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Deliver exactly what you sold.

Clivo reads your contracts, emails, calls and tasks, so your team always knows what was agreed with each client, what's left to deliver and which requests were never sold.

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Northwind Studio/Arari LogisticsAP

Clients

Arari Logistics2 extras
Bento Foods1 extra
Lumen HealthAll in scope

What's left to deliver for Arari before launch?

Clivo

Launch is November 14 (Contract v2, §6.1). Here's where the portal in §2.1 stands:

InvoicesDone
Shipment tracking4 of 6 tasks done
Support pagesNo tasks yet

Google sign-in and CSV export aren't on this list: they came in after signing, so they're extras.

Contract v2 · §2.1SignedContract v2 · §6.1SignedLinear · 10 tasks

Ask about Arari Logistics…

Contract v2Signed Aug 20

§2.1Customer portal with shipment tracking, invoices and support pages.
§3.2Two rounds of revisions per page template.
§4.2Email and password login only.
§6.1Production launch on November 14.
§7.1Billed at $150 per hour, approved in writing.

Northwind Studio/Arari LogisticsAP

Clients

Arari Logistics2 extras
Bento Foods1 extra
Lumen HealthAll in scope

PRPaula ReisEmailOct 3

Could we also add Google sign-in before launch?

Checked against Contract v2

§4.2 AuthenticationContract v2 · Signed

Email and password login only.

Out of scopeNot in the signed scope

Change order: 6 h × $150 = $900Draft change order

Contract v2Signed Aug 20

§2.1Customer portal with shipment tracking, invoices and support pages.
§3.2Two rounds of revisions per page template.
§4.2Email and password login only.
§6.1Production launch on November 14.
§7.1Billed at $150 per hour, approved in writing.

Northwind Studio/Arari LogisticsAP

Clients

Arari Logistics2 extras
Bento Foods1 extra
Lumen HealthAll in scope

Change order #3 · Arari Logistics

Approved

Google sign-in6 h$900

Total$900

Source: Email · Oct 3 · Paula Reis
Rate: §7.1 · $150/hSigned

APNeeds approval: AnaEditApprove

Approved by Ana · Oct 4Share it with Paula yourselfDownload PDFCopy as text

Contract v2Signed Aug 20

§2.1Customer portal with shipment tracking, invoices and support pages.
§3.2Two rounds of revisions per page template.
§4.2Email and password login only.
§6.1Production launch on November 14.
§7.1Billed at $150 per hour, approved in writing.

Built for agencies, software houses and consultancies that sell projects.

Agencies: Websites, campaigns and retainers
Software houses: Apps, platforms and integrations
Consultancies: Audits, roadmaps and implementations

Finally, a contract that doesn't stay in a drawer.

Lock the scope

One source of truth for every client.

Proposals, contracts and amendments become a scope your whole team can check against.

§2.1Customer portal with shipment tracking, invoices and support pages.

§3.2Two rounds of revisions per page template.

§8Mobile apps, single sign-on and legacy data migration.

ScopeContract v2Signed

Deliverables§2.1
Two revision rounds§3.2
Not included: single sign-on§8

Catch the extras

Scope drifts. Clivo notices.

Every request in email, calls and tasks is checked against what was signed.

Email · Oct 3
Could we also add Google sign-in before launch?
Slack · Oct 6
Quick one: can invoices export to CSV?
Call · Oct 8
Can the tracking page show a live map?

Answer with the clause

Clivo Agent finds the answer.

In your contracts and conversations, and shows exactly where it came from.

Is SSO included for Arari?

Clivo Agent

No. Single sign-on is excluded in §8.

Contract v2 · §8Signed

Ask about any client…

From the first proposal to the 30-day check-in, every promise stays next to the work.

Sell what you can actually deliver.

Clivo shows the extras your last clients asked for, so the next proposal prices them in.

Proposals/Pier 9 HotelsRM

Proposal · Draft v1

Booking site for Pier 9 Hotels

Scope and fees

Booking engine120 h$18,000

Room pages60 h$9,000

CMS training8 h$1,200

Extra revision round12 h$1,800

Total$28,200

Terms

Two rounds of revisions per page template. Extra work billed at $150 per hour, approved in writing.

Asked as extras by your last 5 clients

Extra revision round4 of 5Add

Google sign-in3 of 5Add

CSV export2 of 5Add

Drop in a contract. Get a scope your team can check.

Clivo reads proposals, contracts and amendments in order and turns every clause into a line your team can verify.

Bring contracts from

Google Drive
DocuSign
Notion
PDF

Contract v2 · Arari Logistics

2.1
Deliverables. Customer portal with shipment tracking, invoices and support pages.
3.2
Design revisions. Two rounds of revisions per page template.
4.2
Authentication. Email and password login only.
5.1
Confidentiality. Each party keeps the other's business information private.
6.1
Launch. Production launch on November 14.
7.1
Extra work. Billed at $150 per hour, approved in writing.
8
Not included. Mobile apps, single sign-on and legacy data migration.

Rafa Mendes

Northwind Studio

Paula Reis

Arari Logistics

Signed Aug 20Page 2 of 2

Arari Logistics/Scope

Signed scope

Contract v2 · Signed Aug 20

Reading Contract v2APChecked by Ana · Oct 1

DeliverablesShipment tracking, invoices and support pages§2.1Signed
RevisionsTwo rounds per page template§3.2Signed
AuthenticationEmail and password only§4.2Signed
LaunchNovember 14§6.1Signed
Extra work rate$150 per hour, approved in writing§7.1Signed
Not includedMobile apps, single sign-on, legacy data migration§8Signed

Clivo AgentNew

Clivo Agent answers any question about any client.

