For teams facing a departure

Capture what your experts know before they walk out the door

When a key person leaves or retires, a handover meeting can't hold everything they know. Have them record their real workflows instead — Stepwright preserves the steps and the reasoning in their own voice as guides the team keeps.

Free plan, no credit card. Works on Windows and in the browser.

A key person is leaving or retiring, and most of what they know about your processes has never been written down.

Exit interviews and handover docs capture policies, not the actual click-by-click way the work gets done.

The expert is happy to explain their process, but nobody has time to sit beside them transcribing every step.

Once they're gone, the gaps only surface weeks later — mid-task, with no one left to ask.

How Stepwright handles it end to end.

Stepwright captures departing-expert knowledge by having the person record their real workflows and narrate the reasoning as they work. Each recording becomes a numbered guide — a screenshot and written instruction per step — that preserves both the click-by-click process and the 'why' behind it. Recording takes minutes, so you cover far more than any written handover before they leave.

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Have the expert record their real workflow

Instead of a rushed handover meeting, the departing person opens Stepwright and performs their tasks the way they actually do them — on desktop software, internal systems, or web apps — narrating the reasoning and the exceptions in their own voice.

02 /04

Capture the 'why', not just the 'what'

Their spoken explanation becomes step context, so the judgement behind each action is preserved — the details that never make it into a written handover. Add product names, client names, and internal jargon to the custom vocabulary so everything transcribes accurately.

Recording Claims · Assessment

Claim review

C-40182 · Property

£18,750.00

Policy excess £500.00 Assessor visit Completed Prior claims 3 this year
Senior review Required
A spoken note captured with the recording: “Check the excess before you approve the figure.”

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Turn it into guides the team keeps

Stepwright produces a numbered guide with a screenshot for each step and the click target highlighted. Redact anything sensitive on paid tiers, then publish or export to PDF, HTML, or Markdown into the knowledge base your team already uses.

How to Process a Refund

S
By Sarah Chen
billing refunds support
Prerequisites
Admin dashboard access
Customer order ID
Processing the Refund
1
Open the order details
Navigate to Orders → Search and enter the order ID.
2
Initiate the refund
Click Refund and select the reason code.
💡 Tip
Partial refunds need manager approval first.
3
Confirm and notify customer
Review the refund summary and click...
8 steps · 4 min read
Live
Captured from expert

04 /04

Fill gaps before the expert leaves

Because recording a process takes minutes, you can cover far more ground in the notice period than any handover doc — and update anything that later turns out to be unclear while the expert is still reachable.

Stepwright: fill gaps before the expert leaves

What your team gets out of it.

Knowledge stays when the person leaves

The guides hold the click-by-click process and the reasoning behind it, so neither walks out the door on someone's last day.

Captures the tacit details

Real-voice narration preserves the exceptions, warnings, and 'always check this first' judgement that formal handover documents routinely miss.

Far more coverage in the notice period

Recording a task takes minutes, so a departing expert can document many more processes than they could ever write up by hand before they go.

Works on the systems they actually use

Native Windows recording captures desktop software, internal admin tools, and legacy apps — where an expert's hardest-won knowledge usually lives.

Accurate to your domain

Custom vocabulary keeps product names, client names, and specialist jargon correct in the transcribed steps, so the guides read the way your team talks.

Private and controlled

Guides are private by default and encrypted in transit and at rest, with redaction on paid tiers for sensitive data.

Frequently asked questions.

How does Stepwright help capture knowledge before an employee leaves?

Rather than relying on a handover meeting or exit interview, the departing employee records their actual workflows in Stepwright and narrates the reasoning as they work. Each recording becomes a screenshotted, step-by-step guide that stays with the team — capturing the click-by-click process and the judgement behind it, which written handovers usually miss.

Why is a recording better than a written handover document?

Writing a thorough handover is slow, so it rarely gets finished, and it tends to capture policy rather than the exact steps. Recording a process takes minutes and captures both the screen and the expert's spoken explanation, so you get far more coverage and preserve the 'why' behind each step, not just a summary.

Can it capture work in desktop and legacy systems?

Yes. Stepwright is a native Windows desktop recorder, so it captures desktop applications, internal admin panels, and legacy line-of-business software — which is often exactly where a long-tenured expert's undocumented knowledge lives.

What if a captured process turns out to be unclear later?

As long as the expert is still reachable, updating a guide takes minutes. Capturing knowledge early in a notice period means you can spot gaps and have them filled while the person who knows the answer is still there.

Stop running knowledge transfer from memory

Record one process and watch it become a shareable step-by-step guide. No writing, and the free plan needs no credit card.