ClearClient vs Intake

ClearClient

Figure	ClearClient	Intake
Price from	$19/mo	$19/mo
Free plan	—	Yes
Free trial	Yes	—
Open source	—	—
Web	Yes	Yes
iOS	—	Yes
Android	—	Yes
API	—	Yes
Plans published	3	7
Spec score · Client Intake Software	8.0 (#13)	8.9 (#2)
Purpose	ClearClient collects client details and documents, tracks onboarding, and keeps client files organized in one system.	Intake collects client forms, signed PDFs, documents, and payments through a single request link.
Retention	After account termination, users have 30 days to export client data before it is permanently deleted.	After account deletion, account data is deleted within 30 days while backup copies may remain for up to 90 days.
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 site says data is encrypted in transit and at rest using 256-bit encryption; its privacy policy also lists TLS/SSL encryption, access controls, authentication, and regular security assessments.
Support	The Pro plan includes priority support, and the site lists [email protected] as its contact address.	Enterprise customers can request dedicated support; the privacy policy directs support requests to Intake by email.

ClearClient has no write-up on Specifiction yet; its figures are above.

Intake has no write-up on Specifiction yet; its figures are above.