One workflow for every document you collect.
Wherever a team needs to request specific documents from an outside party, track receipt and keep a clean chain of custody, Clivanta fits. Here's how it shows up across industries.
Audit & Tax
Run the prepared-by-client list, workpaper evidence and tax documents as tracked, audited requests.
ExploreCorporate Services & Company Formation
Collect KYC, UBO and due-diligence documents for company formation and ongoing corporate administration — tracked and audited every cycle.
ExploreAccounting & Bookkeeping
Collect month-end, quarter-end and payroll documents from clients on a recurring schedule — tracked and reconciled without the email chase.
ExploreLegal & Litigation
Request discovery, due-diligence and IP documents with privilege-safe version control.
ExploreHR & Employment
Onboard new hires and manage sensitive employee documents with secure, tracked collection.
ExploreReal Estate
Collect leasing, maintenance and HOA documents with photo evidence and tracked requests.
ExploreVendor & Procurement
Onboard vendors and keep compliance documents current with automated, tracked requests.
ExploreFinancial Services
Collect KYC, wealth-management and loan documents on a recurring, fully audited basis.
ExploreInsurance
Collect claims evidence and underwriting documents with adjuster-friendly, tracked requests.
ExploreHealthcare & Medical
Collect patient intake forms, records and authorizations with secure, tracked requests and a defensible audit trail.
ExploreGrants & Nonprofit
Collect grant applications, compliance reports and donor due-diligence documents on deadline, tracked to the item.
ExploreConstruction & Engineering
Collect subcontractor prequalification, insurance certificates, permits and safety documents with tracked, photo-friendly requests.
ExploreDon't see your workflow?
If it involves asking someone outside your team for documents on a recurring basis, Clivanta was built for it. Start a free trial or tell us about your process.