Documentation

Set up your ClearStax account, configure your first client, and run your first compliance assessment in under 15 minutes.

• Quick Start Guide
• Account Setup
• Adding Your First Client
• Onboarding Wizard

Manage your pipeline, automate email sequences, score leads, and track every client relationship from prospect to renewal.

• Pipeline Management
• Email Sequences
• Lead Scoring
• Contact Import

Run assessments against FTC Safeguards, HIPAA, NIST CSF, SOC 2, and CIS v8. Collect evidence, track remediation, and generate executive reports.

• Running Assessments
• Evidence Collection
• Report Generation
• Framework Reference

Deploy white-labeled security scanners on your site, capture leads automatically, and deliver branded security posture reports to prospects.

• Scanner Setup
• Lead Capture Forms
• Report Customization
• Embed Guide

Integrate ClearStax into your existing workflows with our REST API. Manage clients, trigger assessments, pull compliance data, and automate evidence collection programmatically.

• Authentication & API Keys
• Clients & Contacts
• Assessments & Evidence
• Rate Limits & Errors

Official client libraries for Node.js and Python. Type-safe wrappers around the REST API with built-in retry logic, pagination helpers, and webhook signature verification.

• Node.js SDK
• Python SDK
• SDK Quickstart
• Code Examples

Receive real-time notifications when compliance scores change, assessments complete, leads are captured, or deals move through your pipeline. Configure endpoints, verify signatures, and handle retries.

• Webhook Setup
• Event Reference
• Signature Verification
• Retry Policy

Brand ClearStax as your own — custom domains, logos, color schemes, and client-facing portals. Deliver compliance under your brand.

• Branding Configuration
• Custom Domains
• Client Portal Setup