Architecture · CloviTek first launch

How CloviCRM powers CloviLegal.

CloviLegal is CloviTek's first launch — an AI Legal OS for founders. It doesn't reinvent client management: it runs on the CloviCRM contact/matter spine. One threaded record carries a client from intake → matter → documents → e-sign → billing.

CloviLegal — the app

AI Legal OS

  • 160 AI templates + Clause DNA
  • Legal RAG grounding (startup + gov — expanding)
  • Native e-sign, IP/trademark triage
  • Startup-advisor Q&A
CloviCRM — the spine

Contact / matter store

  • contacts (kind=client)
  • deals = matters / engagements
  • activities = append-only matter log
  • pipeline_stages = matter status
A client
→ maps to →
contacts where kind='client'
A legal matter / engagement
→ maps to →
deals (stage = matter status)
Every action (draft, sent, signed)
→ logged to →
activities (append-only, audit-ready)
Matter pipeline
→ driven by →
pipeline_stages (reorderable)
CloviLegal's AI (templates + RAG)
→ writes into →
the matter's documents & activity trail

The client journey, end to end

One threaded record — the matter — accumulates everything. Click a stage or press play.

CloviLegal = the app (AI + templates + e-sign). CloviCRM = the data spine (clients, matters, activities). Same pattern reused for every future vertical. · Customer journey & economics →