AI & workflow automation · San Jose and South Bay
ClearPath Intake helps service businesses simplify repetitive work, connect their tools and put AI to practical use—from client onboarding to reporting. Start by understanding what is worth changing, then build around the needs of your business.
Discuss your workflow ↗See a sample assessment →Founder-led · Strategy through implementation · Silicon Valley
Start with the operation
Copying between systems. Chasing missing information. Waiting days for a report.
Bring the bottleneck. We’ll work out whether a better process, a simple integration, or AI is the right next step.
Illustrative workflow · Not a client case study
Clear ownership, human review, and exception handling are part of the design.
See a sample opportunity assessment →Three ways to work together
We map the current workflow, compare the opportunities, and leave you with a prioritized recommendation—even if the right answer is to simplify, integrate, defer, or not build yet.
Assessments from $5,000
Scope and deliverables agreed before work begins. See a sample assessment →
Build and test AI agents, integrations, and internal tools around an agreed business need.
Implementations from $20,000
Get hands-on leadership to coordinate your team, vendors, decisions, and delivery.
Scoped to your initiative
Blueprints, process redesign, and fractional leadership are scoped separately. Fees depend on complexity, integrations, data readiness, and rollout requirements.
Founder-led accountability
Led by Joe Neil Zelaya, founder of ClearPath Intake. Your engagement defines deliverables, responsibilities and acceptance checks before work begins.
No. Describe the business problem and what you want to improve. We start by understanding the operation and deciding which kind of change makes sense.
No. Intake is one possible workflow. The offer includes AI strategy, process redesign, agents, automation, internal tools, and transformation delivery across business functions.
Yes. We assess the current environment before recommending integrations or replacements. An engagement can also focus on coordinating delivery with your team and vendors.
Start with the business problem
Send one workflow and what is getting in the way. We’ll reply by email and, if it would help, set up a focused 25-minute conversation. Only after that would we discuss whether a paid scope makes sense—and sometimes the honest answer is that it doesn’t. No technical brief is required.
Discuss your workflow ↗Prefer email? [email protected]