Clauseloop help centre
One guide for each stage of a certification, in the order the work happens. Each names the buttons and pages exactly as they appear in the app. What changed recently is in the changelog.
Getting started
Win the work
Collect enquiries with lead magnets and see what brings visitors
Gate a checklist or guide behind a work-email form, convert the requests into leads, and connect Google Search Console to Website Analytics.
Attract stage · 4 min read
Capture leads from your website, spreadsheets and your team
Embed a lead form on any website, route leads by country, import a spreadsheet, and add leads by hand with a warning for duplicates.
Capture stage · 4 min read
Move a lead to a signed deal: stages, proposals and Deal Won
Work leads through the sales stages, create and send a proposal, and mark the deal won to create the client, its projects and portal access.
Win stage · 4 min read
Deliver it
Give a client their portal: access, branding and the first visit
Grant a client portal access, brand the portal with your logo and colours, and know what the client sees on their first visit.
Onboard stage · 3 min read
Run the gap analysis and close the gaps with your client
Give the client a clause checklist, review their answers and evidence, and work every gap in Implementation until it is closed.
Implement stage · 5 min read
Request and review a client’s documents (Document Center)
Request documents from a client, review each upload, and keep one status that you and the client both see.
Implement stage · 3 min read
Share working files with a client (Document Arena)
Use the Document Arena to exchange working files with one client in both directions, outside the review workflow.
Implement stage · 2 min read
Run the internal audit and issue the Internal Audit Report
Review each clause’s evidence in the Internal Audit phase, write up the findings, and issue the Internal Audit Report to the client.
Audit stage · 5 min read
Keep the client
Approve a certification and record its expiry date
When the certification body certifies the client, approve the project and record the expiry date that drives renewal reminders.
Certify stage · 2 min read
Raise an invoice and record its payment
Create an invoice in one of 10 currencies or bill a project from the client’s page, send it as a PDF, and record each payment.
Bill stage · 5 min read
Track certificate expiry and run the renewal
See every certificate expiring soon, run recertification as a shorter Renewal workflow, and record the new expiry date.
Renew stage · 3 min read
For your clients
See Clauseloop for yourself
Run leads, projects, audits, invoicing, and renewals in one customizable platform built for ISO certification teams.