Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$19.99/month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
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
No
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No
Product Features
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No