Built for how agencies work
Retainers, project fees, pass-through media spend and long net terms all put the agency's cash at risk. The agency use case shows how checks fit intake, and client monitoring keeps watching accounts after kickoff.
Client Vetting Software for Agencies That Get Paid on Time
Client vetting software for agencies checks a new client's business before you staff the account. Enter the client's website, and ClientVetter returns a 0 to 100 score, the sourced reasons behind it and suggested payment terms in about a minute. Starter is $49 a month for 25 checks, Agency is $299 for 400.
- Check every retainer and project, not only the big deals
- Shared reports for account managers and finance
- Monitoring alerts when an active client changes
Client check for this domain
- Registry
- Domain
- Website
- Mail setup
- Reviews
- Disputes
- Sanctions
Checking public records
Done
We could not find any public records for this domain yet. A thin footprint is a signal on its own, and the full report explains what it means.
Preliminary band
The preliminary band uses domain, website and mail signals only. The full score adds registry, reviews, disputes and sanctions.
What we found in public records
- Domain registered on
- Domain age
- Website answers over HTTPS
- Mail records (MX, SPF, DMARC)
Locked in the full report
- Registry match and status
- Reviews summary
- Dispute and non-payment mentions
- Sanctions screening
- Full risk score with reasons
- Suggested payment terms
- PDF export
Create your account to unlock the full report for this client. No card needed.
Why agencies vet clients before kickoff
An agency sells hours it has already spent. By the time a new client misses the second invoice, a designer and a strategist have worked two months on credit. A new LLC with a polished site and a founder who is hard to reach is exactly the profile that costs agencies five figures.
A check before kickoff takes a minute and changes what you ask for. A clean result supports net-30 billing. A thin or flagged one is a reason to take a deposit, bill by milestone or pass on the work. The decision stays yours, but it rests on evidence instead of a good feeling from the sales call.
What an agency gets from each check
| Signal | What it tells the agency |
|---|---|
| State registry standing | The legal entity exists, is active and has been around for how long |
| Domain age, website and mail records | Whether the business behind the site looks established or created last month |
| Public disputes and sanctions screening | Court or complaint history and watch list matches that change your decision |
| Member non-payment reports | Whether other service providers reported unpaid invoices, with the evidence and the company's reply |
| Score and suggested terms | A 0 to 100 score with sourced reasons and a deposit or milestone suggestion for the proposal |
Plans for an agency of any size
Checks reset every billing period and yearly billing is half the monthly price.
| Plan | Monthly price | Checks | Best for |
|---|---|---|---|
| Starter | $49 | 25 | Small agencies signing a few clients a month |
| Team | $129 | 120, 5 seats | Account managers and finance sharing reports |
| Agency | $299 | 400, API access | Checks triggered from an intake form or CRM, monitoring 250 clients |
| Enterprise | $799 | 1,500, unlimited seats | Networks and holding groups |
A single bureau report on one company costs $59.95 to $189.99, so a plan pays for itself at the second or third client. See how a business credit report compares for agencies and the full pricing page.
From new lead to signed scope in three steps
- 1
Paste the lead's website into the check at the top of this page when the inquiry comes in. No legal name or tax ID needed.
- 2
Read the score and each sourced reason, then open any member report to see the evidence behind it.
- 3
Put the suggested terms in the proposal, save the PDF to the account folder and turn on monitoring for the length of the contract.
When a bureau report is still right
For a very large account with long credit terms, or when a lender asks, buy a bureau report on that one company. Compare options on the Dun and Bradstreet alternative page. Use the check on everyone else.
Questions agencies ask before buying
What is client vetting software for agencies?
Client vetting software for agencies checks a prospective client's business before the agency signs. You enter the client's website, and the tool reads state registry standing, domain age, public disputes, sanctions lists and non-payment reports, then returns a score, sourced reasons and suggested payment terms.
How much does client vetting software cost for an agency?
ClientVetter Starter is $49 a month for 25 checks. Team is $129 a month for 120 checks and 5 seats, and Agency is $299 a month for 400 checks with API access. Yearly billing is half the monthly price. Bureau reports cost $59.95 to $189.99 per company by comparison.
How many clients should an agency vet?
Every new client, retainer and project, plus any existing client whose invoices start slipping. Checking only large deals misses the small LLC that stops paying on a $12,000 retainer. A flat plan makes checking everyone cheaper than debating which prospects deserve a report.
Can the whole agency team use it?
Yes. Team includes 5 seats and Enterprise has unlimited seats, so account managers, finance and the owner can run checks and read the same reports. Agency adds API access so checks can run from your intake form or CRM.
Does vetting a client hurt the client's credit?
No. ClientVetter reads public business records and member reports instead of pulling a bureau credit file, so nothing is added to the client's credit file and the client is not notified. The FCRA notice explains the permitted scope.
Related pages for agency owners
Read about client due diligence for larger engagements, see what a company credit check adds, or check a small client with an LLC lookup.
Vet the next client before you staff the account
Enter the domain of the company that just asked for a proposal and set your terms on evidence. Starter includes 25 checks for $49 a month.