> ## Documentation Index > Fetch the complete documentation index at: https://docs.clivanta.com/llms.txt > Use this file to discover all available pages before exploring further. # Packs & groups > Reusable, firm-level procedures for each service type. A **Pack** is your firm's standard procedure for a service type — the request items to collect, their instructions and sample formats, and the internal tasks your team runs. A Pack is not tied to any client; it's a reusable template. ## Snapshot on instantiation When you create an engagement from a Pack, its items and tasks are **copied in as a snapshot**. From then on, the engagement's items are independent — editing the Pack later never rewrites work already in progress. This keeps historical periods stable and auditable. ## Groups A **Group** organises related items under a heading — for example a "Bank Statements" group holding separate requests for each bank. Groups come in two kinds, and a group holds one or the other, never both: * **Client-request groups** organise request items the client responds to. * **Internal-task groups** organise your firm's own tasks. Packs carry template groups; when instantiated, each is copied into a first-class group on the engagement, and items/tasks are remapped onto it. Write good instructions and sample formats once, in the Pack. Every engagement created from it inherits them — which is the single biggest lever for getting the right documents back the first time.