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Stage 5 of 9 · Deliver it

Close the gaps clause by clause, with the client

The client answers the gap analysis in the portal, you track every gap to closure, and both sides see the same document statuses.

The client's documents in the portal, each with its review status
Sample data. Northline Assurance and its clients are invented.

What Clauseloop does at the implement stage

Gap analysis in the portal

Clients answer each clause yes, no or not applicable. Every no becomes a gap to close during implementation.

Your own checklists

Upload a checklist as a spreadsheet template once and apply it to any project.

Document review both sides can see

Each document is pending, under review, approved, rejected or needs revision, and the status is the same in your workspace and the client's portal.

A private space for working files

Exchange files with each client in both directions, with every client kept separate.

Step by step in the app: Run the gap analysis and close the gaps with your client

Implement: frequently asked questions

Does the client have to use the portal?

The gap analysis is designed for the client to answer in the portal. Your team can review and add notes to every answer.

See the implement 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.

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.