AI automation for customs brokers and freight forwarders.
ClearGuide helps customs and forwarding teams clean up the manual work around shared inboxes, shipment packets, carrier/customer portals, and TMS customs stacks without replacing licensed customs judgment.
Shipment work often gets stuck before the system of record.
Shipment work often gets stuck before ACE, ABI, CargoWise, Magaya, Descartes, or the TMS can help: commercial invoices, packing lists, B/Ls, AWBs, POAs, PGA docs, arrival notices, certificates, customer notes, and exception emails all need review before a file is ready.
Messy intake
Requests arrive through email, forms, portals, PDFs, spreadsheets, and notes that need structure before review.
Exception drag
Missing details, stale files, inconsistent fields, and unclear owners slow the work before someone can make a decision.
Review still matters
The goal is not autonomous decisioning. It is cleaner information and better handoffs for the people responsible.
Practical starter workflows for customs and forwarding teams.
Each workflow is a starting point. We shape it to your processes, data, and systems.
Organize inbound emails, commercial invoices, packing lists, B/Ls, AWBs, POAs, PGA docs, certificates, and customer notes into a cleaner entry-review packet.
Flag missing fields, stale attachments, inconsistent consignee/importer details, or missing PGA/certificate items and draft the right customer or carrier follow-up.
Summarize the shipment thread, arrival notices, portal updates, holds, demurrage/detention risk, deadlines, and handoff notes before entry or operations review.
Draft customer updates from carrier notices, customs or portal status, internal context, and shipment-document evidence for human approval.
Gather shipment evidence, accessorial notes, holds, delivery/arrival context, and likely billable activity before accounting creates or reviews the invoice.
A shipment file arrives incomplete. Here is what the operations team receives.
Commercial invoices, packing lists, bills of lading or air waybills, arrival notices, POAs, and PGA documents often arrive across different channels before anyone can review the shipment as a complete file.
A mixed shipment packet arrives
Documents arrive through shared inboxes, customer or carrier portals, and folders with inconsistent names and references.
The shipment file is organized and checked
The system prepares a structured packet and explains what appears complete, uncertain, missing, or inconsistent.
A licensed reviewer resolves the exception
Licensed customs judgment, classification, admissibility, PGA requirements, and final entry decisions stay with qualified people.
A review-ready shipment file moves forward
The operations team receives a cleaner file, visible exceptions, and an owned next step without replacing the TMS or customs system.
Scattered emails and portal downloads • inconsistent filenames • repeated missing-document chase • unclear ownership
One review-ready shipment packet • visible exceptions • drafted follow-up • clear TMS or entry-queue handoff
We work around the systems you already use.
ClearGuide connects to your operational systems, portals, and inboxes, with no rip and replace.
Examples of systems we design around. ClearGuide is vendor-agnostic and is not claiming a formal partnership with these providers.
AI handles the heavy lifting. People own the judgment.
ClearGuide keeps final decisions, approvals, professional judgment, and sensitive exceptions in the hands of the responsible team.
Kept as a human-owned review point, approval, or responsibility.
Kept as a human-owned review point, approval, or responsibility.
Kept as a human-owned review point, approval, or responsibility.
Kept as a human-owned review point, approval, or responsibility.
Kept as a human-owned review point, approval, or responsibility.
Questions to answer after you watch the workflow.
The demonstration shows how the work can move. These answers cover system fit, pilot boundaries, data handling, and how results would be measured.
How does ClearGuide work with our current TMS and customs stack?+
ClearGuide is designed around the systems and queues already in place. A pilot maps how documents enter, where exceptions are reviewed, and what the downstream handoff requires before adding only the connections or export mapping needed for that workflow.
Which shipment documents and exceptions can a pilot include?+
Start with representative commercial invoices, packing lists, B/Ls or AWBs, POAs, PGA documents, certificates, arrival notices, and customer or carrier emails. The pilot then validates the specific missing fields, mismatches, stale documents, and approval gates your team handles.
How are customer, shipment, and trade data handled?+
Access should be limited to the systems and files required for the workflow, with approved data, clear retention expectations, and role-based review points defined before launch. Security and compliance requirements are part of pilot scoping.
How would we measure a customs workflow pilot?+
Agree on a baseline for one queue—such as document-preparation time, missing-document follow-ups, exception-resolution time, manual touches, and time to entry readiness—then compare results without changing who owns licensed customs or compliance decisions.
See where AI can reduce the manual work around your customs brokers & freight forwarders workflow.
ClearGuide can help you map one practical workflow, define the review points, and decide whether a focused AI build is worth it.