Stop chasing documents. Start closing cases.
The modern CRM and secure client portal built to automate your fact-finds, capture verified e-signatures, and securely collect documents, all from one intuitive dashboard.
Skip the mandatory onboarding calls.
Other industry CRMs force you through weeks of mandatory, paid training just to figure out their clunky menus. We built Clear Fact to be so intuitive that you can sign up and send your first Fact-Find in under 5 minutes.
Everything you need to scale your firm.
Replace your fragmented tech stack with a single, unified platform designed specifically for modern UK workflows.
Fact-Finds, Docs & E-Signatures
Build dynamic, drag-and-drop questionnaires. Clients can securely upload requested documents, enter financial data, and provide legally binding e-signatures all in one seamless flow through their secure portal.
The "Whole Story" Timeline
Your entire client relationship mapped out chronologically. Blend automated, tamper-evident audit trails (like document uploads and portal logins) directly with your own manual case notes and call logs.
Lead Capture & SMS Nudges
Embed our Lead Capture form on your agency website to let new clients self-register. Then, use automated SMS text nudges to instantly chase them for missing documents or unread messages.
Internal Task Management
Keep your team perfectly aligned. Use our visual Kanban boards and task assignments to track internal admin work, chase lenders, and know exactly what needs to be done next without cluttering the client record.
Built in, not bolted on
More of what growing advisory firms expect from a modern platform.
Your brand, front and center.
Clear Fact fades into the background so your firm can shine. Don't send your high-net-worth clients to generic software, give them a premium, branded experience from day one.
- Custom subdomain (yourfirm.clearfact.co.uk)
- Upload your firm's custom Logo and Favicon
- Exact match Primary & Secondary brand colours
Firm settings
Firm Branding
Theme & Aesthetics
Primary Color
Headers & buttons
Secondary Color
Icons & links
Typography
Corner Sharpness
Client Email Template
The Modern
Bold header
The Classic
Formal layout
The Minimal
Stripped back
Ready to transform how your firm operates?
Join the modern advisers who are delivering premium client experiences and closing cases faster.
7-Day Free Trial • No Contract • Cancel Anytime