ClearClient vs ClientLoop
ClearClient
clearclient.io
ClientLoop
clientloop.digitalSide by side
| Figure | ClearClient | ClientLoop |
|---|---|---|
| Price from | $19/mo | £35/mo |
| Free plan | — | Yes |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| API | — | Yes |
| Plans published | 3 | 5 |
| Spec score · Client Intake Software | 8.0 (#13) | 8.3 (#9) |
| Company | The privacy policy identifies the company as ClearClient LLC and gives Florida, United States as its location. | ClientLoop is a trading name of Pleesys Technology Limited, registered in England and Wales as company 17350856; its About page describes the team as founder-led and based in York. |
| Intended users | The site names event planners, small businesses, marketing agencies, studios, coaches, and notaries as audiences. | The product is positioned for client-heavy service work, including accountants, bookkeepers, agencies, law firms, mortgage brokers, financial advisers, recruiters and consultants. |
| 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. | The maker says uploads are virus-scanned before storage, storage is encrypted, files are stored in the UK, and GDPR erasure, activity logs and role-based access are provided. |
| Support | The Pro plan includes priority support, and the site lists [email protected] as its contact address. | Priority support is listed as part of the Scale plan. |
Plans
ClientLoop
- FreeFree
- Essentials£35 a month
- Pro£69 a month
- Scale£149 a month
- EnterprisePriced on request
In their own words
ClearClient
ClearClient has no write-up on Specifiction yet; its figures are above.
ClientLoop
ClientLoop is a branded client portal for collecting documents, forms, and information, with automatic follow-ups and a team dashboard. Clients use a magic link to submit files and complete forms without an account or app installation. Teams can prepare reusable document sets, create forms with tables, file fields, and signatures, and schedule reminders. They can preview submissions, request changes, approve or reject them, and message clients about a specific request. Built-in integrations include Calendly, Asana, and Slack; other connections are available through Zapier, n8n, Make, REST API, and webhooks. The REST API supports creating requests and checking submission statuses and approvals; API and webhooks are included from Pro. ClientLoop says uploads are virus-scanned, storage is encrypted, and files are stored in the UK. Its free plan is limited to 5 clients and 1 team member, with 1 GB storage and 100 uploads per month. Paid monthly plans start at £35 a month, excluding VAT, and list storage and upload caps.