⚡ AI-POWERED WORK COLLABORATION

Work Simplified.
Case Closed.

Unify fragmented workflows. Automate operations. See everything in real-time.

Replace spreadsheet chaos, disconnected tools, and manual reporting with an AI-powered system that actually works the way your team does.

Launch in Days, Not Months

Go from signup to live operations in under 30 days. No consultants, no endless setup.

🔗

One System, Zero Data Silos

Connect projects, documents, schedules, and workflows in a single source of truth.

💰

Replace 3+ Tools, Save 40%

Consolidate Smartsheet, Asana, Airtable, and manual processes into one platform.

The Problem

Your current tools weren't built
for real operational complexity

Most work management platforms fail when workflows get messy, data gets fragmented, and automation breaks under real-world conditions.

💰

Pricing That Punishes Growth

Every user added, every feature unlocked, every external partner invited—each triggers another line item. The platform that fit your budget at 10 people becomes cost-prohibitive at 50. You're paying more for the same work, just because your team succeeded.

📉

Performance That Doesn't Degrade at Scale

Many platforms slow to a crawl once you introduce cross-table relationships, lookups, and calculations — especially as record counts grow into the thousands. Sherlox AI is built on a real relational engine that keeps performance consistent, no matter how complex your data model becomes.

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Costly Implementation & Maintenance

What platforms sell as "easy" requires consultants, custom development, and constant maintenance. Every process change means rebuilding workflows, updating connections, and fixing broken automations.

🗃️

Orphaned Data Everywhere

When records are archived or deleted, related data becomes orphaned. There's no way to track dependencies or cascade updates across your workspace, leaving broken references throughout.

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Fragile Links Between Data Sets

Renaming a field or changing a value breaks every reference and automation that depends on it. One small change can cascade into hours of manual fixes across your entire workspace.

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Hidden Data Ceiling

Most platforms hit invisible walls—20,000 rows here, 500,000 cells there. What starts as one unified workspace fractures into dozens of disconnected files. Your team loses the full picture. Reports require manual stitching. Questions that should take seconds now take hours. The tool that promised to organize your work becomes the reason it's fragmented.

The Sherlox AI Difference

Built for real operations,
not just task tracking

Sherlox AI unifies projects, workflows, documents, and real-time dashboards into one intelligent system that adapts to how your team actually works.

🧠

AI-Native Document Intelligence

Automatically extract structured data from contracts, RFIs, submittals, change orders, and emails. No manual entry.

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Workflow Automation That Actually Works

Build complex, multi-step workflows that handle exceptions, parallel approvals, and conditional logic without breaking.

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Real-Time Executive Dashboards

See project health, resource allocation, budget burn, and schedule variance updated live—not in weekly reports.

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Unlimited External Collaboration

Invite contractors, vendors, and clients at no extra cost. Granular permissions control what each user sees and can do.

No Performance Degradation at Scale

Purpose-built database architecture handles million-plus rows, complex filters, and real-time updates without slowdowns.

🛠️

Custom Workflows Without Code

Configure approval chains, notification rules, field dependencies, and status triggers through a visual builder—no scripting required.

Platform Capabilities

Everything you need to run
complex operations

Sherlox AI replaces your project management tool, document repository, workflow automation platform, and reporting system with one unified interface.

01

Unified Data Management

Centralize all project information—documents, schedules, budgets, communications—in one searchable system with automatic version control and audit trails.

  • Hierarchical project structures with unlimited nesting
  • Custom fields, templates, and data models per project type
  • Advanced filters, saved views, and bulk operations
  • Cross-project reporting and portfolio dashboards
  • Full-text search across all documents and metadata
02

Intelligent Workflow Automation

Automate approvals, notifications, data updates, and handoffs with conditional logic that adapts to exceptions and edge cases without breaking.

  • Visual workflow builder with conditional branching
  • Multi-stage approval chains with escalation rules
  • Time-based triggers and deadline automation
  • External system integrations via webhooks and APIs
  • Exception handling and manual override capabilities
03

AI-Powered Document Processing

Sherlox AI reads contracts, invoices, RFIs, and submittals to automatically populate structured fields, detect anomalies, and flag risks.

