Give expert partners a better evidence package.

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.

CustomerEvidence packageSelected expert

A handoff should improve the expert's judgment, not replace it.

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.

Structured intake

Receive organized documents, extracted terms, calculations, missing data, and customer-approved scope.

Customer choice

Partner routing is transparent. Customers decide who receives the case and exactly what is shared.

Outcome tracking

Close the loop from referral and action through verified result without blurring independent detection and partner compensation.

A cleaner handoff

Let experts spend time on judgment—not document cleanup.

A partner should receive a case with its source evidence, extracted terms, known gaps, customer-approved scope, and a clear record of what Costivra did not decide.

  1. 01

    Prepare

    Organize the source record and surface the issue that warrants expert attention.

  2. 02

    Consent

    Let the customer choose the partner and approve the exact information to share.

  3. 03

    Measure

    Keep the resulting action and evidence separate from the original finding for a transparent outcome record.

A deliberate first step

Build a better referral experience.

If your firm has a repeatable specialty workflow, we can discuss whether Costivra can improve the quality and consistency of the intake.

Talk about partnering