Audience
Small business owners or sole proprietors
About ClearClient
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.
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FileInvite
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Why do our customers choose FileInvite?
1. A noticeable decrease in document return times. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system.
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3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra.
Delight your clients with the FileInvite experience. Send your first Invite in just five minutes when you sign up for a free account.
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Bank-level encryption of your data as well as our granular, role-based permission structure means you can control who has access to your content and share critical business files with confidence.
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Customize your Onehub Workspace to give content sharing a more professional, polished look and create your own Client Portal.
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Litify
Litify is the end-to-end legal operating platform designed to break down silos both within your legal team and between you and your clients. Our industry-leading platform includes customizable matter plans and intake questionnaires, a full suite of timekeeping and billing products, and native document management — all configurable in a user-friendly, no-code environment. Our platform is built on Salesforce, one of the most secure solutions in the world. Litify's solution includes:
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Reports & Dashboards: Easily understand what’s happening in your business with user-friendly, configurable dashboards built in.
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Pricing
Starting Price:
$19.99/month
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
ClearClient
Founded: 2026
United States
www.clearclient.io
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Product Details
Platforms Supported
Cloud
Support
Online
