Client intake software your business should have been using all along.
Collect documents, track onboarding, and keep every client file organized in one secure system — from first contact to the final export.
Watch a file complete itself.
One link out. Four documents back. This is the whole loop — on autopilot.
Everything the workflow needs.
Nothing it doesn't.
One record.
ClearClient keeps intake, uploaded documents, onboarding progress, and file history in one place — from first contact to the final export.
One link.
Send one polished link. Clients submit details, upload documents, and complete acknowledgements — without a patchwork of forms and follow-up emails.
moving.
Track onboarding stages, flag missing documents, review activity history — and keep the next step visible for your whole team without chasing anyone.
Stay secure.
Designed to feel trustworthy when clients send IDs, contracts, and sensitive documents. Encrypted storage, US-based infrastructure, exportable records.
From blank page to signed docs, in four steps.
One operational path, visible from the first request to the finished client record.
Share one branded link and let the client start on any device. The right request goes out the first time, so the workflow begins cleaner.
See the workspace change with the job.
The same system adapts as the work moves from intake to document review, contracts, and invoices.
Clients finish the opening step in one sitting instead of bouncing between forms, folders, and follow-up emails.
Focused pricing. Clear every month.
Every plan includes a 7-day free trial. No per-envelope fees. Cancel anytime.
- Up to 50 active clients
- Up to 2 team seats
- 5 GB storage
- Client intake form
- Document repository
- Onboarding checklist
- PDF export
- 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
- Unlimited clients
- Up to 10 team seats
- 50 GB storage
- Everything in Growth
- Client portal
- Analytics dashboard
- Priority support
Expand your plan without jumping tiers
Keep your base plan and add capacity, branding, or setup help only when you need it. Recurring add-ons are billed monthly, and setup work is quoted as a one-time service.
Add seats one at a time as your team grows, so you only pay for the extra access you actually need.
Add storage in 10 GB blocks for IDs, contracts, onboarding files, and client records as your document volume grows.
Add a more polished branded client experience with your logo, colors, and workflow presented front and center.
Add a simple, polished website or intake-ready landing page so your front-end and ClearClient workflow feel connected from day one.
Questions, answered.
Is ClearClient a compliance or regulatory tool?+
How is client data stored and protected?+
Can I brand the intake form?+
Does it work for business clients as well as individuals?+
Do my clients need to create an account?+
What happens to my data if I cancel?+
Make client intake feel more professional.
Pull up any client file in 30 seconds. Set up in minutes, keep documents organized, and give your team a cleaner onboarding workflow.