For ISO consultancies
Run every certification from enquiry to renewal in one place
Clauseloop runs an ISO consultancy's whole client cycle: the enquiry and the proposal, the gap analysis and implementation with the client in a portal, the internal audit and its report, invoices in the client's currency, and the renewal.
For ISO consultancies, from a single consultant to a team of fifty, taking clients through certification and renewal.
What Clauseloop does for ISO consultancies
Win more of the enquiries you already get
Website forms and lead magnets feed one pipeline, your rules decide who follows up, and up to 13 follow-up emails go out until the lead is won.
The win stageRun many clients at once
Each client has a project with its standard, its stage and how far it has come, a portal in your brand, and a gap analysis answered clause by clause.
The implement stageThe internal audit and its report
Clause-by-clause checklists for 12 frameworks, findings with corrective actions, and the Internal Audit Report generated from the audit itself.
The audit stageBill in the client's currency
Milestone invoices in 10 currencies with GST or VAT. Payments from Stripe, PayPal or Cashfree that carry the invoice number are recorded on it.
The bill stageKeep the client after the certificate
The client is emailed 90, 60, 30, 7 and 1 days before the certificate expires, and recertification runs on its own shorter workflow.
The renew stageBuilt-in audit checklists
- ISO 9001
- ISO 14001
- ISO 45001
- ISO 27001
- ISO 13485
- ISO 22000
- ISO 22301
- ISO 42001
- SOC 2
- GDPR
- HIPAA
- PCI DSS
For ISO consultancies: frequently asked questions
Do my clients see your name or ours?
Yours. The client portal carries your logo, accent colour and tagline, and clients sign in with a one-time link sent to their email address.
Does it work for a one-person consultancy?
Yes. An admin reaches every part of the product, so one person can run sales, delivery and billing. As the team grows, the sales, consultant and finance roles limit what each person sees.
Which standards can I audit against?
ISO 9001, ISO 14001, ISO 45001, ISO 27001, ISO 13485, ISO 22000, ISO 22301, ISO 42001, SOC 2, GDPR, HIPAA and PCI DSS have built-in checklists. For any other standard, upload your own checklist as a spreadsheet template and use it for the gap analysis.
Does the software certify my clients?
No. An accredited certification body issues the certificate. The software runs the work that gets your client ready and keeps the certificate on record for the renewal.
Also see Clauseloop for compliance agencies.
See Clauseloop with your own clients
A 60-minute walkthrough from the first enquiry to the renewal, using the standards and currencies you work in.