Discovery takes three sessions instead of one
Your client shows up to the discovery call unprepared because intake wasn't enforced before it. You spend the session gathering basics instead of delivering insight.
For US Consultants & Consulting Firms
The consultant client portal that gets everything you need before day one.
ClientEnforce is a consultant client portal — no login required for clients — that collects documents, answers, and signatures upfront so you can hit the ground running from the first call.
No credit card required · 30-day money-back guarantee · Cancel anytime
No credit card requiredLive in 20 minutes30-day money-back guaranteeAutomated follow-ups included
Sound familiar?
If you run a consultants business in the US, at least one of these hits home.
You're chasing a signed contract two weeks after sending it
No automated follow-up means it sits in their inbox until you ping them again. Every day it's unsigned is a day the engagement hasn't started.
Engagement scope shifts because intake was incomplete
Missing information at kickoff becomes scope creep and rework a month in. The client thinks it's new work. You know it was always part of the deal.
Your onboarding lives in your inbox
No single place to see what's been submitted versus what's still outstanding. You find out something's missing when it blocks actual work.
How it works
Consultants use ClientEnforce to structure every new engagement intake — so nothing critical is missing when the real work begins.
Build your template once
Define every document, question, signature, and required step for your service type. Takes under 20 minutes. Reuse it for every client after that.
Send one link when a client signs
Clients see exactly what they need to do, in order. No login required. No confusion about where to send things.
Track completion — stop chasing
Automated reminders handle overdue tasks. Your dashboard shows what's done, what's pending, and what's overdue — across every active onboarding.
Everything consultants teams need
Onboarding templates
Build once, reuse for every client
Required step enforcement
Clients can't skip mandatory items
Automated email reminders
No manual follow-up — ever
Real-time progress dashboard
See every onboarding at a glance
E-signature collection
Agreements signed inside the portal
Document upload
Secure, structured file collection
Audit trail with timestamps
Defensible record of every step
Team roles (RBAC)
Right access for every team member
No login required for clients
Clients complete intake from a link
Simple, transparent pricing
Start free. Upgrade as your onboarding volume grows. No long contracts.
Solo
$0/month
Test your onboarding flow and get your first client live.
- 1 admin user
- 1 onboarding template
- Client portal link per onboarding
- Document uploads + e-signatures
- Up to 5 active onboardings
Most popular
Team
$37/month
For small US teams running client onboarding at pace.
- Up to 5 admin users
- Up to 10 templates
- Automated reminders (email)
- Audit timeline + evidence export
- Up to 50 active onboardings
Best value
Scale
$99/month
For teams onboarding at volume who need stronger controls.
- Up to 15 admin users
- Unlimited templates
- Everything in Team
- Advanced reporting
- Up to 200 active onboardings
Best for agencies
Agency Pro
$149/month
White-label portals + unlimited onboardings for agencies that sell the experience.
- Everything in Scale
- White-label client portals (your brand)
- Custom domain for portals
- Unlimited active onboardings
- Dedicated onboarding support
No credit card required · 30-day money-back guarantee · Cancel anytime
Free Download
The Consultant's Client Intake Checklist
The exact steps top US businesses use to onboard clients without chasing.
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Frequently asked questions
No. ClientEnforce is entirely web-based. You log in, build your template, and send the link — nothing to download or install for you or your client.
Yes. Engagement letters and agreements can be signed inside the portal — no separate DocuSign account needed for standard consulting agreements.
ClientEnforce sends automated reminders on the schedule you set. You can also see exactly which step they're stuck on in the dashboard — and follow up with context.
Yes. You can start on the free Solo plan and upgrade as your client volume grows. No credit card required to get started.
Start your next engagement the right way
Build your consultant intake template in under 20 minutes. No credit card required. 30-day money-back guarantee.