Stage 7 of 9 · Keep the client

Hand over a certification-ready client, then keep the record

Move the project to cert-ready, record the expiry date when the certification body issues the certificate, and let that date drive the renewal.

Book a demo All nine stages

The Internal Audit Report page, drafted from the audit record — Sample data. Northline Assurance and its clients are invented.

What Clauseloop does at the certify stage

A project path to cert-ready

Projects move from assessment through gap analysis, implementation and internal audit to certification-ready.

The expiry date on record

Approving a certification records its expiry date on the client. Share the certificate itself as a document, and the client downloads it from the portal.

Reminders from the day you approve

Approving a certification adds reminder tasks to the team calendar 30, 15, 7 and 2 days before the certificate expires.

Who certifies

The certification body issues the certificate. We get your client ready and keep the record.

Step by step in the app: Approve a certification and record its expiry date

Certify: frequently asked questions

Does the software issue ISO certificates?

No. Only an accredited certification body can certify a management system. The software runs the work that gets your client ready and keeps the certificate on record.

See the certify stage with your own data

A 60-minute walkthrough of Clauseloop, from the first enquiry to the renewal, using the standards and currencies you work in.

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The nine stages

Win the work

Attract: Lead magnets with drip email, website analytics, and the Search Console keywords your site already ranks for.
Capture: Forms and an embed for your own site, lead import, and rules that assign each new lead.
Win: Pipeline, proposals, scheduled follow-up emails, and demo booking.

Deliver it

Onboard: Client records, projects, and a client portal that shows each client only their own records.
Implement: Gap analysis, then implementation, with document statuses that follow your audit decisions.
Audit: A clause-by-clause internal audit and the Internal Audit Report generated from it.

Keep the client

Certify: A cert-ready stage and certificate expiry tracking. The certification body issues the certificate.
Bill: Invoices in 10 currencies including INR, AED, GBP, and USD, payments recorded from Stripe, PayPal, or Cashfree, and overdue reminders for your team.
Renew: Expiry notices at 90, 60, 30, 7, and 1 days, and a renewal workflow for re-certification.