Pipeline FAQ

What is Pipeline?

Pipeline is your CLEATUS workspace for contracts you're evaluating and moving toward proposal. Strong matches from your Company Profile and Bid/No Bid preferences are added automatically once a week, and you can also add items from Contract Search.

From Pipeline you can:

• Collaborate by assigning an owner and adding team members.
• Advance the pursuit by updating the stage (Evaluate → Pursue → Submit → Award).
• Stay organized with tags, favorites, and activity history.
• Stay informed with optional email notifications for amendments and updates.

How do contracts get into my Pipeline?

New matches are captured weekly by AI from your Company Profile preferences. You can also add contracts from Contract Search.

How does AI find contracts?

CLEATUS continuously scans federal, state, local, and city sources and matches opportunities to your Company Profile. Strong matches are auto-added once a week. To fine-tune capture, update your Company Profile.

What is Deep Analysis?

A 0–100 rating of how well your company aligns with a specific solicitation. It evaluates eligibility and fit signals — Company Profile (NAICS/PSC, set-asides, target agencies/locations), the RFP's mandatory requirements, capability and past performance, capacity, geography, and timeline. Failing a hard requirement marks the opportunity Ineligible (0).

I have questions about a contract — how do I get help?

Open the contract in Pipeline; the assistant appears on the right. It ingests the solicitation, amendments, and files plus your Company Profile, so you can ask questions, check compliance, and draft proposal content with citations.

How do I start proposal drafting?

Open the Pipeline card and choose Start Building.

What actions can I take on a Pipeline contract?

• Assign to member — set an owner or add collaborators.
• Update Pursuit Stage — move the item to the right stage (Evaluate, Pursue, Submit, Award).
• Add tags — label the contract for faster filtering.
• Activity logs — see who changed what and when.
• Favorite — star it for quick access.
• Notifications — toggle on/off for email alerts on amendments and updates.
• Archive contract — remove from active views but keep history and files.
• Remove from Pursuits — stop tracking it as an active pursuit.
• View source — open the original solicitation page.

Need more help? Visit help center.

Read more about Pipeline.