AMIVA OS · fictional example

Project HarborOwner handover

LCLegal

ACAccountant

OPOperations

01 / 03Legal

Know where you’re needed.

See and answer your assigned questions.

Scroll to exploreSee the team workspace

Inside AMIVA OS

Know what to work on.

Scroll to explore your room.

AMIVA OS / Team workspaceSample only

Assigned questions

Find your task, the context, and who is waiting for your answer.

Owner handoverLegal team · clarify the owner’s dutiesAssigned
Recurring revenueAccountant · check supporting contractsAssigned
Service coverageOperations · explain staffing continuityAssigned

What happens next

Answer your assigned question in the room so the advisor can review it.

What needs my input?

AMIVA OS / Team workspaceSample only

Assigned questions

Find your task, the context, and who is waiting for your answer.

Owner handoverLegal team · clarify the owner’s dutiesAssigned
Recurring revenueAccountant · check supporting contractsAssigned
Service coverageOperations · explain staffing continuityAssigned

What happens next

Answer your assigned question in the room so the advisor can review it.

Which files can I see?

AMIVA OS / Team workspaceSample only

Shared documents

Your advisor grants access to the documents your work needs.

Company overviewShared with the seller teamAvailable
Owner handover notesAvailable after further access is approvedRestricted

What happens next

Changing your role does not grant access. The buyer’s private files are not shown.

Where is the supporting detail?

AMIVA OS / Team workspaceSample only

Question and source

Keep the question beside the document it refers to.

What will the owner do after closing?Assigned to the legal teamOpen
Owner handover notesOwner would like 12 months of involvementSource

Owner handover notes

The owner would like to stay involved for 12 months. Duties, hours, pay, and decision-making responsibilities have not been agreed.

What happens next

Clarify duties, availability, and pay with the advisor before agreeing terms.

Your part. With the context.

See how an assigned question becomes a useful answer.

Illustrated example · scroll to follow

See what needs you.

The advisor asks the legal team to clarify the owner’s handover.

AMIVA OSSample 1 / 3

Assigned question

Owner’s role after closing

Assigned

Assigned to: Legal team
Question: What duties are expected?

Who’s involved Advisor

What should I focus on?

Use the assigned question to keep your answer specific. Ask the advisor if the scope is unclear.

Read what’s behind it.

Open the shared notes. The owner prefers 12 months of involvement.

AMIVA OSSample 2 / 3

Supporting document

Owner handover notes

Shared with your team

Preference: 12 months
Still open: Duties, hours, and pay

Who’s involved You

Can I open every deal document?

You can see documents approved for your access. Ask the advisor if you need additional material.

Make the next step clear.

Answer the assigned question and flag what still needs agreement.

AMIVA OSSample 3 / 3

Assigned question

Owner’s role after closing

For advisor review

Clarify: Duties and availability
Agree: Hours and compensation

Who’s involved You + advisor

Is this an agreed handover?

No. A preference or draft answer is not an agreement. The parties still need to agree the terms.

AMIVA OSSample 1 / 3

Assigned question

Owner’s role after closing

Assigned

Assigned to: Legal team
Question: What duties are expected?

Who’s involved Advisor

Your expertise. Connected.

A clear task, the supporting material, and a person to turn to.

Your assignmentAMIVA OSThe advisorThe documentsYour contribution

Assigned question

The advisor

Start with a clear question.

See what the advisor needs your help to resolve.

The documents

Work from shared evidence.

Use the documents approved for your access.

Your contribution

Keep your answer in context.

Respond to the assigned question so the advisor can review it.

Illustrated app workflow. Scroll to follow the connections.

Make your contribution count.

A useful answer makes the next step easier for everyone.

Your assignment

Owner handover

Worth asking

What needs my expertise?

Shared evidence

Owner’s working notes

Worth asking

What can I support with the records?

Still to agree

Duties, hours, and pay

Worth asking

What should the advisor clarify?

Fictional example. Your room reflects your deal.

Continue in your deal room.

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