ClearClient

Spec sheet

Purpose

ClearClient collects client details and documents, tracks onboarding, and keeps client files organized in one system.Read 4 Oct 2026 · clearclient.io

Intended users

The site names event planners, small businesses, marketing agencies, studios, coaches, and notaries as audiences.Read 4 Oct 2026 · clearclient.io

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.Read 4 Oct 2026 · clearclient.io

Support

The Pro plan includes priority support, and the site lists [email protected] as its contact address.Read 4 Oct 2026 · clearclient.io

Company

The privacy policy identifies the company as ClearClient LLC and gives Florida, United States as its location.Read 4 Oct 2026 · clearclient.io

Client workflows

The product includes document review, contract templates and countersigning, and invoice payment links and reminders.Read 4 Oct 2026 · clearclient.io

Compliance limit

ClearClient describes itself as a client document management and record-keeping platform, not a licensed compliance service.Read 4 Oct 2026 · clearclient.io

Exports

The Data Policy says client data can be exported at any time in PDF or CSV formats.Read 4 Oct 2026 · clearclient.io

Infrastructure

ClearClient says it uses cloud infrastructure providers with SOC 2 Type II certification.Read 4 Oct 2026 · clearclient.io

Intake

Clients can use a public link to submit details, upload documents, and complete acknowledgements without creating an account.Read 4 Oct 2026 · clearclient.io

Retention

After account termination, users have 30 days to export client data before it is permanently deleted.Read 4 Oct 2026 · clearclient.io

Tracking

Teams can track onboarding stages, missing documents, activity history, and next actions.Read 4 Oct 2026 · clearclient.io

Plans and prices

Every ClearClient plan and price →

Where Specifiction places it

• Client Intake Software#13 of 278.0