Powerful Features for Smart Document Management

Stop creating endless folders. Clivio’s AI understands your documents, automatically sorting them by type, date, and content. From invoices to contracts, everything finds its place.

• Automatic categorization
• Smart tagging based on content
• Chronological sorting

Find anything in seconds. Ask questions in plain English like “what was the total amount of my last invoice from Acme?” and get a direct answer. Our semantic search understands the context of your query, not just keywords.

• Natural language questions & answers
• Context-aware results
• Search within documents

Turn 20 pages into 3 key points you can act on with AI-powered PDF synthesis. Understand the essence of your long documents without reading them word-for-word.

• Generates concise summaries
• Highlights key takeaways
• Saves reading time

Every user gets a private Clivio email address. Forward any email with an attachment, and our AI will automatically extract, classify, and archive it for you. Your inbox stays clean, your documents stay organized.

• Dedicated private email address
• Automatic attachment processing
• Achieve inbox zero effortlessly

Clivio reads your documents for you. It pulls out key information like dates, amounts, names, and addresses, turning unstructured data into structured, useful information.

• Extracts invoice details
• Identifies key people and contacts
• Captures addresses and phone numbers

Never miss a deadline again. Clivio's AI detects due dates in your invoices, contracts, and other documents, then automatically creates a reminder for you.

• Automatic deadline detection
• Get notified before due dates
• View all upcoming deadlines in one place

Go beyond basic folders. Create custom, automated workflows with Smart Categories. Define rules, and Clivio will automatically sort incoming documents for a perfectly tailored system.

• Custom rule creation
• Automate filing processes
• Build powerful workflows