Projects
Shared hubs for ongoing work.
Bring files, instructions, chats, and tables into one project, so your team always works from the same context.
HR & Compliance
Employment policies, compliance guides, and legal agreements
Organized by project
Set up a project for each client, deal, or team. Each one keeps its own files, instructions, and access settings.
Legal Agreements
Oct 24
M&A Due Diligence
1d ago
Financial Reports
2h ago
Vendor Contracts
3d ago
HR & Compliance
5h ago
Chats and tables share context
Chats and tables started in a project stay in it and work from the same sources. A project's chats can read its tables too.
Drop anything in
Upload PDFs, Word and PowerPoint files, spreadsheets, images, and audio. Every file is indexed for fast, relevant search.
Structure-aware document parsing
Clavy preserves tables, headings, and document structure so search results are always accurate and in context.
Revenue grew 23% YoY, driven by enterprise deals and product expansion across key verticals in H2.
Ask across your files
Search by asking in plain language and get instant, cited answers drawn directly from your project's documents.
Tables that know their project
A table's assistant follows its project's instructions and searches its files, so new rows and columns build on your team's work.
Policy | ||
|---|---|---|
1 | remote_work_policy.pdf | |
2 | gdpr_compliance_guide.pdf | |
3 | contractor_guidelines.pdf | |
4 | employee_handbook.pdf | |
5 | data_retention_policy.pdf | |
6 | travel_expense_policy.pdf |
Custom instructions
Define how the AI should behave in each project. Set tone, focus areas, and output format to match your workflow.
Legal Agreements
Customize how Clavy responds when using this project.
Access controls
Control who can access your projects. Keep them private or share them with your workspace.
View access
Members
Keep work next to its sources.
Make expertise searchable.
Deep search
The assistant writes and refines targeted searches across your sources, expanding context until it has enough to give a complete answer.
Citations by default
Every answer links back to the exact passage and page in the source document. Verify it without leaving the result.
Shared with your team
Colleagues query the same project with the same context. Every question and answer stays searchable, so nothing gets buried in a private chat.
Knowledge that compounds
Every document you add makes the project more useful. The more your team uploads and searches, the more the project grows in value.