ClearClient

6.7easy start · #10 of 27
in Client Intake Software

Free to practise onnot on record
Free trialyes
Well documentedyes
Runs where you worknot on record

Runs on Web. Paid plans from $19/mo.

ClearClient is ranked #10 of 27 in client intake software on The Geeks Club. It runs on Web. There is no free plan. A free trial is offered. Paid plans start at $19/mo.

ClearClient plans and pricing

All plans

Starter $19/mo $19/ month Up to 50 active clients · Up to 2 team seats · 5 GB storage · Client intake form · Document repository · Onboarding checklist · PDF export clearclient.io · 4 Oct 2026

Growth $49/mo $49/ month Up to 250 active clients · Up to 5 team seats · 15 GB storage · Everything in Starter · Branded intake form · AI assistant · B2B & B2C modes · Contract templates clearclient.io · 4 Oct 2026

Pro $99/mo $99/ month Unlimited clients · Up to 10 team seats · 50 GB storage · Everything in Growth · Client portal · Analytics dashboard · Priority support clearclient.io · 4 Oct 2026

Compared on client intake software

Free plan: No
Paid from: $19/mo
Client portal: Yes
E-signatures: Yes
Document uploads: Yes
Workflow automation: template
Payment collection: Yes
Custom branding: Yes

Best ClearClient alternatives

See all 12

Onvoy 0 of 4 in the starter kit Lesson 17.7 PlatoForms 0 of 4 in the starter kit Lesson 27.7 Portico 0 of 4 in the starter kit Lesson 37.7 Intake 0 of 4 in the starter kit Lesson 47.3 ClientLoop 0 of 4 in the starter kit Lesson 57.2 FormsHQ 0 of 4 in the starter kit Lesson 67.1

The record

Purpose: ClearClient collects client details and documents, tracks onboarding, and keeps client files organized in one system.
Intake: Clients can use a public link to submit details, upload documents, and complete acknowledgements without creating an account.
Client workflows: The product includes document review, contract templates and countersigning, and invoice payment links and reminders.
Tracking: Teams can track onboarding stages, missing documents, activity history, and next actions.
Exports: The Data Policy says client data can be exported at any time in PDF or CSV formats.
Security: The Data Policy says data is stored on US servers and encrypted at rest with AES-256 and in transit with TLS 1.2 or higher.
Infrastructure: ClearClient says it uses cloud infrastructure providers with SOC 2 Type II certification.
Compliance limit: ClearClient describes itself as a client document management and record-keeping platform, not a licensed compliance service.
Retention: After account termination, users have 30 days to export client data before it is permanently deleted.
Support: The Pro plan includes priority support, and the site lists [email protected] as its contact address.
Intended users: The site names event planners, small businesses, marketing agencies, studios, coaches, and notaries as audiences.
Company: The privacy policy identifies the company as ClearClient LLC and gives Florida, United States as its location.
Price from: $19/mo

Where it ranks on The Geeks Club

Best Client Intake Software in 2026#10 of 27

Is ClearClient yours?

Claim it for free: prove the domain, then correct facts, plans and screenshots. An editor reviews every change.

Claim it free Promote ClearClient

Sources

clearclient.io· checked 4 Oct 2026
clearclient.io/data-policy.html· checked 4 Oct 2026
clearclient.io/privacy.html· checked 4 Oct 2026