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Your clients respond to requests through the counterpart portal — a clean, focused surface that shows exactly what’s outstanding and lets them upload.

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Inviting a client user

Each client has a Client Owner — their primary contact — plus any additional client users you invite. The owner can see all of the client’s outstanding items; other users see the items assigned to them.

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Logging in

Client users access the portal via a secure link (magic link) or their credentials. Once in, they see a single list of what’s still missing — derived from the stored item status, so it always matches what your firm sees.

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Uploading and submitting

For each request item, the client uploads the required file(s) and marks it submitted, which notifies the firm owner. If an item requires a file, “mark as submitted” is gated until one is attached. Comments alone never change an item’s status.

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Revisions

If your firm requests a revision, the client sees the structured reason at the top of the item and can re-submit. Previous attempts are retained.

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Dual-role accounts

A single person can act as both a firm/tool user (who requests information) and a counterpart (who provides it) — for example when your firm is itself a client of another firm on Clivanta. Their memberships are unified under one login, and the Requests inbox shows both sides.