Terminology: key terms in CLEATUS

This page defines the terms that you see in CLEATUS. The terms are grouped by the area of the product where they appear.

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Account structure

Term	Definition
Organization	The top level of your account. An organization holds one or more companies. You manage users and roles at the organization level.
Company	A business unit inside your organization. Each company has its own Unique Entity Identifier (UEI), Capture Profile, pipeline, and subscription.
Capture Profile	The profile that describes one company: Company Details, Capabilities, Preferences, and Experience. CLEATUS uses it to score contracts and write proposals.
Role	The access level of a user: Owner, Admin, Member, or Limited Member. See Adding users for what each role can do.
Team	A named group of users in one company, such as a proposal team. You can assign pursuits and tasks to a team.
Seat	One user license for a company. Each user that you invite to a company uses one seat.
Credits	Units that measure artificial intelligence (AI) usage, such as agent requests and proposal drafting. Searching and viewing opportunities do not use credits.

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Finding work

Term	Definition
Contract	Any opportunity in CLEATUS: a solicitation, a notice, a grant, a forecast, or a subcontract scope. Find contracts under Contracts in the sidebar.
Recommended	The contracts that CLEATUS matches to your Capture Profile. Open Contracts, then Recommended.
Match score	A score from 0 to 100 that shows how well a contract fits your Capture Profile. Hover over the score to see the pros and cons behind it.
Custom Alerts	Saved searches. CLEATUS tells you when new contracts match a saved search.
Forecast	A procurement forecast that a government agency publishes. It shows what the agency plans to buy.
Pre-forecast	A recompete prediction that CLEATUS builds from award history. It shows work that is likely to be competed again before any forecast or solicitation posts.
Recompete	A new competition for work that a contractor holds now. CLEATUS shows the Incumbent and the previous award when it can identify them.
Subcontract	A scope of work inside a large prime contract that suits a subcontractor. The page links to the prime contract and lists the Potential Primes.
Signal	The label on a subcontract, forecast, or predicted recompete. A signal is work that has not posted as a solicitation yet.
Market Intelligence	The research area of CLEATUS. It covers agencies, contracting officers, contractors, contract vehicles, award history, grants, and parts. See Market Intelligence.
Teaming	Partnering with other contractors to bid on work. Use Market Intelligence > Contractors to find partners, or the Potential Primes on a subcontract. See Finding Teaming Partners.

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Capture and pipeline

Term	Definition
Pipeline	The board that holds every pursuit of a company. Each column is a phase. The default phases are Triage, Building Proposal, Proposal Submitted, Won, and Lost.
Pursuit	A contract that you add to your pipeline. A pursuit holds the contract details, documents, tasks, notes, custom fields, assignees, and activity log.
Triage	The first phase of the pipeline. New contracts land here so that your team can decide which ones to pursue. You cannot edit, move, or delete this phase.
GovCon CRM	The government contracting (GovCon) customer relationship management (CRM) tools: the pipeline, the CRM in the sidebar, tasks with a calendar, assignments, notes, custom fields, and team collaboration.
CRM	The sidebar item that holds People, Companies, and Agencies. These are the contacts, outside businesses, and government agencies that your team works with.
Record	One person, company, or agency in your CRM. A record has its own Overview, Activity, Notes, Tasks, and Pursuits tabs.
Custom field	A field that your company adds to pursuits or records, such as an incumbent or a bid decision. You can show pursuit custom fields on the pipeline board and list.
Contract Breakdown	An AI summary of a solicitation in Uniform Contract Format (UCF). It puts scope, pricing, deliverables, and evaluation criteria into standard sections.
Requirements	A checklist of every requirement in a solicitation, with the source quote for each one.

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Proposals and content

Term	Definition
Proposal Writer	The AI writing workspace for a pursuit. It builds a proposal plan from the solicitation and drafts each volume. Open it from Proposals in the sidebar.
Workspaces	An AI agent, a chat, and a set of files in one place. Every proposal opens in a workspace. A workspace for other work, such as a pricing worksheet or a capability statement, does not need a pursuit. A pursuit shows its workspaces on the Workspaces card. See Using Workspaces.
Document Hub	The content library of your company. CLEATUS reads every file that you add, and the agent and the Proposal Writer use the files as context.

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AI and automation

Term	Definition
GovCon Copilot	The CLEATUS AI agent, also called Ask CLEATUS. It plans and completes multi-step work with CLEATUS tools. Click Agent at the top of the sidebar, or click Ask CLEATUS on any page.
Skills	Saved instructions that you and your team reuse in the agent and the Proposal Writer. Skills was previously called the Prompt Library.
Workflows	Automations that run when an event happens, such as a new recommendation or a phase change, or on a schedule. Find them under Automation > Workflows.

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How the terms fit together

Your organization holds one or more companies. Each company has a Capture Profile, and CLEATUS uses it to give each contract a match score. When you add a contract to your pipeline, it becomes a pursuit in Triage. Your CRM keeps the people, companies, and agencies behind each pursuit. From the pursuit, you analyze the solicitation and write the proposal in the Proposal Writer.