Built by a compliance professional, for professional firms

The client file your firm
should have been keeping all along

ClearClient is a secure client document repository for professional service firms. Consistent intake, encrypted storage, and a complete audit trail — so you can prove you did your job, every time.

Start free trial → See how it works
JRMLTKAP+
app.clearclient.io/dashboard
Clients
Clients
Analytics
Documents
Tools
Doc Expiry
Intake Form
Team
Clients
10
Total clients
7
Active
2
Onboarding
1
On hold
ST
Sarah Thornton
Marketing Agency
Active
80%
JO
James Okafor
Photography
Onboarding
40%
RV
Robert Vasquez
Interior Design
Active
100%
PM
Priya Mehta
Fitness Training
Active
100%
Used by independent professionals in Real Estate Mortgage & Lending Accounting Wealth Management Legal
Features

Everything your client files
have been missing.

Built for service businesses that deal with real people — freelancers, studios, agencies, and independent professionals who need a proper client file system without the enterprise price tag.

🔗
Structured Client Intake
Send a clean intake link to new clients — individuals or businesses. They fill in their details, upload their ID, and sign consent in under 5 minutes. Every submission lands in their secure file automatically.
📁
Document Repository
Every contract, ID, engagement letter, and invoice stored in one place — organised by folder, tagged by status, and searchable across all clients. No more hunting through email or shared drives.
☑️
Onboarding Checklist
A per-client checklist tracks exactly where each client stands — ID collected, contract signed, payment on file, consent given. See at a glance who's complete and who needs a nudge.
📄
One-Click Client Report
Export a complete client file as a professional PDF in seconds — checklist, documents, notes, and full activity history. Ready to hand to a lender, auditor, or partner the moment they ask.
💬
Private Notes
Document your reasoning directly on the client file. Notes are timestamped, attributed to the right team member, and never visible to the client. Your thinking is part of the record.
🏢
Individual & Business Clients
Works equally well for B2C and B2B. The intake form adapts automatically — individuals provide personal details and photo ID, businesses provide registration documents and a primary contact.
⏰
Document Expiry Alerts
ClearClient tracks every ID expiry date and flags documents needing renewal — 90 days out, 30 days out, and on the day. One click re-sends the intake link to the client.
📊
Analytics Dashboard
See your client base at a glance — onboarding completion rates, clients by type and status, documents pending signature, and month-by-month growth. Know exactly where you stand.
👥
Team Access & Roles
Invite your staff with Admin, Member, or Viewer roles. Control who can create clients, upload documents, and export files — the right access for every person on your team.
How it works

Set up in minutes.
Use it for years.

No implementation project. No training manual. Just a structured client file from day one.

01
Set up your workspace
Sign up, choose your industry, and invite your team. Takes under 5 minutes — no training required.
02
Send the intake link
Copy your unique link and send it to a new client via email or text. No login required on their end.
03
Client fills in their details
They complete the form, upload their ID, and sign the consent notice — on any device, in their own time.
04
Review, document, file
You get notified, review the submission, add your notes, and record your decision. The file is complete. The trail is built.
Pricing

Simple pricing.
No surprises.

No setup fees. No per-client charges. No contracts. Cancel anytime. All plans include a 14-day free trial.

Starter
$49
per month
Solo practitioners who want a proper client file system without the overhead.
  • Up to 25 active clients
  • Client intake form
  • Document repository
  • Onboarding checklist
  • PDF export
  • 1 team seat
  • 5 GB storage
Get started
Most Popular
Growth
$99
per month
Growing firms that need team access, branded intake, and more client volume.
  • Up to 100 active clients
  • Everything in Starter
  • Branded intake form
  • Document expiry alerts
  • Activity history
  • Up to 5 team seats
  • 25 GB storage
Get started
Teams
$149
per month
Agencies and studios with multiple staff managing a shared client base.
  • Up to 250 active clients
  • Everything in Growth
  • Up to 10 team seats
  • Client portal (status page)
  • Analytics dashboard
  • B2B & B2C intake modes
  • 50 GB storage
Get started
Pro
$199
per month
Established practices with high client volumes and full control requirements.
  • Unlimited active clients
  • Everything in Teams
  • Unlimited team seats
  • 100 GB storage
  • Priority support
  • API access (coming soon)
  • Custom onboarding fields
Get started
Add-ons

Pay only for what you need

Available on Growth plan and above. Added to your monthly bill, cancel any time.

