ClearClient
ClearClient organizes client intake, documents, onboarding, and related tasks in one web system.
What ClearClient is
ClearClient organizes client intake, documents, onboarding, and related tasks in one web system. Clients can use a public link to submit details, upload documents, and complete acknowledgements without creating an account. Teams can review documents, use contract templates, arrange countersigning, and send invoice payment links and reminders. Tracking covers onboarding stages, missing documents, activity history, and next actions. Client data can be exported at any time as PDF or CSV. Starter costs $19 a month for up to 50 active clients, two team seats, 5 GB storage, intake forms, a document repository, an onboarding checklist, and PDF export. Growth costs $49 a month and adds branded forms, an AI assistant, B2B and B2C modes, and contract templates. Pro costs $99 a month, supports unlimited clients, and adds a portal and analytics dashboard. ClearClient says US storage and encryption protect data.
Good
- Public intake requires no client account
- Tracks stages, missing documents, and next actions
- Supports contracts and countersignatures
- Exports data as PDF or CSV
- Plans include client and team-seat options
Watch out
- No free plan
- Starter limits clients, seats, and storage
- Data is stored on US servers
- Not a licensed compliance service
Who it suits
ClearClient suits event planners, small businesses, marketing agencies, studios, coaches, and notaries managing client paperwork and onboarding. It fits teams that need intake links, document workflows, payment reminders, and exports.
Verdict
ClearClient combines client intake, records, onboarding tracking, contracts, and payment reminders in a single browser platform. Its tiered limits and stated compliance scope matter when selecting a plan for regulated or growing operations.
Plans and prices
From ClearClient's own pricing page, checked 4 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Starter | $19 a month | Up to 50 active clients · Up to 2 team seats · 5 GB storage · Client intake form · Document repository · Onboarding checklist · PDF export · $19/ month |
| Growth | $49 a month | Up to 250 active clients · Up to 5 team seats · 15 GB storage · Everything in Starter · Branded intake form · AI assistant · B2B & B2C modes · Contract templates · $49/ month |
| Pro | $99 a month | Unlimited clients · Up to 10 team seats · 50 GB storage · Everything in Growth · Client portal · Analytics dashboard · Priority support · $99/ month |
The facts
Each one read from ClearClient's own pages, with the date it was checked.
What it does
- Client workflows
- The product includes document review, contract templates and countersigning, and invoice payment links and reminders.checked 4 Oct 2026
- Compliance limit
- ClearClient describes itself as a client document management and record-keeping platform, not a licensed compliance service.checked 4 Oct 2026
- Exports
- The Data Policy says client data can be exported at any time in PDF or CSV formats.checked 4 Oct 2026
- Infrastructure
- ClearClient says it uses cloud infrastructure providers with SOC 2 Type II certification.checked 4 Oct 2026
- Intake
- Clients can use a public link to submit details, upload documents, and complete acknowledgements without creating an account.checked 4 Oct 2026
- Intended users
- The site names event planners, small businesses, marketing agencies, studios, coaches, and notaries as audiences.checked 4 Oct 2026
- Purpose
- ClearClient collects client details and documents, tracks onboarding, and keeps client files organized in one system.checked 4 Oct 2026
- Retention
- After account termination, users have 30 days to export client data before it is permanently deleted.checked 4 Oct 2026
- Security
- The Data Policy says data is stored on US servers and encrypted at rest with AES-256 and in transit with TLS 1.2 or higher.checked 4 Oct 2026
- Support
- The Pro plan includes priority support, and the site lists [email protected] as its contact address.checked 4 Oct 2026
- Tracking
- Teams can track onboarding stages, missing documents, activity history, and next actions.checked 4 Oct 2026
The company
- Company
- The privacy policy identifies the company as ClearClient LLC and gives Florida, United States as its location.checked 4 Oct 2026
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