ClearClient
ClearClient: A focused client onboarding workspace with useful workflows, but web-only access. Ranked #13 of 27 in Client Intake Software by our editors (8.0/10); pricing: 7-day trial; best for solo users wanting straightforward client onboarding.
At a glance
- Editor score8.0 / 10
- Pricing7-day trial
- Best forSolo users wanting straightforward client onboarding
- Free planNo
- Paid from$19/mo
- Client portalYes
- Facts checked20 Sep 2026
Where it wins
- Public intake links let clients submit information without creating accounts
- Contracts, payments, documents, and checklists cover core onboarding steps
- Client records can be exported as PDFs for organized record keeping
Where it doesn't
- Access is limited to the web platform
- There is no permanent free plan
- Client portal access is reserved for the Pro plan
Our verdict on ClearClient
ClearClient is client intake and document-management software for service businesses, solo operators, and growing firms. It brings public intake links, client detail and consent collection, document uploads, onboarding checklists, contract workflows, payment tracking, client records, and PDF exports into one workspace. Clients can provide information without creating an account, while teams can track missing items, review activity, manage signatures, and organize files through completion. Its feature set suits professionals who want a straightforward path from initial intake to completed onboarding.
The published monthly plans are structured around increasing workflow depth. Starter costs $19 per month and includes a client intake form, document repository, onboarding checklist, and PDF export. Growth costs $49 per month and adds a branded intake form, AI assistant, B2B and B2C modes, and contract templates. Pro costs $99 per month and adds a client portal, analytics dashboard, and priority support. ClearClient also offers a 7-day free trial, while the product remains paid rather than offering a permanent free plan. Hosted payment links and invoice reminders, contract countersigning, and template-based workflow automation support more complete client journeys.
ClearClient’s strongest fit is a solo professional or small service business that needs intake, files, consent, contracts, payments, and status tracking in one web-based product. The public links reduce friction for clients, and the portal, analytics, and priority support make Pro more suitable for firms that need a more managed experience. Buyers seeking mobile access or a broader integration ecosystem should compare alternatives. Those needs matter more than the built-in AI assistant or branding options when the surrounding toolset is central to daily operations.
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ClearClient pricing
All 3 ClearClient plans and prices →
ClearClient fact sheet
| 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 |
| Free trial | 7 days |
| Deployment | Cloud |
| Platforms | Web |
| Support | |
| Built for | Solo, Small business, Mid-market (editorial estimate) |
| Pricing | 7-day trial (source) |
| Website | clearclient.io |
| Facts checked | 20 Sep 2026 |
Alternatives to ClearClient
- PorticoA broad client intake workflow with a free plan and paid automation tiers.9.4
- IntakeA low-cost intake platform with AI classification, payments, signatures, and automation access.9.2
- LaunchBayA paid web platform for turning client intake into structured project workflows.9.0
See all ClearClient alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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