ClearClient
6.1#24 in client intake softwareFrom $19 a monthWeb
VisitClearClient vs Intake
What both publish
| Fact | ClearClient | Intake |
|---|---|---|
| Purpose | ClearClient collects client details and documents, tracks onboarding, and keeps client files organized in one system. | Intake collects client forms, signed PDFs, documents, and payments through a single request link. |
| Retention | After account termination, users have 30 days to export client data before it is permanently deleted. | After account deletion, account data is deleted within 30 days while backup copies may remain for up to 90 days. |
| 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. | The site says data is encrypted in transit and at rest using 256-bit encryption; its privacy policy also lists TLS/SSL encryption, access controls, authentication, and regular security assessments. |
ClearClient plans
- Starter$19 a month
- Growth$49 a month
- Pro$99 a month
Intake plans
- FreeFree
- Professional$19 a month
- Team$49 a month
- EnterprisePriced on request
Pick ClearClient if…
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.
Pick Intake if…
It is intended for businesses collecting client information, including tax and accounting, mortgage and lending, real estate, immigration, and bookkeeping workflows. It suits teams that want clients to submit forms and documents through a link without creating an account.