One paid plan
The checklist is free forever, with no account and no card, because the customer is at the door whether or not you signed up to anything. Clientvo Pro is what happens after the worksheet: the customer files themselves, each one with its risk rating, the identity and ownership evidence held against it, the person who approved it and the date it is next due a review, kept where you can produce them.
Free
$0 Free to use. No account, no card, no trial clock.
- The checklist comes out as a document you can hand over
- Print a customer file for the folder somebody still keeps
- Say it once and the same reminder goes out every time
Clientvo Pro
$29 a month per month, whole team
- Everything in the free plan
- Open a customer file and it stays open, with the date you opened it
- Every customer in one list you can sort by rating and by what is due
- What changed on a file, when, and who changed it
- Your approver signs off in the same place, under their own name
- Take the whole book out as a file whenever you want it
- Keep the file on your own disk as well as ours
- No Clientvo mark on a document that leaves your building
- Come back to a half-finished file instead of starting it again
- Your company name and registration number on every printed file
- The whole book at once, for the request that asks for all of it
- The review reminder goes to whoever owns that customer
Clientvo Pro is $29 a month. It renews on the same day each month at the same price until you cancel, and the price and the renewal date are shown on the checkout page before you pay. We will email you before any price change and you can cancel before it takes effect. Cancel from the account page in your workspace at any time. It takes one click, no email and no phone call, and it stops the next payment. Your files stay readable and exportable to the end of the period you have already paid for.
Should you buy a compliance suite instead?
If you need sanctions and PEP screening, transaction monitoring, case management and regulatory reporting in one place, buy a financial-crime suite and stop reading: we do none of those and we are not going to. Clientvo is for the firm whose actual problem is that the customer files are in a shared drive, a spreadsheet and one person's memory.
No competitor price is quoted on this page and none is implied. Suite pricing in this category is quoted on request rather than published, so there is no figure we could source, and a made-up one would be worse than none.