Client Screening Software Built for Service Providers

ClientVetter is client screening software for people who do the work first and get paid later. It turns a client's domain into a risk report with sources, keeps an eye on the clients you already have, and gives your team one place to search evidence-backed non-payment reports. Everything below is part of the product, and each plan unlocks a set amount of it.

Bright design studio with a long oak table, printed proposal pages and a laptop seen from behind a designer's shoulder

The client risk report

The report is the core of ClientVetter. One check produces one document you can read in two minutes and keep on file.

Identity. Legal name match with the state business registry, status, formation date, registered agent and state, plus domain age, HTTPS and mail records.
Footprint. Age and consistency of the website, public business listings and a summary of public review ratings with links to the originals.
Disputes and payment. Public news and court record mentions tied to unpaid vendors, liens or lawsuits, and member non-payment reports with the company's reply.
Sanctions. Screening of the company and listed principals against the OFAC SDN list and other public government sanctions lists.
Score and band. A risk score from 0 to 100 with a Low, Watch or High band, every point tied to a reason and a source.
Red flags and suggested terms. A short list of what needs attention and the terms that fit the band, as guidance and not legal advice.

Check a client

Windowsill in an agency office with a phone face down, a notebook and a plant, city street outside

Monitoring that keeps the report current

A report is a snapshot. Monitoring turns it into a watch. Add a client and ClientVetter tells you when the registry status changes, when the domain is close to lapsing or changes hands, or when a new non-payment report appears. Alerts arrive by email on every plan, by email and Slack on Team, and by email, Slack and webhook on Agency. Enterprise adds API access to the same events. Read more on business credit monitoring.

Signed contract, a delivery note and an invoice laid out on an oak table with a folder, daylight from a window

Shared non-payment reports

Members can search reports about businesses that did not pay, and on Team and higher plans they can submit their own. Every report needs evidence: a signed contract or accepted proposal, the unpaid invoice and proof of delivery or correspondence. Reports are moderated before other members see them, the reported business is notified and can reply, and a dispute hides the report while it is reviewed. Paid invoices are marked Resolved. Reports are visible only to logged-in paying members and never appear on public or indexed pages. The full rules are on non paying clients.

Built for a team, not a single inbox

Agencies and service firms rarely vet clients alone. Sales finds the lead, operations sets the terms and finance sends the invoice. ClientVetter fits that flow.

Seats. One seat on Starter, five on Team, fifteen on Agency and unlimited seats on Enterprise.
Roles. Team and Agency let you decide who can run checks, who can submit non-payment reports and who manages billing.
Audit log. Agency and Enterprise record who checked which client and when, which helps when you need to show a consistent intake process.
Shared history. Every report stays in the account, so the next person who talks to the same client sees what was already found.

PDF, share links and the API

Reports export to PDF on every paid plan, so you can attach one to a proposal file or an internal approval. Team adds shareable links for colleagues and partners. Agency and Enterprise get a branded PDF with your own logo. Agency and Enterprise also include an API, which lets you start a check from your CRM or intake form and receive the result in your own tools.

What each plan includes

	Starter	Team	Agency	Enterprise
Price monthly	$49	$129	$299	$799
Price billed yearly	$24/mo	$64/mo	$149/mo	$399/mo
Full client checks per month	25	120	400	1,500
Monitored clients	10	50	250	1,000
Seats	1	5	15	Unlimited
Non-payment reports	Search	Search and submit	Search and submit	Search and submit
Alerts	Email	Email and Slack	Email, Slack, webhook	All plus API
Admin	None	Roles	Roles, audit log	SAML SSO, SCIM, audit log, priority support, invoice billing, DPA

Limits reset each billing period. Deleting a report does not return a check. Paying yearly saves 50%. Full details are on ClientVetter pricing.

Close detail of a desk with a stack of stapled company filings, a stamp and reading glasses in daylight

What the software does not do

Good screening is clear about its limits. ClientVetter checks businesses and people only in their role at a business. It is not a consumer reporting agency, its reports are not consumer reports, and they may not be used for credit, insurance, employment or housing decisions about an individual. It does not collect home addresses, criminal history or anything about private life, and it uses only public sources and member reports with evidence. Our fcra compliant background check page explains this in plain words. If you want to see how a single check runs, read how to vet a client.

Do I need to install anything?

No. ClientVetter runs in the browser. Agency and Enterprise can also connect through the API and webhooks.

Can I screen a client from my CRM?

Yes, on Agency and Enterprise. The API starts a check and returns the report, and webhook alerts push monitoring events back to your tools.

Is single sign on included?

SAML SSO and SCIM are part of Enterprise, together with the audit log, priority support with a named contact, invoice billing and a DPA.

Can I cancel anytime?

Yes. Every plan is a subscription you can cancel at any time, and access runs to the end of the paid period.

Electrical contractor in work clothes at a counter in his workshop office at dusk, sliding a new client's printed proposal into a kraft folder next to a clipboard and a mug

Screen your next client in a minute

Start with the domain of a lead you are unsure about. The preview shows real domain, website and mail signals, and the full report opens with your account.