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SPECIFICTION
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ClientEnforce

clientenforce.com

From £29/mo Free trial Web
Visit clientenforce.com
Spec score 8.0 #4 of 17 in Client Onboarding Software

What it is

ClientEnforce is a web-based tool for managing client intake from signed agreement through kickoff readiness. It is aimed at agencies, consultants, accountants, and operations-led service teams that repeat onboarding. Clients use a portal link without creating an account, and required steps prevent them from moving forward until complete. Teams can schedule automatic reminders for overdue tasks. Intake flows support document collection, e-signatures, forms, and questionnaires. The system timestamps onboarding actions and can export the audit trail as a PDF evidence pack. A dashboard shows active onboardings, completion progress, and outstanding steps across the team. It can sit alongside a CRM, email client, or project tool; API workflow integrations are available on Business and Agency Pro plans. ClientEnforce does not cover invoicing, proposals, or project management. A free plan and a free trial without a credit card are offered. Team costs £29 a month, Scale costs £89 a month, and Agency Pro costs £149 a month.

Spec sheet

Purpose
ClientEnforce manages client intake from signed agreement to kickoff-ready using a structured onboarding workflow.Read 5 Oct 2026 · clientenforce.com
Audience
It is built for agencies, consultants, accountants, and operations-led service teams that onboard clients repeatedly.Read 5 Oct 2026 · clientenforce.com
Trial
The pricing page offers a free trial without requiring a credit card and states a 30-day money-back guarantee.Read 5 Oct 2026 · clientenforce.com
Integrations
ClientEnforce can be used alongside a CRM, email client, or project tool, and its API is available on Business and Agency Pro plans for workflow integrations.Read 5 Oct 2026 · clientenforce.com
Support
The contact page says most sales and support requests receive a response within one business day.Read 5 Oct 2026 · clientenforce.com
Audit trail
The product records onboarding actions with timestamps, and the audit trail can be exported as a PDF evidence pack.Read 5 Oct 2026 · clientenforce.com
Completion rules
Required steps block clients from progressing until they are completed.Read 5 Oct 2026 · clientenforce.com
Intake tools
The onboarding flow supports document collection, e-signatures, forms, and questionnaires.Read 5 Oct 2026 · clientenforce.com
Portal
Clients access their onboarding through a portal link without creating an account or logging in.Read 5 Oct 2026 · clientenforce.com
Product scope
ClientEnforce handles client intake and does not handle invoicing, proposals, or project management.Read 5 Oct 2026 · clientenforce.com
Reminders
The system automatically follows up on overdue tasks according to a schedule the team sets.Read 5 Oct 2026 · clientenforce.com
Team visibility
A dashboard shows active onboardings, completion progress, and outstanding steps across the team.Read 5 Oct 2026 · clientenforce.com

Plans and prices

Team £29 a month up to 5 admin users · up to 10 templates · up to 50 active onboardings Read 5 Oct 2026 · clientenforce.com
Scale £89 a month up to 15 admin users · unlimited templates · up to 200 active onboardings Read 5 Oct 2026 · clientenforce.com
Agency Pro £149 a month up to 15 admin users · unlimited templates · unlimited active onboardings Read 5 Oct 2026 · clientenforce.com
Solo Price not published 1 admin user · 1 onboarding template · up to 5 active onboardings Read 5 Oct 2026 · clientenforce.com

Every ClientEnforce plan and price →

Strong points and limits

Strong points

  • Client portal requires no account or login
  • Required steps block incomplete onboarding
  • Timestamped audit trail exports as PDF
  • Free plan and no-card free trial

Limits

  • Does not handle invoicing or proposals
  • Does not handle project management
  • API integrations are limited to specified plans

Who it suits

It suits service teams that repeatedly collect client information and prepare engagements for kickoff. It is especially relevant to agencies, consultants, accountants, and operations-led teams.

Verdict

ClientEnforce focuses on intake workflows, completion tracking, and evidence rather than the broader client engagement. Its published paid tiers specify monthly prices and different onboarding limits.

Where Specifiction places it

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