Clivio
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Clivio’s features

Eight modules, one place for your paperwork.

A document comes in, Clivio reads it and files it. What it holds then feeds the rest: its due date goes on the calendar, an invoice can become an expense (Pro), the dates in a contract can become tasks. Here are the eight modules, and what each one does.

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The eight modules

Every file read and filedDocumentsA PDF, a Word file or a photo of a receipt, wherever it came from. Clivio pulls out what matters, gives it a title you can read and files it in your smart folders.Email, scan, Drive and DropboxImportYour own drop address, a phone scanner that runs in the browser, Google Drive, Dropbox and a page where clients upload for you.What’s left to doTasksOpen a contract or a quote and click Extract obligations. Each payment or cancellation date is suggested as a task, linked to the document.Deadlines and remindersCalendarEach document’s due date shows up on the calendar, next to your tasks and recurring reminders.Expenses and receiptsFinance (Pro)Each invoice or receipt Clivio reads arrives pre-filled with the amount, the vendor and the date. You approve it, and the expense stays linked to its document.Write from your documentsWrite (Pro)Start from one of 23 templates, from a sales proposal to a payment reminder, and give it your documents as sources.If this, then thatAutomationsFor example, create a task every time an insurance certificate comes in. From then on the rule applies to every matching document.Collect documentsClient portal (Pro)Send a client a private link with the list of documents you need, and they upload them without an account. Clivio checks that each one is the right document, still valid and readable.

Going further

How it worksThe path of a document, from arrival to filing.Use casesFreelancers, small businesses, students and households: what each one files.PricingFree up to 50 documents, and what Pro adds.

Try them on your own paperwork.

Drop in a few invoices and a contract, then see what Clivio gets out of them. Free up to 50 documents, no credit card.

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