Your own workspace
Each business gets a separate, isolated workspace. Your cases, clients, files and people are never visible to another customer — isolation is enforced by the database, not by a filter in the app.
Tailoring
One platform, configured around how your business actually works.
Clariovo is not a blank toolkit you have to assemble, and it is not a rigid system you have to bend to. You get a proven casework process, adjusted to your stages, roles and branding.
What we tailor
Your stages
The default ten-stage pipeline suits most professional services work, and the stage names and order can be shaped around the way your firm describes its process.
Your roles and permissions
Start from sensible defaults for owners, admins, managers, advisors, consultants and finance — then change what each role can see and do from the admin screen whenever your structure changes.
Your team
Invite colleagues by email, set their role on the way in, and remove access instantly when someone leaves. Every change is recorded in the audit log.
Your notifications
Choose which stage moves and assignments raise emails, and send them from your own sending domain so they land looking like you rather than like a tool.
Your branding
Your logo appears throughout the workspace once your team signs in, and on the emails your staff and clients receive.
How onboarding runs
- 1
Discovery call
We walk through how enquiries reach you today, who touches them, and where things currently go wrong.
- 2
Configuration
We set up your workspace: stages, roles and permissions, notification rules and branding.
- 3
Pilot with your team
A small group runs live cases through the system while we adjust anything that does not fit.
- 4
Rollout and support
The rest of the team is invited, and changes continue to be made as your process evolves.
Tell us about your process
Send us a short description of how your cases move today and we will show you the same journey inside Clariovo.
Get in touch