# Clivanta

> Documentation for Clivanta — audited evidence collection for professional-services firms.

## Docs

- [Plans & billing](https://docs.clivanta.com/billing/plans.md): How Clivanta's plans, trial, and usage limits work.
- [Engagements & periods](https://docs.clivanta.com/concepts/engagements.md): How Clivanta models the work you do for a client over time.
- [Packs & groups](https://docs.clivanta.com/concepts/packs-and-groups.md): Reusable, firm-level procedures for each service type.
- [Reminders](https://docs.clivanta.com/concepts/reminders.md): Automatic and manual client reminders that chase outstanding items.
- [Request items](https://docs.clivanta.com/concepts/request-items.md): The atomic unit of evidence collection, and its status lifecycle.
- [Review & accept evidence](https://docs.clivanta.com/evidence/review-and-accept.md): Turn a client's submission into permanent evidence — or request a revision.
- [Create your firm](https://docs.clivanta.com/firm-setup/create-firm.md): Register your firm and become its first Partner/Admin.
- [Team & roles](https://docs.clivanta.com/firm-setup/team-and-roles.md): Invite your team and understand the three firm roles.
- [Glossary](https://docs.clivanta.com/glossary.md): The core terms Clivanta uses — and what they mean.
- [What is Clivanta?](https://docs.clivanta.com/introduction.md): Clivanta runs the audited request-and-response loop between professional-services firms and their clients.
- [The client / counterpart portal](https://docs.clivanta.com/portal/counterpart.md): How your clients respond to requests, upload documents, and see what's outstanding.
- [Quickstart for firms](https://docs.clivanta.com/quickstart.md): From zero to your first sent request in five minutes.