Clarus PERMIT
Salesforce Solution
Clarus PERMIT is a Salesforce-native, standards-aligned operating layer for federal environmental review and permitting. The solution helps agencies move from fragmented, manual processes to guided intake, automated case management, interoperable event/task/milestone data, digital-first document metadata, administrative record traceability, and human-controlled AI assistance – aligned to CEQ’s NEPA and Permitting Data and Technology Standard.
Clarus PERMIT is ready to demonstrate as a controlled prototype and can be configured into an agency-specific pilot.
The demonstration version includes: CEQ-standard-aligned data model crosswalk, guided intake flow, project and case workspace, task and milestone timeline, agency routing and handoff records, document metadata model, AI-assisted document summary and completeness check, administrative record candidate view, reviewer and executive dashboards, GIS conflict viewer, public comment triage screen, structured CEQ-standard API payload export, and release evidence packet.
The architecture is not new. Clarus delivered CoRRe – an AI-powered federal correspondence management system consolidating five legacy systems onto a single Salesforce and Agentforce architecture in ten weeks. CoRRe handles structured document intake, AI-assisted routing, human-approval workflows, and administrative record packaging – the same architectural primitives required for federal permitting. Clarus PERMIT is a domain adaptation of that production system, not a greenfield build.
User | Core Need |
Agency reviewers and permitting staff | Structured work queues, document summaries, routing visibility, decision support, administrative record traceability |
Project sponsors and applicants | Clearer intake requirements, status visibility, next-step guidance, reduced duplicate submission burden |
Interagency coordinators | Structured handoffs, shared milestone visibility, issue tracking, interoperable task and event data |
Records managers and legal staff | Complete, searchable, machine-readable records connected to documents, decisions, comments, and agency actions |
Executives and program leaders | Cycle time, backlog, milestone risk, handoff delay, workload, and improvement metrics |
Directly implemented:
- Data Standards – Permitting workflow records mapped to CEQ’s NEPA and Permitting Data and Technology Standard across all nine entities (project, process, document, comment, public engagement event, case event, GIS data, user role, legal structure) with provenance properties and API-ready export
- Application Data Sharing – Structured intake with routing to agency systems, shared services, or interagency partners through API, batch, or file-based patterns; data entered once per data point
- Automated Project Screening – Completeness checks, GIS conflict detection against 52+ federal geospatial layers, DMN-based pathway determination (CE, EA, or EIS), and SME review queues; final applicability determinations remain with agency officials
- Access to Screening Criteria – Agency-approved decision models and screening rules represented in structured form; GIS layer references and DMN model available for inspection
- Automated Case Management – Case-based workflow management, task queues, event tracking, deadlines, milestone dashboards, handoff visibility, and operational performance reporting
- Integrated GIS Analysis – GIS conflict detection integrated at intake; project footprint screened against USFWS critical habitat, NWI wetlands, BLM WSA, FEMA floodplains, and tribal consultation zones; Phase 2 roadmap expands to live federal API connections
- Improved Document Management – Documents stored as structured, metadata-rich records with type, source, version, owner, status, review process association, and administrative record relevance
- Automated Comment Compilation – AI-assisted comment categorization, deduplication, substantive flagging, theme clustering, and draft response support where legally authorized; human approval required before any response becomes official
- Administrative Record Management – Structured evidence capture, document association, decision traceability, AI-suggested record candidates, reviewer certification, and FOIA-ready record packages
- Common or Interoperable Services – Configurable integration with agency systems, shared services, document repositories, GIS tools, and intake portals; CEQ data standard API export; multi-agency deployment model
Clarus PERMIT is designed around a single principle: AI may assist, summarize, recommend, classify, route, or draft – but it does not replace agency judgment.
AI capabilities included: – Document extraction, categorization, and summarization – Completeness checks and deficiency flagging – GIS conflict detection and pathway determination support – Public comment categorization and draft response support – Administrative record candidate assembly – Optional voice capture for meeting notes, site visit observations, and status inquiries
AI governance controls: Approved data and knowledge sources, role-based access, human-review checkpoints at every output, output status labels (DRAFT until approved), source traceability, audit trail, confidence indicators, and escalation paths.
Work-unit measurement: The solution tracks discrete permitting work units (intake review, completeness check, routing, document review, comment triage, record preparation) by cycle time, staff effort, AI-assist usage, rework rate, and human edit rate – giving agencies a practical value model for controlled AI adoption.
