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About

Transform your law practice with software and tools built by legal professionals. Finally, a mobile app that integrates directly with your case management software. Automate discovery, intake and lead generation. 24/7 client intake powered by intelligent forms with criteria-based question sets for each plaintiff. Manage and monitor the case from a single central hub. All information on CP Direct is fed directly into the case management system. Cut the clutter and keep everyone on schedule with calendar, expenses, and plaintiff info directly in the app. Automate intake forms for all clients with common templates, collecting initial data for each case without ever picking up the phone or writing an email. Manage all documents and deadlines from a single central hub, using customizable workflows and reminders to automate your internal processes.

About

ClearClient is a client intake and document management platform that helps businesses collect documents, track onboarding, manage contracts, send invoices, and keep every client file organized in one polished workspace. Instead of chasing files through email threads, folders, forms, and spreadsheets, ClearClient gives teams one place to manage the full client workflow from first intake to final record.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Legal professionals and lawyers in need of a legal research platform and knowledge center for their cases, checklists and forms

Audience

Small business owners or sole proprietors

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$5/case/month
Free Version
Free Trial

Pricing

$19.99/month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CasePacer
United States
casepacer.com

Company Information

ClearClient
Founded: 2026
United States
www.clearclient.io

Alternatives

Alternatives

CorpIntake

CorpIntake

PaayaTech Inc.
FLIP

FLIP

BlumbergExcelsior
Assembly Neos

Assembly Neos

Assembly Software

Categories

Categories

Legal Case Management Features

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Integrations

Lead Docket

Integrations

Lead Docket
Claim CasePacer and update features and information
Claim CasePacer and update features and information
Claim ClearClient and update features and information
Claim ClearClient and update features and information