💾
Extra Storage
$10/mo per 10 GB
Need more space for contracts, ID scans, and documents? Add storage in 10 GB blocks. Unused storage rolls over monthly.
◈
White Label
$29/mo
Remove all ClearClient branding from the client-facing intake form and status portal. Your logo, your colours, your domain.
👤
Extra Team Seats
$9/mo per seat
Need more than your plan includes? Add individual seats as your team grows — no need to upgrade your whole plan.
Testimonials

What professionals say

★★★★★

"We used to collect client IDs over email and store them in a folder on someone's desktop. ClearClient made us look like a real firm overnight."

MR
Marcus Reid
Independent Mortgage Broker, Houston TX
★★★★★

"I send the intake link before the first meeting. By the time we sit down, the file is already built. My clients think I'm incredibly organized. They have no idea it's just one link."

SL
Sandra Liu
CPA, Small Business Accounting, Atlanta GA
★★★★★

"A client's family member disputed a transaction 18 months after the fact. I pulled up the complete file in under a minute — every document, every note, every timestamp. The conversation ended there."

DK
Daniel Kim
Real Estate Attorney, New York NY
Why we built this
7 yrs
in AML & KYC compliance

"Every firm I worked with had a process. Almost none of them could prove it when it mattered."

About

Built by someone who's seen what happens when the file doesn't exist

After years working in Anti-Money Laundering and financial compliance at financial institutions, I spent a lot of time reviewing how small professional firms handled client onboarding. The honest answer: most of them didn't. Not because they were careless — but because no one had built them a practical tool.

The firms that ran into trouble weren't doing anything wrong. They just couldn't prove they weren't. A missing file, an undated scan, a conversation with no written record — that's all it takes for a routine inquiry to become an expensive problem.

ClearClient is the file system I kept wishing these firms had. Not compliance software. Not a regulated service. Just a clean, structured record of every client — built the way an auditor would want to see it.

7 yrs AML / Compliance Document Management Audit Readiness Professional Services
FAQ

Questions we get asked a lot

Is ClearClient a compliance or regulatory tool? +
No. ClearClient is a client document management and record-keeping platform — not a licensed compliance service. It does not make regulatory determinations, replace legal advice, or constitute a formal AML/KYC programme. It helps you collect information consistently, store it securely, and document your decisions clearly. What you do with that information is always your professional responsibility.
How is client data stored and protected? +
All data is encrypted at rest and in transit. Client documents are stored in secure cloud storage with access controls. We never sell or share client data with third parties.
Can I brand the intake form with my firm's logo? +
Yes — on the Growth plan and above, you can add your own logo and brand colors to the client-facing intake form. Your clients will see your firm's branding, not ClearClient's.
What types of firms use ClearClient? +
ClearClient is built for US-based small businesses in real estate, mortgage & lending, accounting, legal, insurance, wealth management, auto dealerships, and other client-facing industries that need to know who they're working with.
Does it work for business clients as well as individuals? +
Yes. The intake form has two modes — Individual and Business. Individual mode collects personal details and photo ID. Business mode collects company name, registration documents, tax ID, and a primary contact person. You choose which mode to use when adding a new client, or let the client self-select when they open the intake link.
Do my clients need to create an account or download anything? +
No account, no download, no friction. You send a link — your client opens it in their browser, fills in their details, uploads their ID, and signs the consent notice. Works on any device. Most clients complete it in under 5 minutes.
What happens to my data if I cancel? +
Your data is yours. If you cancel, you have 30 days to export all client files and documents as PDFs before they are permanently deleted from our servers. We will never hold your data hostage or charge you to access it.
Early Access

Pull up any client file in 30 seconds.

Join the waitlist and get your first month at 50% off. One email when you're in — nothing else.

🔒 No credit card required · 14-day free trial · Your data is always exportable