CertifyPilot's consultancy workspace tracks each gap analysis, implementation, internal audit and retainer with its standards, dates, lead consultant and documents. It's the same platform certification bodies run on, so your clients arrive with exactly what an auditor asks for.
Gap analysis, implementation, internal audit, maintenance, training. Reference numbers, status, standards, start and end dates, the intended certification body.
One record per organisation with sites, sector, headcount and contacts, the same fields a certification body uses for its contract review.
Policies, procedures, risk registers, internal audit reports, management review minutes, filed against the engagement and versioned.
If you also own or partner with a certification body, the platform keeps the two apart and enforces the two-year rule automatically, so nobody has to remember it.
Clause-by-clause readiness checklists, internal audit reports, management review templates and a client portal for evidence requests.
Start a trial today, or talk to us about running a consultancy and a certification body in one group.