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How people use Clivio for their paperwork.

A freelancer drops in his quotes, a small business owner her insurance policies, a student her lecture notes, a tenant the lease. Everyone gets the same tool. What changes is the paperwork, and what each person needs from it.

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The paperwork depends on what you do.

Freelancers

Nobody files your invoices for you between two projects.

Each document is read as soon as it arrives, with its amounts and dates. When the quarter ends, the receipts your accountant will ask for are already gathered.

Your documents

QuotesSupplier invoicesSubscriptionsClient contractsReceipts and expensesCertificatesBank statements

What Clivio does with them

  • Forward an invoice to your Clivio address and the amount, the VAT and the payment date are picked up for you.
  • When you ask, the dates in a contract are suggested as tasks, with an email reminder.
  • Your receipts export to CSV, or to FEC for a French accountant, who can also view them read-only Pro
Clivio for freelancers
Camille, graphic designer · this week4 documents
Invoice FA-88231 · Lumen HébergementForwarded email · read and filed
€28.80
Signed client contractSent by Studio Bastide through your drop page
To sort
Invoice F-2026-0412 · Imprimerie du CanalDue Nov 5 · task accepted, email reminder a week before
€1,248.00
Receipt, client lunchPhone scanner · waiting for approval in Finance
€46.50

Fictional example.

Small business

Everything a small business has to keep.

When the insurer or the accountant asks for a document, you need to find it quickly. Invoices, contracts and receipts go into folders that fill up according to your rules. With the client portal, your clients’ documents arrive already checked.

Your documents

Supplier invoicesInsurance policiesCommercial leaseMaintenance contractsReceiptsCompany registrationClient documents

What Clivio does with them

  • A smart folder can gather everything from one supplier, for example.
  • Factur-X e-invoices are read from their XML data and filed next to your PDFs and scans.
  • Your clients upload their documents to a portal that checks them Pro

Each account is for one person. There is a waitlist for the Team plan.

Clivio for small businesses
Client portal · Kitchen remodel, Mr. Durand2 / 4
Signed quoteUploaded Oct 9
Approved
Proof of addressLess than three months old, name matches
Approved
Photos of the roomUploaded Oct 10
To review: unreadable
Insurance certificateNot uploaded yet
Waiting

Private link sent Oct 8, valid for 30 days. The client uploads without creating an account.

Fictional example.

Students

The night before the exam, finding the right passage.

Keep your lecture PDFs, PowerPoint slides, articles and notes together. Each document comes with a summary, and when you ask it a question, the answer tells you which page it came from.

Your documents

Lecture PDFsPowerPoint slidesArticlesWord notesWhiteboard photosProblem set answers

What Clivio does with them

  • Every document has a summary, and the AI chat shows where each answer comes from.
  • You can translate an article into English, French, German, Spanish or Chinese.
  • Search covers the full text of every course you’ve added.

The Free plan keeps 50 documents in total and includes 50 AI actions a month.

Clivio for students
AI chat · Lecture 4, Misrepresentation.pdf1 action per question

What’s the difference between misrepresentation and mistake?

A misrepresentation is a false statement of fact by the other party that led you into the contract. A mistake is an error the parties made on their own, with no false statement behind it, and courts accept it only in narrow cases.p. 6 · passage highlighted

Can staying silent be a misrepresentation?

Usually not, because there is no general duty to disclose. The exceptions include half-truths and statements that become false before signing.p. 7 · With v O’Flanagan cited

Translate to:EnglishFrenchGermanSpanishChinese

Fictional example.

Households

The papers you can never find when you need them.

The lease, the home insurance, the receipt for a washing machine that’s still under warranty, last year’s tax notice… Snap a photo or forward them by email. The day you need one, search for it in your own words.

Your documents

Lease and rent receiptsInsurancePurchases and warrantiesTax noticesHealthPayslipsEnergy bills

What Clivio does with them

  • The phone scanner turns a sheet of paper into a clean PDF, with no app to install.
  • Type “insurance this year” to find a policy.
  • If this month’s rent receipt hasn’t arrived three days after it was due, Clivio lets you know.
Household paperwork
insurance this year

2 results

Home insuranceCertificate · Jan 2, 2026
Home
Car insurancePolicy · Assurances Lemoine
Car

Upcoming

Nov 5November rent receiptExpected recurring document
Jan 2Home insurancePolicy renewal date
Mar 1Rent reviewTask from the lease

Fictional example.

When Free is enough and when Pro helps.

Everyone starts on the Free plan, which keeps 50 documents in total and gives you 50 AI actions a month. The table shows, for each profile, the point where Pro starts to earn its keep.

ProfileFree is enough if…Pro helps when…
Freelancersyou mostly want to file your documents and keep track of due dates.you want to prepare your bookkeeping in Finance (beta) with its CSV and FEC exports, get quotes signed, or open a client portal.
Small businessyou’re trying Clivio on one month of supplier invoices.you keep more than 50 documents, or you want the client portal and access for your accountant.
Studentsyou keep the core of your courses, up to 50 documents in total.you want to keep everything, or use Write for study notes and compare two documents.
Householdsyou keep the important papers, such as the lease, insurance policies, warranties and tax notices.you keep every rent receipt and payslip, or you want to sign and annotate PDFs.
The Free plan costs nothing. Pro is €14.90/month or €149/year, with a 7-day trial.Compare plans in detail

You can start with something smaller.

Whatever your profile, start with three documents.

Drop in a quote, a lecture or your lease and see what comes out. The Free plan goes up to 50 documents, and you don’t need a credit card.

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