1
Create your firm
Register at your Clivanta app. You become the first Partner/Admin — the person who can invite the rest of your team and manage settings. Your firm starts on a 14-day free trial, no card required.
2
Add a client
Create a Client — the company or individual you serve. Add a Client Owner (their primary contact), who will be able to see everything outstanding for that client and log into the portal.
3
Start an engagement
Create an Engagement — the service relationship (e.g. “Acme Ltd — VAT Compliance”). If you have a Pack for that service type, the standard request items are copied in automatically. Otherwise, add request items directly.
4
Send it
When you send the engagement, its request items become visible to the client, and Clivanta notifies the recipients. Draft items become
requested; the client sees exactly what’s outstanding.5
Review and accept
As the client uploads, review each submission. Accept it (the document becomes evidence) or request a revision with a structured reason. Reminders chase anything still outstanding automatically.
What happens next
Once an engagement is active, Clivanta keeps it moving for you:- Reminders chase overdue items on your firm’s cadence.
- The audit trail records every status change, with actor and timestamp.
- Recurring services auto-generate the next period when you close one.
Learn the concepts
See the glossary for Engagements, Periods, Packs, Request Items, and Evidence.