Stage 4 of 9 · Deliver it

Give every new client a home from day one

Convert a won lead into a client and a project, then invite the client to a portal that carries your logo and colours.

What Clauseloop does at the onboard stage

Converting a won lead creates the client record and the first certification project, with the standard already set.

Clients sign in with a one-time link and see your logo, colours and tagline, not ours.

Portal users reach only their organisation's projects, documents and invoices.

New portal users get a short tour the first time they sign in.

No. They sign in with a one-time link sent to their email address.

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

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.

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.

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.