Ask in plain words, from kickoff to renewal.

Northwind Studio/Clivo AgentAP

Ask about any client…

Clivo

Homepage and 6 page templates (§3.1), two rounds of design revisions (§4.2) and one training session (§5.1). The blog redesign Marta mentioned on the Sep 30 call isn't in the contract.

SourcesMost binding first

Contract v3 · §3.1Signed
Kickoff call · 14:05Not binding
Proposal v2 · p. 4Replaced by Contract v3

Visible to the Bento Foods teamAPRMTL

Signed contract first
The latest amendment always wins over old emails.
Arari Logistics
Proposal v1Aug 2 · Replaced
Contract v2Aug 20 · Signed
Amendment 1Sep 12 · Signed
Permission-aware
People only see the clients they already have access to.
APAna Prado
- ALArari LogisticsCustomer portal
- BFBento FoodsWebsite redesign
- LHLumen HealthPatient app
- Pier 9 HotelsNo access
Always cited
Every answer links to the clause, the email or the call minute.
Clivo
Launch is November 14. Paula moved the content deadline to October 20.
Contract v2 · §6.1SignedEmail · Oct 3Not binding

Works where your clients already talk to you.

Gmail
Outlook
Google Drive
Notion
Slack
Google Meet
Zoom
Linear
Jira
ClickUp
HubSpot
DocuSign

Clivo never talks to your clients.

It only reads. Your team approves every change order and sends it from its own email.

Approvals2 waiting
Change order #3$900
Arari Logistics · Google sign-in · 6 h
APWaiting for AnaApprove
Approved by Ana · ready to share
Change order #4$2,400
Bento Foods · Blog templates · 16 h
Nothing goes out unapproved.
Every change order waits for a named Admin. Until then, no one can download or copy it.
HistoryNorthwind Studio
1. AP
  Ana approved change order #3
  Oct 4 · 10:12
2. Clivo flagged a request from Marta
  Oct 3 · 16:40
3. RM
  Rafa edited Proposal v2
  Sep 28 · 11:05
4. JR
  Joana marked change order #2 invoiced
  Sep 26 · 09:30
Every change has a name on it.
Each draft, edit and approval is logged with who did it and when.
Access4 clients
ArariBentoLumenPier 9
Sales
Delivery
Finance
Rafa can't open Lumen Health
People see only their clients.
Access is set per client, and Clivo's answers respect it.

One ledger for every team that touches the client.

Sales
Price in the extras your last five clients asked for.
Proposals/New proposal
Extras your last 5 clients asked for
ExtraAsked byEst.
Extra revision round12 h
Google sign-in6 h
CSV export3 h
Live tracking map12 h
Extra revision round · 12 h · $1,800Add to proposal
Delivery
Know on day one everything sales promised, and say no with the clause.
Bento Foods/Requests
MSMarta SousaCall · Sep 30Out of scope
“While you're at it, could you redesign the blog too?”
§3.1 PagesContract v3 · Signed
Homepage and 6 page templates.
What do we do with it?
Draft change order16 h · $2,400
Do it at no chargeLogged as a favor
Mark as in scope
Only your team sees thisDraft change order
Finance
See unbilled work by client before the invoice goes out.
Billing/Unbilled workOctober
- Arari Logistics2 change orders · 9 h$1,350
- Bento Foods1 change order · 4 h$600
- Lumen Health4 change orders · 16 h$2,400
Total unbilled$0
Before invoices go outAdd to October invoices
Customer success
Turn repeated extras into renewals and retainers.
Lumen Health/AccountRenews Jan 15
Extras since June
About 4 h a month
Jun4 hJul4 hAug3 hSep5 h
Retainer draft4 h a month · $600Review draft

Four steps to your first tracked contract.

1
Connect your email, meetings and task tools.
- GmailConnect Connected
- Google MeetConnect Connected
- LinearConnect Connected
2
Add your contracts and proposals.
Proposal v1
Replaced
Contract v2
§2.1 Deliverables
§4.2 Authentication
§8 Not included
Signed Aug 20
3
Check the scope Clivo built.
Scope · Arari Logistics
- §2.1Customer portal
- §4.2Email login only
- §8No mobile apps or SSO
Ask and track every request.
PRPaula ReisEmail · Oct 3
“Could we also add Google sign-in before launch?”
Out of scope§4.2Signed

Stop doing work you never sold.

Track your first contract Book demo

Change order #3

Waiting for Paula Approved

Arari Logistics · Customer portal

Google sign-in6 h × $150$900

Email · Oct 3Not bindingContract v2 · §7.1Signed

PRApproved in writing by Paula Reis · Email · Oct 4

Deliver exactly what you sold.

Finally, a contract that doesn't stay in a drawer.

One source of truth for every client.

Scope drifts. Clivo notices.

Clivo Agent finds the answer.

From the first proposal to the 30-day check-in, every promise stays next to the work.

Sell what you can actually deliver.

Start with everything sales promised.

Clivo Agent detects scope drift across your tools.

Change orders that write themselves.

Turn repeated extras into retainers.

Drop in a contract. Get a scope your team can check.

Clivo Agent answers any question about any client.

Signed contract first

Permission-aware

Always cited

Works where your clients already talk to you.

Clivo never talks to your clients.

Nothing goes out unapproved.

Every change has a name on it.

People see only their clients.

One ledger for every team that touches the client.

Sales

Delivery

Finance

Customer success

Four steps to your first tracked contract.

Connect your email, meetings and task tools.

Add your contracts and proposals.

Check the scope Clivo built.

Ask and track every request.

Stop doing work you never sold.