Everything you need.
Nothing you don't.
Cancel your separate DocuSign, secure email, and clunky legacy CRM subscriptions. Clear Fact combines everything a modern UK adviser needs into one incredibly fast platform.
Zero-Bounce Client Onboarding
Don't lose momentum asking clients to juggle PDFs and external signature links. Our portal guides them step-by-step through data collection and terms agreements in one seamless flow.
- Digital Fact-Finds: Build custom, dynamic questionnaires that clients can complete on their phone.
- Legally Binding E-Signatures: Capture verified signatures directly on your Fact-Finds and Terms of Business.
- Secure Document Vault: Clients upload AES-256 encrypted ID and payslips directly to your CRM.
- Service Bundles: Package document checklists and fact-finds per journey (purchase, remortgage, protection) and auto-apply when a case is created.
Residential Purchase · #1042
James Sullivan
E-Sign request
SendRequested Documents
Terms of Business
E-Signature
Passport (photo page)
ID #2184
Payslip (March 2026)
Uploaded
Case History
James Sullivan · Residential Purchase
Applicant · 2 Jun, 09:14
Terms of Business signed
E-signature completed in portal.
Adviser note · 1 Jun, 16:42
Called client re: March payslip
Will upload by end of week. Chase if not received Friday.
Applicant · 31 May, 11:03
Passport uploaded
Awaiting adviser review.
The "Whole Story" Timeline
Stop digging through disjointed CRM notes and email threads. Our unified timeline gives you a complete, FCA-compliant picture of every client relationship on a single screen.
- Immutable Audit Logs: File uploads, portal logins, and status changes are recorded automatically.
- Manual Case Notes: Drop a quick note after a phone call so your team stays aligned.
- Smart Filters: Filter a sprawling history down to just Applicant actions or Adviser notes in one click.
- Case Inbox: Firm-wide view with filters for unread client messages and items awaiting your review.
- Case Archive Export: Download an approved case as a compliance ZIP with documents and fact-find PDFs.
Capture leads and automate the chase.
Clients ignore emails, but they read texts. Combine our organic lead capture forms with automated SMS nudges to put your data collection on autopilot.
- Organic Lead Capture: Embed a secure form on your website so clients can self-register instantly.
- Automated SMS Nudges: Trigger customizable texts when signatures are missing or documents are overdue.
- Persistent Live Chat: Chat securely with clients directly inside their portal, keeping compliance high.
Acme Mortgages
yourfirm.clearfact.co.uk
Secure Messages
Malcolm Reynolds · Adviser
Malcolm Reynolds · 10:24
James Sullivan · 10:31
SMS nudge sent
Acme Mortgages: You have outstanding documents on your portal. Log in at yourfirm.clearfact.co.uk
Acme Mortgages
yourfirm.clearfact.co.uk
Welcome, James
Upload documents and track your active cases securely.
Your Active Cases
Residential Purchase
3 of 5 documents complete
Protection Review
All items complete
Custom Subdomains
Your firm gets its own branded URL. Your clients see your brand, not ours, from the first invite link to every portal login.
- Branded portal URL: Claim yourfirm.clearfact.co.uk during setup.
- Logo, colours & welcome copy: Match the portal to your firm's visual identity.
- Consistent client experience: Every SMS and email link points back to your branded portal.
GDPR Toolkit
Built-in tools for DSAR handling, client data erasure requests, and encrypted PII storage at rest. Stay compliant without thinking about it.
- DSAR exports: Generate a structured data export for any client in a few clicks.
- Right to erasure: Process client deletion requests with an auditable workflow.
- Encrypted PII at rest: Sensitive client data is encrypted in the database, not stored in plain text.
- Firm privacy notices: Publish versioned portal privacy copy; clients re-accept when you update it.
- Data retention policies: Configure how long closed cases and support tickets are kept before automated purge.
Elena Patel
Applicant profile · GDPR tools
DSAR export
Case data, documents & fact-find JSON
Right to erasure
Requested 28 May 2026
PII encrypted at rest. Activity logged for audit.
Internal Kanban & Task Triage
Never let a case fall through the cracks again. Use visual Kanban pipelines to track internal admin work, chase lenders, and triage stalled applicants across your entire team.
Task List
Manage tasks across your firm
Urgent
2Chase lender for DIP decision
Due: Jun 6
James SullivanRe-request bank statements
Vander MossHigh
1Portal invite follow-up
Invite sent 5 days ago
Medium
2Prep partner meeting notes
Due: Jun 8
Order valuation report
Low
1Update firm letterhead template
On the roadmap
Coming soon
We're building the integrations IFA firms have been asking for. These will ship as part of the Integrations Pack once our third-party partners are fully enabled.
Intelliflo Integration
Sync clients, cases, and documents directly with Intelliflo. No more double-entry for IFA firms.
Open Banking (TrueLayer)
Pull bank statements and income data directly from your client's bank accounts with their consent. No more chasing PDFs.
AML / KYC Checks
Run identity and AML checks from the applicant profile. Results and reports attach to the case automatically, billed via prepaid credits on the Integrations Pack.
Webhooks
Connect ClearFact to any third-party tool in your workflow. Automate actions across your entire tech stack.
Experience the platform yourself.
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