ClientEnforce
ClientEnforce organizes client intake from a signed agreement through to kickoff-ready status using a structured onboarding workflow.
What ClientEnforce is
ClientEnforce organizes client intake from a signed agreement through to kickoff-ready status using a structured onboarding workflow. It is built for agencies, consultants, accountants, and operations-led service teams that onboard clients repeatedly. Clients use a portal link without creating an account or logging in. Teams can require steps before clients progress and schedule automatic reminders for overdue tasks. Intake can include document collection, e-signatures, forms, and questionnaires. The product records onboarding actions with timestamps, and teams can export the audit trail as a PDF evidence pack. Its dashboard shows active onboardings, progress, and outstanding steps across the team. ClientEnforce can work alongside a CRM, email client, or project tool; API workflow integrations are available on Business and Agency Pro plans. It handles intake, not invoicing, proposals, or project management. The web service offers a free plan and a free trial without requiring a credit card. Paid plans include Team at £29 a month, Scale at £89 a month, and Agency Pro at £149 a month.
Good
- Clients can onboard without creating an account.
- Required steps block incomplete progress.
- Audit trails export as PDF evidence packs.
- Dashboard shows team onboarding progress.
- Free trial requires no credit card.
Watch out
- Does not handle invoicing.
- Does not handle proposals.
- Does not handle project management.
Who it suits
ClientEnforce suits service teams that repeat client onboarding and need required steps, reminders, and team-wide progress visibility. It is not intended to replace invoicing, proposals, or project management tools.
Verdict
ClientEnforce focuses on structured intake, from collecting documents and signatures to tracking outstanding onboarding work. Teams needing invoicing, proposals, or project management will need other tools for those tasks.
Plans and prices
From ClientEnforce's own pricing page, checked 5 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Team | £29 a month | up to 5 admin users · up to 10 templates · up to 50 active onboardings |
| Scale | £89 a month | up to 15 admin users · unlimited templates · up to 200 active onboardings |
| Agency Pro | £149 a month | up to 15 admin users · unlimited templates · unlimited active onboardings |
| Solo | — | 1 admin user · 1 onboarding template · up to 5 active onboardings |
The facts
Each one read from ClientEnforce's own pages, with the date it was checked.
What it does
- Audience
- It is built for agencies, consultants, accountants, and operations-led service teams that onboard clients repeatedly.checked 5 Oct 2026
- Audit trail
- The product records onboarding actions with timestamps, and the audit trail can be exported as a PDF evidence pack.checked 5 Oct 2026
- Completion rules
- Required steps block clients from progressing until they are completed.checked 5 Oct 2026
- Intake tools
- The onboarding flow supports document collection, e-signatures, forms, and questionnaires.checked 5 Oct 2026
- Integrations
- ClientEnforce can be used alongside a CRM, email client, or project tool, and its API is available on Business and Agency Pro plans for workflow integrations.checked 5 Oct 2026
- Portal
- Clients access their onboarding through a portal link without creating an account or logging in.checked 5 Oct 2026
- Product scope
- ClientEnforce handles client intake and does not handle invoicing, proposals, or project management.checked 5 Oct 2026
- Purpose
- ClientEnforce manages client intake from signed agreement to kickoff-ready using a structured onboarding workflow.checked 5 Oct 2026
- Reminders
- The system automatically follows up on overdue tasks according to a schedule the team sets.checked 5 Oct 2026
- Support
- The contact page says most sales and support requests receive a response within one business day.checked 5 Oct 2026
The company
- Team visibility
- A dashboard shows active onboardings, completion progress, and outstanding steps across the team.checked 5 Oct 2026
Money
- Trial
- The pricing page offers a free trial without requiring a credit card and states a 30-day money-back guarantee.checked 5 Oct 2026
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