AI-generated content remains draft until an authorized agency user approves it. Final permit determinations, categorical exclusion applicability, legal sufficiency reviews, and record certification remain human agency responsibilities.
The user experience is organized by role, decision point, task, and handoff – not by technology.
- Agency reviewers receive structured work queues, missing-item flags, document summaries, relevant case context, deadlines, and next-action prompts
- Project sponsors receive clearer intake paths, next-step guidance, deficiency notices, and status visibility
- Interagency coordinators see agency responsibilities, dependencies, assigned tasks, open issues, and handoff status
- Records managers can review candidate administrative record materials, metadata, decision links, and evidence gaps
- Executives see cycle time, bottlenecks, backlog, milestone risk, workload, and improvement metrics
Clarus PERMIT is ready to demonstrate as a controlled prototype and can be configured into an agency-specific pilot.
The demonstration version includes: CEQ-standard-aligned data model crosswalk, guided intake flow, project and case workspace, task and milestone timeline, agency routing and handoff records, document metadata model, AI-assisted document summary and completeness check, administrative record candidate view, reviewer and executive dashboards, GIS conflict viewer, public comment triage screen, structured CEQ-standard API payload export, and release evidence packet.
The architecture is not new. Clarus delivered CoRRe – an AI-powered federal correspondence management system consolidating five legacy systems onto a single Salesforce and Agentforce architecture in ten weeks. CoRRe handles structured document intake, AI-assisted routing, human-approval workflows, and administrative record packaging – the same architectural primitives required for federal permitting. Clarus PERMIT is a domain adaptation of that production system, not a greenfield build.
Clarus PERMIT is designed for a multi-agency environment where no single agency is expected to replace all existing systems.
Compatibility principles: – Full alignment with CEQ’s NEPA and Permitting Data and Technology Standard (9 entities, provenance properties, API export) – Configurable agency-specific workflows with reusable core permitting entities – Secure data portability and API-ready data exchange – Support for centralized or decentralized architecture – Integration with existing agency systems, GIS tools, intake portals, and shared services – Human-readable and machine-readable record structures compatible with future interagency components
Deployment models: standalone permitting workflow pilot, modernization layer over existing systems, interoperability layer between agency systems, shared service component, or measurement layer for AI-assisted work.
Security and privacy: role-based access, least-privilege permissions, field-level visibility, audit history, CUI and PII handling per agency policy, AI-use boundaries, and environment-specific security review before production deployment. FedRAMP boundary and agency ATO requirements confirmed during agency-specific implementation planning.
Clarus Group is a veteran-owned small business headquartered in Overland Park, Kansas, founded in 2007. The firm has supported federal delivery environments for nearly two decades across enterprise architecture, workflow modernization, data modeling, Salesforce implementation, AI governance, and release execution.
Demonstrated delivery: – Delivered CoRRe for a federal agency – AI-powered correspondence management consolidating five legacy systems in ten weeks on Salesforce and Agentforce – Deployed Salesforce AI-accelerated Talent Recruitment Management in a high-visibility federal transition environment in six weeks – Supported USDA mission environments since 2007
Clarus’ delivery model emphasizes small, measurable releases over large transformation programs – standing up targeted capabilities with clear release evidence, quantified business value, and agency-specific adoption planning.
Phase | Focus | Key Deliverables |
1. Readiness Sprint | Assess current state, map to CEQ standard, identify pilot workflow | Workflow map, data standard crosswalk, AI suitability assessment, implementation roadmap |
2. Controlled Pilot | Configure one permitting workflow with intake, case management, AI assists, dashboards | Configured workflow, AI Control Plan, test evidence, UAT evidence, scale/tune/stop recommendation |
3. Interagency Expansion | Expand to adjacent workflows, additional agencies, API handoffs, comment analysis | Expanded data model, interagency handoff patterns, cross-agency dashboards, updated release evidence |
4. Managed Advancement | Ongoing governance, backlog refinement, AI guardrail review, value measurement | Continuous improvement cycle, adoption support, outcome reporting |
Clarus PERMIT helps agencies modernize environmental review and permitting with a governed, Salesforce-native workflow built for speed, evidence, and control. It brings intake, review steps, milestones, documents, data exchange, AI-assisted staff support, and administrative record traceability into a more visible operating layer. Agencies can reduce manual effort, improve handoffs, measure cycle-time progress, and preserve human judgment where decisions, approvals, and public accountability matter most.
See Clarus PERMIT in Action
Ready to see how governed permitting workflow, evidence traceability, and human-controlled AI can support your agency’s review process? Complete the form below to request a live demo.
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