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No. 19 of 27 ·Client Intake Software

ClearClient

Web

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Freedom report

One barScore 4.8

  • Free tierNo free tier on record
  • Open codeNo open-source code on record
  • Runs widely1 of 6 device platforms
  • DocumentedPlans, terms and facts published

ClearClient is ranked #19 of 27 in client intake software on Freedom251. It runs on Web. There is no free plan.

Compared on client intake software

Free plan
No
Paid from
$19/mo
Client portal
Yes
E-signatures
Yes
Document uploads
Yes
Workflow automation
template
Payment collection
Yes
Custom branding
Yes

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