Clariovo platform · Casework CRM
Clariovo is a secure, tenant-isolated platform for business software. Its first solution, the Clariovo Casework CRM, gives professional services teams one workspace with a stage workflow enforced in the database, role-based permissions, mandatory two-factor sign-in and an audit log you can hand to a regulator — set up around the way your business already works.
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The platform
The foundation every solution runs on: isolated workspaces per business, mandatory two-factor authentication, role-based permissions you control, branded email and an immutable audit log. Built once, applied to every product we put on top of it.
The first solution
Casework from enquiry to closed off: ten enforced stages, assignment by role, invoicing and payment gates, client and company records, and reporting on what is open, overdue and paid.
What it doesStages move in order in the database, not just the UI. Payment is blocked until a job is invoiced, and only administrators can override.
Every account enrols an authenticator app before reaching any case data. Tenants are isolated by row-level security.
Assign work to colleagues by role, and keep the originator notified at every stage move, completion and closure.
Creates, assignments, stage moves and overrides are written to an immutable log with the actor and timestamp.
Owner, admin, manager, advisor, consultant and finance roles, with an admin screen to change what each one can do — no code changes needed.
Open, overdue and paid figures, financial pipeline by stage, and a clear view of who is carrying what.
Tailored per business
Every customer runs in their own isolated workspace, so your stages, roles, branding and notification rules are yours alone. Change them as your business changes.
How tailoring worksTrack every enquiry from first contact through quoting, delivery and invoicing without spreadsheets in between.
Prove who did what and when, with ID checks and quality control built into the pipeline.
Mandatory two-factor sign-in, strict data isolation and an immutable audit log as standard.
Clariovo installs straight from the browser — no app store, no separate download. Your team gets a full-screen app icon on their phone, tablet or desktop, using the same secure sign-in and multi-factor setup.
Open clariovo.com in Safari, tap Share, then Add to Home Screen.
Open in Chrome, tap the menu, then Install app or Add to Home screen.
In Chrome or Edge, use the install icon in the address bar, or Install Clariovo above.
We will map your stages, roles and templates onto Clariovo and run a pilot with a handful of live cases before you commit.
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