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.

Pricing

Starting Price:
$19.99/month
Free Trial:
Free Trial available.

Integrations

No integrations listed.

Ratings/Reviews

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Company Information

ClearClient
Founded: 2026
United States
www.clearclient.io

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
Support
Online

ClearClient Frequently Asked Questions

Q: What kinds of users and organization types does ClearClient work with?
Q: What languages does ClearClient support in their product?
Q: What kind of support options does ClearClient offer?
Q: Does ClearClient offer a free trial?
Q: How much does ClearClient cost?

ClearClient Product Features

Document Management

Electronic Signature
Email Management
Print Management
Access Controls
Version Control
Document Conversion
Archiving & Retention
Document Delivery
Full Text Search
Document Indexing
Document Assembly
Forms Management
File Type Conversion
Offline Access
Collaboration Tools
Document Archiving
File Recovery
Document Retention
Optical Character Recognition
Compliance Tracking
Document Capture