Structured intake
Receive organized documents, extracted terms, calculations, missing data, and customer-approved scope.
Accountants, fractional CFOs, managed service providers, telecom consultants, and energy advisors can use Costivra as the intelligence and workflow layer while retaining their specialty role.
The customer sees who receives the case, why they were selected, and exactly what is shared. The partner receives a prepared record, not a loose inbox thread.
Receive organized documents, extracted terms, calculations, missing data, and customer-approved scope.
Partner routing is transparent. Customers decide who receives the case and exactly what is shared.
Close the loop from referral and action through verified result without blurring independent detection and partner compensation.
If your firm has a repeatable specialty workflow, we can discuss whether Costivra can improve the quality and consistency of the intake.