Enforced case workflow
Ten stages from enquiry to closed off, moving in order in the database rather than only in the interface. Payment cannot be recorded before a job is invoiced, and only administrators can override.
Features
Everything a casework team needs, with the controls a compliance team asks for.
Clariovo is a single secure workspace for enquiries, quotes, delivery, invoicing and closure — with the process enforced rather than suggested.
Mandatory two-factor
Every account enrols an authenticator app before reaching any case data, and sensitive actions require a verified second factor at the database level, not just in the browser.
Role-based permissions
Owner, admin, manager, advisor, consultant and finance roles each see only what they need. Finance is limited to invoicing stages, consultants to pre-invoice work.
Editable permission matrix
Administrators change what each role can do from an admin screen — no code changes and no waiting on us.
Assignment and ownership
Assign cases to colleagues by role, keep the originator in the loop, and give everyone a personal dashboard of the work that is theirs.
In-app notifications
Stage moves, assignments and closures raise a notification for the people who need to act, with a notification centre to catch up.
Branded email alerts
Assignment and stage-change emails, plus invitations and password resets, all sent from your own branding so your team and clients recognise them.
Reporting dashboard
Open, overdue and paid figures, a financial pipeline by stage and a workload view across the team.
Complete audit trail
Creates, assignments, stage moves and overrides are written to an immutable log with actor and timestamp — ready to hand to a regulator.
Client and company records
Cases hang off the companies you act for, so history, contacts and financials stay together.
See it with your own process
We will map your stages, roles and templates onto Clariovo before you commit to anything.