Onboard new clients in hours, not weeks
Forms, documents, eSign, and follow-ups run themselves. A bespoke onboarding system, automated with AI, built to fit how your team already works.
Try for 7 days free
- Live in days, not months
- 95% less manual onboarding work
- We set it up with you
Designed for regulated industries to automate client onboarding
Financial services
Fact finds, payslips, bank statements, and disclosures collected and validated before you review.
Real estate
Buyer, tenant, and property onboarding with IDs, contracts, and signatures in one flow.
Legal services
Client intake, engagement letters, and supporting documents signed and filed without the chase.
Accounting & tax
Engagement letters, prior returns, and source documents arrive as one complete file.
Administration
Applications and requests handled through guided digital forms instead of paperwork.
Recruitment
Candidate onboarding with IDs, work-eligibility documents, and contracts handled up front.
Working in another document-heavy field? CLEARPOLICY’s forms, document collection, and eSign workflows adapt to whatever your process and compliance obligations require.
Clarity for your team. A guided path for your clients.
From first enquiry to signed and complete, CLEARPOLICY guides people through one clear step at a time - a straight path from interest to completion.
One workspace, every deal
Forms, documents, eSign, tasks, and client messages live in one place - not spread across half a dozen tools.
A guided path on any device
A branded, step-by-step flow clients finish in their own time. No confusing forms. No chasing.
Every deal, accounted for
Dashboards show where each deal sits, how long every stage takes, and how the team is performing.
More clients, same headcount
Close deals 3x faster and take on more work without adding admin staff.
Clients onboard themselves while you focus on winning deals. Zero manual input required.
Send a request in seconds
Start onboarding from the dashboard, or simply send a text - SMS, Telegram, or WhatsApp. If your team uses ChatGPT or Claude, type the request straight from the chat app.
Fact find auto-fills
Clients complete beautifully designed custom forms, upload documents, sign disclosures like the credit guide and privacy consent, and connect their bank account. Or they skip forms entirely: upload documents, sign, and the system fetches bank statements and a credit report, validates everything, and prefills the form from the documents. The whole workflow is completely customisable to your preferences.
Request documents
Documents are collected automatically as part of your forms workflow, but you can request documents manually at any time. Simply tell the CLEARPOLICY AI Assistant what to request and it automatically generates a document collection form that gathers documents, signatures, and bank statements. Do it from the dashboard, or just message your AI assistant via SMS and other channels.
AI validates and extracts
The AI Document Assistant validates all information across forms and documents. It checks for completeness, cross-checks every detail, and identifies issues, inconsistencies, and fraud before anything reaches your desk.
Send eSign Envelopes
Send additional documents for signature inside a deal, or send eSign requests without creating a deal at all - just like other major eSign providers. Bundle multiple documents into one envelope and send to multiple parties, with SMS verification and audit trails.
You review the complete package
All data in CRM. All docs validated. All forms signed. Complete file ready for processing or export to your business system.
Automated workflows take care of all the repetitive tasks
Automated reminder sequences chase incomplete forms, missing documents, and unsigned agreements so your team never has to. Build no-code automations that trigger emails, SMS, tasks, and team assignments, manage tasks across every deal, and much more.
Dashboards for your whole business
Create dashboards that give you a precise view of your clients, your business, and every client onboarding: how long deals stay in each stage, how long it takes to onboard a client, your numbers, team performance, and much more. Share them with team members, or with other organisations belonging to your parent organisation, so everyone works from the same picture.
Retire the “next steps” email
Most onboarding still runs on attachments, reminders typed by hand, and data entered twice. CLEARPOLICY replaces the routine with a system.
Tools that go beyond expectations
Beautiful forms
Drag-and-drop form builder with 20+ question types, conditional logic, and ABN lookup.
Document collection
Automatic requests based on customer profile and form answers. Client portal with drag-and-drop uploads.
AI validation
AI checks completeness, reads content, extracts key data. Flags missing info and any warning signs automatically.
eSignature
Send compliance docs for signing. Authority forms, credit guides. SMS verification.
Auto reminders
Email and SMS reminders for incomplete forms, missing documents, unsigned agreements.
Workflow automation
Trigger actions on form submit. Send emails, create tasks, assign team. No-code builder.
Data extraction
AI reads payslips, bank statements, tax returns. Extracts income and expenses into CRM.
Real-time tracking
See client progress live. Know when forms opened, docs uploaded, agreements signed.
Custom branding
Your logo, colors, domain. Branded emails, landing pages, and white-label client portal.
You’re never on your own
CLEARPOLICY comes with real humans who set it up with you, train your team, and stay on after launch.
Implementation
Pre-built forms, templates, and workflows tailored to your process. Typical setup takes 3-7 days, with no setup fee.
Training
Live sessions and walkthroughs so the whole team is confident from day one. Most firms onboard their first client in the first session.
Ongoing support
We don’t disappear after launch. Support, optimisation, and help as your process evolves.
Frequently asked questions
CLEARPOLICY is an AI-powered client onboarding and CRM platform for regulated, document-heavy industries. It automates forms, document collection, eSignatures, compliance disclosures, and client communications so your team can focus on the work instead of chasing paperwork.
Client onboarding software replaces the email-and-attachments routine with one guided flow: clients complete forms, upload documents, and sign agreements in a single branded place, while your team tracks progress in real time and receives a complete, validated file at the end. CLEARPOLICY is client onboarding software built for regulated industries, with AI validation, eSign, and a CRM built in.
CLEARPOLICY is designed for regulated industries: financial services (including mortgage and finance broking, commercial lending, and credit providers), real estate, legal services, accounting and tax, administration, and recruitment. If your work involves collecting client information, documents, and signatures under compliance obligations, CLEARPOLICY's workflows adapt to your process.
CLEARPOLICY automates the entire onboarding process in 6 steps: (1) Your client receives a branded email or SMS with a secure form link. (2) A smart form adapts to their answers with conditional logic and ABN lookup. (3) The right documents are requested automatically based on the type of engagement. (4) AI validates and extracts data from everything uploaded. (5) eSign is triggered for disclosures, agreements, and consent forms. (6) Your team reviews a complete, validated client file - no manual input required.
Whatever your process requires: identification documents (drivers licence, passport), payslips, bank statements, tax returns, financial statements, contracts, engagement letters, authority and consent forms, and any custom document type you define. Requests are tailored to the client's answers, so only relevant documents are requested.
CLEARPOLICY reduces client onboarding from approximately 12 hours of manual work to just 45 minutes of review time per client file. This includes saving roughly 3 hours on data entry, 4 hours chasing documents, 2 hours on document validation, 1.5 hours on printing and scanning forms, and 1.5 hours on manual reminders - a 95% reduction in manual work per client.
Client data is encrypted in transit and at rest on secure cloud infrastructure. Every action is recorded in an immutable, time-stamped, user-attributed audit trail, eSign requests support SMS verification, and consent capture and document access logs are built in.
Most firms are live within 3-7 days. There is no setup fee, the plan ships with pre-built forms, templates, and workflows, and most teams onboard their first client in the first session. A 7-day full-product trial is available with no credit card required.
Make onboarding the easiest part of the deal
Launch a guided, AI-powered onboarding flow your clients can finish in one sitting - and get a complete, validated file back every time.
7-day free trial · No credit card · Setup in 5 min