Policy Management

Clausematch allows you to collaborate in real time to create, manage, and review policies and procedures. It provides a single source of truth to manage and host your most important documents, with robust version control and a complete audit trail to demonstrate compliance.

The platform allows you to manage the whole policy management lifecycle, capturing real-time insights and producing reports so you can keep on top of review dates and approval deadlines, track policy adherence and oversee policies at each stage of the lifecycle.

Benefits for your entire policy lifecycle

Adapt faster

Whether you need to comply with new rules or are looking to expand to new geographies or launch new products, Clausematch helps you quickly update and adapt your policies and procedures, with real-time collaboration, approval management, split ownership and automated workflows.

Boost efficiency

Free up your team’s time to focus on high-value tasks. Encourage collaboration across departments by giving them access to create and edit documents in real time, while speeding up the approval process by up to 50%. Store all your policies and procedures in one place and cut compliance costs by up to 30%.

Standardize

Say goodbye to inconsistent formatting, style and language. With Clausematch, you can make sure all company policies follow the same standards, have the same structure, look and feel, are clear and easy to understand.

Streamline governance

No more silos, no more drowning in a sea of policies. Clausematch enables teams to better manage compliance obligations by automating and streamlining policy review and approval processes across the whole organization. The use of metadata makes it much quicker and easier to find the right policies and allows for more granular, standardized reporting across all documents. This will help you make sure all is in place, no deadlines are missed and all policies are up to date and adhere to compliance obligations.

Build trust, prove compliance

Gain the confidence of the board, show auditors, regulators and other stakeholders clear evidence that your organization is in control of its governance, policy management and compliance obligations, with Clausematch’s robust mapping capability, version control and full audit trail, down to a granular, paragraph level.

How it works

User-friendly interface

Draft, edit, review, approve, publish, refresh, or archive policies and procedures from one easy-to-access location and collaborate in real time, from anywhere.

Real-time collaboration

With Clausematch, drafting, editing and approval processes happen seamlessly, in real time. The platform allows users to work on the same document, without the back and forth of emails and the risk of team members using different versions of the document.

Comprehensive audit trail

Our platform records every action, decision, and approval in real time, so you always know if a document was changed, when, by whom, and why, with full versioning history.

Automation and configuration

Clausematch allows organizations to configure policy management workflow stages according to their specific needs, with automated alerts for individuals to complete tasks, such as review and approve updates. The platform also provides live reporting tools and dashboards, so you can report and be notified on the status of a policy review.

Developing policy management maturity to support company growth through IPO, development of new products or geographical expansion

Getting their policies and procedures ready for IPO

Preparing the document pack for a banking license application

Building a standardized, streamlined and consistent policy framework across different geographies and business units

Building efficiency into policy management processes to free up time of their compliance team

Cutting policy management costs by 30%

Tanya Ziv

Chief Compliance Officer at Currencycloud

“We are delighted to be working with Clausematch to enhance our policy management solution. They will be able to support us in managing the critical evolution of our policies and procedures as we continue to grow and expand.”