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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Onehub’s virtual data rooms allow your business to send proprietary information to clients while keeping collaborators anonymous.
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Assembly Neos
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Key Features & Benefits
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FileInvite
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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.
2. The drastically simplified client experience. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email.
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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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