things up, how long requests sit at each stage, and what dollar value is tied up waiting for action. It works at the project level for day-to-day management and rolls up to portfolio-wide views for anyone trying to improve performance across the board. A clear, shared view of accountability — finally.
The Execution Speed Your Team Deserves
Knowing where the bottlenecks are is only half the battle — the other half is eliminating them.
T&M Signature Workflows put you in control of how T&M tags get approved. Configure multiple workflows with a defined signing order, set required versus optional signers, and control who gets the final signed copy. No more one-size-fits-all simultaneous requests firing off to the wrong people. Just structured approvals that match the way your projects actually run.
And when someone new needs to get into a project? They no longer have to wait on an admin to wave them through. With Self-Join Projects, eligible users can find and join projects within their office on their own — from the app, in seconds. It's a small change with an outsized impact: field teams stay unblocked, onboarding overhead shrinks, and projects keep moving.
Built to Work Across Your Systems
Rounding out the release: Procore Contract Mapping lets you map Procore contracts to Clearstory contracts so contract, budget, and vendor info auto-populate when pushing CORs to Change Events — eliminating manual re-entry, reducing errors, and speeding up COR workflows. And the new Sage Intacct Construction Integration gives teams a direct sync between Clearstory and Sage Intacct, keeping CORs and project data in lock-step between systems without the copy-paste shuffle — so teams can move faster with greater accuracy.
The result? Faster decisions, fewer bottlenecks, and a clearer picture of where your projects stand — without extra work. Log into Clearstory to see what's new. If you want early access to AI Reason Categories, reach out to your Customer Success Manager to join the open beta.
