tenant root
An audit, accounting, tax, or compliance practice that uses Clivanta to collect evidence from its clients. The Firm is the top-level tenant — all data belongs to a Firm and is isolated from every other Firm.
entity
A company or individual the Firm serves — the entity that provides documents and evidence. A Client can have multiple Client Users and appears across multiple Engagements over time.
person
A person acting in the system. A Firm User has a role — Partner/Admin, Manager, or Staff. A Client User logs into the portal to respond to requests.
role
The single primary Client User for a Client — the default assignee for new requests and the one Client User who can see all of that Client’s items. Exactly one per Client, and always present.
service agreement
A long-lived service relationship between a Firm and a Client for a defined service type — e.g. “Acme Ltd — Statutory Audit”. It defines what service is provided and how often. It is the unit of work that recurring services chain through.
unit of work
A specific occurrence of work under an Engagement — “VAT Q1 2026”, “March 2026 Accounting”. The Period is what actually gets completed: it carries the request items, the internal tasks, and all documents and evidence.
reusable template
A firm-level, reusable procedure for a service type — the standard request items, instructions, and required documents. When a Period is created, the Pack’s items are copied in as a snapshot, so later Pack edits never rewrite existing work.
heading
A named category within a Pack or an Engagement that organises related request items or internal tasks under one heading (e.g. “Bank Statements”).
atomic unit
A single ask within a Period — the smallest unit of evidence collection. It carries an explicit status (
draft → requested → submitted → accepted | needs revision), its files with version history, two comment threads (client-facing and internal), and an immutable activity log.file
A raw file uploaded by a Client — not yet accepted as evidence.
accepted record
A Document that the Firm has accepted against a Request Item. Accepted evidence is part of the permanent record for the Period, with reviewer identity and timestamp.
firm-only
The firm-only area within a Period for the firm’s own work. A Task has a simple done/not-done state, an assignee, and internal comments — never visible to clients.
portal user
A client-side user responding through the portal. The Counterpart Portal is where clients see outstanding requests and upload.