  • Automatic data extraction from PDFs and emails
  • OCR for scanned documents and images
  • Entity recognition for companies, dates, amounts
  • Compliance checking against templates and standards
  • Version comparison and change tracking
04

Enterprise-Grade Permissions & Security

Granular access controls, role-based permissions, SSO/SAML integration, and compliance with SOC 2, GDPR, and industry regulations.

  • Role-based and attribute-based access control (RBAC/ABAC)
  • Field-level permissions and data masking
  • Audit logs for all user actions and data changes
  • SSO/SAML, SCIM provisioning, 2FA enforcement
  • Data encryption at rest and in transit (AES-256, TLS 1.3)
Why Sherlox AI Is Different

Built to run operations,
not just track tasks

Asana and Monday.com were built for lightweight task management. Sherlox AI was built for document-heavy, multi-party, compliance-driven operations.

Why Operations Teams Switch from PM Tools

Most work management platforms were built for project tracking. Here's how they fail when operations scale.

Capability Sherlox AI Smartsheet Airtable Monday.com Asana Wrike Notion
Data Capacity Per Board/Database Million+ rows
No performance degradation
20K rows OR
400 columns OR
500K cells
(whichever hits first)
50K records
(Team plan)
10K items
(100K Enterprise)
~50K tasks
(soft limit, then slow)
100K records
(Pinnacle only)
10K rows
(perf. issues beyond)
AI Document Extraction AI add-on $20/user
Automation Limits Unlimited 250/month
(Pro plan)
25K runs/month
(Team plan)
250/month Std
25K Pro
250K Enterprise
50 rules/project
(no monthly cap)
Not published Basic only
(Free plan)
Relational Data Model Cell links only
(not relational)
Yes
(perf. limits)
Connect Boards
(10K link limit)
Task hierarchy
(not relational)
Folder hierarchy
(not relational)
Yes
(10K limit, API 100)
Use Cases

Built for operations-heavy teams

Sherlox AI adapts to complex, industry-specific workflows that generic project management tools can't handle.

🏗️

Construction & Real Estate

Enterprise-grade project controls that work with your existing tools. Full MS Project and Primavera P6 compatibility with industry-standard Critical Path Method (CPM) scheduling—plus automated document processing, real-time collaboration, and subcontractor coordination that legacy tools can't deliver.

  • MS Project & Primavera P6 compliant with native CPM scheduling and critical path analysis
  • Automated RFI and submittal tracking with approval workflows
  • Change order management with budget impact analysis and schedule integration
  • Daily reports, inspection logs, and safety documentation—auto-synced to project schedules
  • Subcontractor collaboration with granular permissions and deliverable tracking
⚙️

Manufacturing & Supply Chain

Coordinate production schedules, inventory, quality control, and vendor management across multiple facilities and time zones.

  • Production planning with capacity and resource allocation
  • Work order tracking and shop floor visibility
  • Vendor management and procurement workflows
  • Quality control checklists and corrective actions
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Professional Services & Consulting

Deliver client projects on time with resource planning, deliverable tracking, and automated client reporting.

  • Client project management with deliverable tracking
  • Resource allocation and utilization reporting
  • Automated client status updates and dashboards
  • Invoice generation tied to project milestones
🏥

Healthcare Administration

Streamline facility operations, compliance documentation, vendor credentialing, and capital project management.

  • Facility maintenance and capital project tracking
  • Compliance documentation and audit readiness
  • Vendor credentialing and contract management
  • Equipment tracking and service schedules
Pricing

Simple, transparent pricing
that scales with you

No hidden fees. No forced upsells. Free external collaboration. Start with a 30-day free trial—no credit card required.

Enterprise
Custom
For organizations that need advanced security, compliance, dedicated support, and white-glove migration assistance.
  • Everything in Professional, plus:
  • SSO/SAML and SCIM provisioning
  • Advanced admin controls and audit logs
  • 99.9% uptime SLA with priority support
  • Dedicated account manager and CSM
  • White-glove migration from legacy tools
  • Custom AI model training on your data
  • 24/7 phone & Slack support
Contact Sales

Replace fragmented spreadsheets,
disconnected tools, and manual processes
with one operational platform

Start a free 30-day trial. Migrate your data in days, not months—and run workflows built for real operational complexity.

Schedule Demo & Migration Assessment
SHERLOX AI

The Work Collaboration Management System for operations-heavy teams that need execution, accountability, and real-time visibility.

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