Stage 9 of 9 · Keep the client
Renewals that start before the client has to ask
The client is notified 90, 60, 30, 7 and 1 days before the certificate expires, and recertification runs on its own shorter workflow.
What Clauseloop does at the renew stage
Expiry notices
The client is emailed 90, 60, 30, 7 and 1 days before the certificate expires, and your team is notified too.
Every renewal in one view
See each certificate expiring soon, sorted by how urgent it is.
A recertification workflow
Renewal projects run evidence collection, validation and cert-ready. The client answers only yes or not applicable, because the controls are already certified.
Step by step in the app: Track certificate expiry and run the renewal
Renew: frequently asked questions
When do renewal notices start?
90, 60, 30, 7 and 1 days before the certificate expiry date recorded for the client.
See the renew 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
Deliver 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.