ClerkOps
Try ClerkOps
Audit & Evidence

Prepare an evidence pack from your Cases, original files and approval records. Keep an index, exceptions and follow-up actions together so another reviewer can understand what happened.

Open Audit & EvidenceRead the guide
New Case · Audit & EvidenceGather records for a monthly internal review.

“Organise these records into an evidence pack with an exception list and source references.”

Relevant Cases Original documents Approval records
Clerky is preparing
  • Evidence index
  • Case history
  • Exception list
  • Review checklist
On it!
How it flows

  1. 01

    Gather records

  2. 02

    Map supporting evidence

  3. 03

    Review the exceptions

  4. 04

    Export an evidence pack

What to bring

Start with what you have.

  • Relevant Cases
  • Original documents
  • Approval records
  • Finding sources
  • Resolution evidence
  • Reporting period

The checklist shows what is still missing, so nothing has to be perfect on day one.

What you walk away with

Work you can act on.

Evidence indexCase historyException listReview checklist
Keep going withSee every work area
QR StudioCreate a branded QR that people can scan for your profile, website, menu, event or business.DocumentsBring the original, the supporting files and the question together.ReconciliationMatch invoices, bank records and M-Pesa references with exact amounts.