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On the recordRead 4 Oct 202612 facts
ClearClient
Plans and prices
Starter
$19a month
Up to 50 active clients · Up to 2 team seats · 5 GB storage · Client intake form
Read 4 Oct 2026 · clearclient.io
Growth
$49a month
Up to 250 active clients · Up to 5 team seats · 15 GB storage · Everything in Starter
Read 4 Oct 2026 · clearclient.io
Pro
$99a month
Unlimited clients · Up to 10 team seats · 50 GB storage · Everything in Growth
Read 4 Oct 2026 · clearclient.io
On the record
- Client workflows
- The product includes document review, contract templates and countersigning, and invoice payment links and reminders.clearclient.io · read 4 Oct 2026
- Company
- The privacy policy identifies the company as ClearClient LLC and gives Florida, United States as its location.clearclient.io · read 4 Oct 2026
- Compliance limit
- ClearClient describes itself as a client document management and record-keeping platform, not a licensed compliance service.clearclient.io · read 4 Oct 2026
- Exports
- The Data Policy says client data can be exported at any time in PDF or CSV formats.clearclient.io · read 4 Oct 2026
- Infrastructure
- ClearClient says it uses cloud infrastructure providers with SOC 2 Type II certification.clearclient.io · read 4 Oct 2026
- Intake
- Clients can use a public link to submit details, upload documents, and complete acknowledgements without creating an account.clearclient.io · read 4 Oct 2026
- Intended users
- The site names event planners, small businesses, marketing agencies, studios, coaches, and notaries as audiences.clearclient.io · read 4 Oct 2026
- Purpose
- ClearClient collects client details and documents, tracks onboarding, and keeps client files organized in one system.clearclient.io · read 4 Oct 2026
- Retention
- After account termination, users have 30 days to export client data before it is permanently deleted.clearclient.io · read 4 Oct 2026
- 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.clearclient.io · read 4 Oct 2026
- Support
- The Pro plan includes priority support, and the site lists [email protected] as its contact address.clearclient.io · read 4 Oct 2026
- Tracking
- Teams can track onboarding stages, missing documents, activity history, and next actions.clearclient.io · read 4 Oct 2026
