ClearClient

What ClearClient is

ClearClient brings client details, documents, and onboarding tracking into one system. Clients can use a public link to submit information, upload documents, and complete acknowledgements without creating an account. Teams can track onboarding stages, missing documents, activity history, and next actions, as well as review documents, use contract templates, arrange countersigning, and send invoice payment links and reminders. Client data can be exported in PDF or CSV formats. ClearClient says data is stored on US servers and encrypted at rest with AES-256 and in transit with TLS 1.2 or higher; its cloud infrastructure providers have SOC 2 Type II certification. The company describes the product as a client document management and record-keeping platform, not a licensed compliance service. Plans start at $19/mo with a 7-day trial and no free plan. Starter supports up to 50 active clients, Growth up to 250, and Pro unlimited clients, with different team-seat and storage limits by tier. After account termination, users have 30 days to export client data before it is permanently deleted.

Who it suits

ClearClient names event planners, small businesses, marketing agencies, studios, coaches, and notaries as audiences. It suits teams that need client intake, document handling, and onboarding tracking, rather than a licensed compliance service.

Limits

Starter allows up to 50 active clients, two team seats, and 5 GB storage. Growth allows 250 clients, five seats, and 15 GB; Pro allows unlimited clients, ten seats, and 50 GB. After account termination, data can be exported for 30 days before permanent deletion.

Getting started

1. Open the ClearClient website
2. Start the 7-day trial or choose a paid plan
3. Create a client intake form and share its public link
4. Collect submitted details, documents, and acknowledgements
5. Track onboarding stages, missing documents, activity, and next actions
6. Use document review, contracts, countersigning, and payment links as needed

Verdict

ClearClient combines client intake, document workflows, and onboarding tracking, with client and team limits that vary by plan. It is a record-keeping platform rather than a licensed compliance service, and terminated accounts have 30 days to export their data.