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Description
Track-IT™ is ATSER's online document management system designed to enable owners, designers, contractors, and other service providers to efficiently store and categorize all project-related information. Upon initiating a new contract within the Construct-IT™ module, Track-IT™ automatically generates a structured file folder hierarchy to facilitate the archiving of documents as they are produced. Administrators, engineers, project managers, and directors have the flexibility to customize the information library, allowing for the creation of additional folders and sub-folders as needed. ATSER® offers tailored customization to meet the specific requirements of their clients. Additionally, the system supports integration to establish business logic and workflow parameters that cater to unique needs. Security is prioritized with web-based technology that includes individual login credentials, which define user roles, responsibilities, viewing permissions, editing capabilities, and access rights. This comprehensive approach ensures that all project documentation is organized, secured, and easily accessible to authorized personnel.
Description
ClearClient serves as an all-in-one client intake and document management solution designed to streamline the process of gathering documents, overseeing onboarding, handling contracts, issuing invoices, and maintaining organized client files within a single, user-friendly workspace. By eliminating the need to search through endless email threads, disorganized folders, and various spreadsheets, ClearClient provides teams with a centralized platform to efficiently manage every aspect of the client journey, from initial intake all the way to the final record. This innovative approach not only saves time but also enhances collaboration among team members.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$19.99/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
ATSER
Founded
1993
Country
United States
Website
www.atser.com/track-it/
Vendor Details
Company Name
ClearClient
Founded
2026
Country
United States
Website
www.clearclient.io
Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
