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Average Ratings 0 Ratings
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.
Description
Filently is an innovative tool that utilizes artificial intelligence to streamline the process of organizing documents in cloud storage, removing the hassle of manual filing. Rather than spending time on renaming files and relocating them to appropriate folders, Filently automatically identifies the types of documents—such as invoices, contracts, receipts, and reports—assigns standardized file names, and sorts them into the right folders without any intervention. Featuring advanced document recognition, intelligent folder categorization, and a learning algorithm that evolves with user behavior, Filently ensures that your Google Drive remains tidy and well-organized. Additionally, support for Dropbox and OneDrive is on the horizon, promising even more flexibility for users. This comprehensive approach to document management makes Filently an essential tool for anyone looking to optimize their digital workspace.
API Access
Has API
API Access
Has API
Screenshots View All
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Screenshots View All
No images available
Integrations
Google Drive
Pricing Details
$19.99/month
Free Trial
Free Version
Pricing Details
$6/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
ClearClient
Founded
2026
Country
United States
Website
www.clearclient.io
Vendor Details
Company Name
Filently GmbH
Founded
2025
Country
Switzerland
Website
filently.com
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