Back office, handled

Your workload shrinks. Your standards don't.

Clerivo runs recurring back-office workflows for small professional firms using AI-assisted processing and careful human review. You get finished work inside the tools and conventions your team already uses.

Book a workflow review See what we handle

No new software rollout. No self-serve dashboard to babysit.

The Clerivo model

AI for the first pass. People for judgment. Finished work for you.

What to expect

Three promises before we touch a workflow.

We fit the way you work

We learn your software, inboxes, naming rules, approval paths, and exceptions before changing anything.

A person remains accountable

Automation handles repeatable first-pass work. Human oversight catches ambiguity and owns delivery.

Savings must be real

The engagement is designed to cost less than adding equivalent administrative capacity—not to sell you more tools.

Done-for-you operations

Give us the queue. Get back completed work.

Clerivo is built for high-volume, rules-driven work where speed matters and exceptions still need judgment.

Core service

Recurring workflow execution

We take ownership of a defined operational queue, process it on an agreed cadence, route exceptions, and return clean outputs where your team expects them.

Intake and document triage

Summarize submissions, classify files, extract required details, and flag missing information.

Invoice and billing support

Prepare invoice data, reconcile routine records, and organize exceptions for approval.

Contract and record review

Run first-pass checks against your criteria and surface clauses, dates, or inconsistencies for human review.

Claims and case administration

Prepare codified documentation, update statuses, and keep recurring follow-up queues moving.

Built around your stack

Keep the systems your team knows.

Email, case management, practice software, shared drives, and established filing conventions remain part of the workflow.

A controlled start

One workflow. Clear rules. Measured results.

We begin with discovery, document the process, run a supervised pilot, then expand only when quality and turnaround hold.

Start with the bottleneck

Bring the work nobody has time to finish.

In a focused workflow review, we map one recurring queue, identify the human checkpoints, and determine whether Clerivo can take it off your team's plate.

Book a workflow review How Clerivo works