Clivio Documents

Your files, but intelligent.

Stop treating your documents like static files. Clivio transforms PDFs, Images, and Docs into active data, giving you a structured, searchable, and automated operating system.

It starts with Ingestion.

Friction is the enemy of organization. That's why we built 3 effortless ways to get files into Clivio without disrupting your workflow.

Custom Email

Create a custom alias like my-company@clivio.in. Forward invoices or contracts, and they appear in your Inbox instantly.

To: acme-corp@clivio.in
Subject: Fwd: Invoice #4024
invoice.pdf 1.2mb

Branded Dropzone

Stop chasing clients. Send them your public clivio.to/acme link. Customize the logo and colors to match your brand.

A
Upload to Acme Corp

The Smart Inbox

Files land in an Inbox where AI pre-analyzes them (Summary, Tags). You review, accept into your workspace, or reject spam before it clutters your drive.

Contract_v2.pdf
Analysis & Extraction

It reads the document,
so you don't have to.

Clivio scans PDFs, Images, and Word docs. It identifies document types (Invoice, Contract, ID) and extracts key data points automatically.

  • Auto-Summary: Get a 1-paragraph summary of any 50-page contract.
  • Structured Data: Extracts dates, amounts, and people into a database.
  • Smart Tagging: Auto-assigns tags like #Finance, #Q3, #Urgent.
DUE DATE
Summary
Invoice for web dev services rendered in Q3. Includes hosting fees.
Total Amount
$4,500.00
Due Date
Oct 24, 2023
The Registry

A CRM built from
your documents.

Every person, company, or location mentioned in your files is indexed in the Registry.

Click on "Acme Corp" to see every invoice they sent, every contract they signed, and every email mentioning them. It's a Knowledge Graph of your digital life.

Entity Name
Type
Documents
Acme Corp
Company
12 docs
John Doe
Person
5 docs
Project Alpha
Project
24 docs
Knowledge Graph
42 connections found

Proactive Organization

Clivio doesn't just store files. It tracks what's inside them and alerts you when something is missing.

Recurring Tracker

Define documents you expect regularly (e.g., "Electricity Bill" every 10th). Clivio alerts you if it hasn't arrived.

October Tracking
Rent ReceiptReceived
Internet BillMissing

Smart Folders

Create dynamic folders based on rules. "All invoices > $100 from 2023" auto-populates instantly.

RULE: type=Invoice AND year=2023
Matching docs found142

Centralized Reminders

Every expiry date or deadline found in your docs is collected in one dashboard. Never miss a renewal.

OCT
24
Car Insurance Expiry
Extracted from Policy_AXA.pdf
NOV
01
Software License Renewal
Extracted from Adobe_Inv.pdf

PDF Power Tools

Edit, manipulate, and secure your files without ever leaving Clivio.

Smart Split

Scanned 50 invoices in one PDF? Clivio's AI detects where one document ends and the next begins, suggesting logical split points automatically.

SPLIT HERE

Redacted Mode

Share sensitive docs safely. One click to blur SSNs, prices, or names.

SSN:

Compare

Visual diff. See what changed between v1 and v2 instantly.

AI Audit

Detect missing signatures or expired dates before they become issues.

If This, Then Action.

Clivio includes a powerful automation engine. Build rules to route documents, create tasks, or send notifications based on content.

WHEN
Document Type
is
Invoice
AND
Amount
is greater than
$1,000
THEN
Notify #finance
AND
Create Task "Review"

Stop organizing manually.

Experience the power of Clivio Documents today. Your first 50 documents are free.