Public product walkthrough

See the work behind a review.

Start with a short video, then jump into focused walkthroughs of records, review schedules, corrective actions, and audit packets. No workspace login is needed.

The screens below are illustrative and use sample content. They describe workflows available in Clerkspan; no customer records are shown.

Skip to tool walkthroughs
Video transcript

Clerkspan organizes compliance documents, credentials, deadlines, and audit evidence into review-ready files.

Choose a tool

Jump straight to a workflow

Each link opens its own focused segment below, so you can follow just the part that matters to your team.

01 / RECORDS & EVIDENCE

Keep the record and its files connected.

A compliance record holds its status, owner, due or renewal dates, and primary attachment. Add supporting evidence and review the record activity in the same detail view.

Practical value: the next reviewer can open one record to see its details and related documents.

Illustrative workspace screenSample content
COMPLIANCE RECORD · SAMPLE

Sample policy review

Active
OwnerSample workspace owner
Due dateSample date
Renewal dateSample date
Next reviewQuarterly · sample date
Primary attachment sample-policy.pdf
Supporting evidence2 sample files
sample-review-notes.pdf
sample-attendance.csv
Illustrative interface · sample records and outcomes

02 / REVIEWS & RENEWALS

See which dates need a closer look.

Set a monthly, quarterly, or annual review interval with its next review date. The dashboard lists scheduled reviews that are overdue or due within 30 days; upcoming due records are listed separately by date.

Practical value: review timing and due dates stay visible alongside the records they belong to.

Illustrative workspace screenSample content
WORKSPACE OVERVIEW · SAMPLE

Upcoming work

UPCOMING RECURRING REVIEWS
Sample credential reviewQuarterly · sample dateUpcoming
Sample policy reviewAnnual · sample dateOverdue
UPCOMING DUE RECORDS
Active, complete records with future due dates appear here, soonest first.
Illustrative interface · sample records and outcomes

03 / CORRECTIVE ACTIONS

Track follow-up on the record that needs it.

Add a corrective action to a compliance record, keep it open while follow-up is in progress, then mark it complete. The record activity includes the corrective-action change.

Practical value: open follow-up work remains visible with the compliance record it relates to.

Illustrative workspace screenSample content
RECORD FOLLOW-UP · SAMPLE

Corrective actions

Attach the sample follow-up noteOpen · sample actionOpen
Review the sample checklistCompleted · sample actionComplete
Action changes are recorded in the record activity.
Illustrative interface · sample records and outcomes

04 / AUDIT PACKETS

Bundle selected records for review.

Select compliance records and download an audit packet. The ZIP includes a review PDF for each selected record, its primary attachment when present, and its supporting evidence. A saved selection can be reused as a packet preset.

Practical value: collect record summaries and their attached files into one downloadable package.

Illustrative workspace screenSample content
DOWNLOAD AUDIT PACKET · SAMPLE

Selected sample records

Sample compliance record ASelected
Sample compliance record BSelected
Review PDF for each selected record
Primary attachments, when present
Supporting evidence, when present
Illustrative interface · sample records and outcomes

Continue from here

Explore Clerkspan with your own team.

Start a workspace to review the product with your organization’s workflows.

Start a workspace

Clerkspan demo screens are illustrative. Sample names, files, dates, statuses, and outcomes are examples, not customer records or verified results.