You send your client a link. They upload their documents without an account, you approve or reject each one, and the file switches to Complete once everything is in.
Pro21-second film, no voice-over. Fictional example.
From a new file to a filed document
- 01You create the file
Start from one of the five templates or put together your own list, up to 30 documents.
- 02Your client gets a link
It arrives by email and stays valid for 30 days.
- 03They upload their documents
They open the link and upload each file you asked for, with no account to create.
- 04Clivio checks and files
Each document is checked, then filed in your library, and you get a notification.
Five templates, or your own list
The five templates cover contractors and construction, accounting, law firms, property rentals and HR. If what you need doesn’t fit any of them, you put together your own list, up to 30 documents.
- One file per client
- A private link sent by email, valid for 30 days
- The status of each document at a glance
Your client only needs the link.
Hi Jules, here are the documents to upload
No account needed.
Nothing for your client to install
Your client gets an email with their private link, sees the list of documents you’re waiting for and uploads each file. There’s no account to create, and the link stays valid for 30 days.
FromSCI Les Tilleuls
SubjectYour documents for the rental at 12 rue des Lilas
Hi Jules, to complete your rental file, please upload the five documents we need using this private link. It stays valid for 30 days.
Open my fileFive checks on every upload
As soon as a document arrives, Clivio reads it and compares it with what you asked for. Checking a document uses one AI action.
| Check | The question it answers | Example of an issue it flags |
|---|---|---|
| Type | Is it the document you asked for? | A bank statement instead of a tax notice |
| Validity | Is it still valid? | An ID card that expired in March 2026 |
| Name | Is it in your client’s name? | “J. Durant” instead of “J. Durand” |
| Age | Is it recent enough? | A February payslip for an October file |
| Readability | Can it be read? | A blurry photo with unreadable amounts |
Every check passed and the document is accepted.
Something deserves a look. You see what it is, and you make the call.
The document doesn’t work, based on the settings you chose.
In your settings, you decide whether a document that fails a check is marked “to review” or rejected. Clivio helps you spot a document that is missing, expired or unreadable, and the final decision stays with you.
Each document lands in your library.
Once uploaded, the document is filed with the rest of your library and you can find it like any other. You get a notification for each upload, and the file shows you what’s still missing.
- A notification for each upload
- Documents you can search like any other
- What’s still missing, at a glance
Three situations where you end up chasing documents
A landlord rents out an apartment
SCI Les Tilleuls, a small property company, starts from the Property rental template. The applicant uploads their documents from their phone, and a tax notice in the wrong name is flagged before the lease is signed.
- ID document
- Last three payslips
- Tax notice
- Employer letter
An accounting firm prepares a client’s year-end
An accountant opens a file for Studio Bastide from the Accountant template. An unreadable or outdated bank statement is caught as soon as it’s uploaded, well before closing.
- Bank statements for the year
- Purchase invoices
- Loan agreement
- Year-end inventory
A company brings on a new hire
Menuiserie Arnaud is taking on an apprentice and starts from the HR template. An expired ID is flagged before the first day.
- ID document
- Social security certificate
- Bank details
- Diploma or certificate
Fictional examples. The document lists are the ones you build.
About the client portal
Does my client need to create an account?
No. They get a private link by email, open it and upload their documents, with nothing to install.
Is the client portal included in the Free plan?
No, it’s part of Pro, at €14.90/month or €149/year. The trial lasts 7 days. We ask for a payment method, but nothing is charged during the trial.
How long does the link stay valid?
30 days from when it’s sent. After that it stops working, so keep it in mind if your client is slow to reply.
What happens if a document fails the check?
It’s marked “to review” or rejected, depending on your settings. You get a notification and you can see which check caught it, for example the name or the date.
How much does a check cost?
One AI action per document checked. Pro includes 500 a month, reset on the 1st of each month.
Can I build my own list of documents?
Yes. Besides the five templates (contractor and construction, accountant, lawyer, property rental, HR), you can create a custom file with up to 30 documents.
Does the check replace an official ID verification?
No. It catches common mistakes, like an expired document, the wrong name or an unreadable scan, but it doesn’t certify your client’s identity. The decision stays with you.
Read next
Send a link and get checked documents back.
Create your account for free, then switch to Pro to send your first link. The trial lasts 7 days and nothing is charged during that time.