ClientVetter

Client Vetting for Consultants Before You Sign a Retainer

A retainer is a bet on a company's next quarter. As a consultant or fractional executive you block out your calendar, turn down other work and often start before the first payment clears. If the startup runs out of runway, was never properly formed, or already owes money to three other advisers, you find out when the invoice bounces. ClientVetter lets you look at the business first. Type the client's domain and get a scored report from public business records, domain and website signals, dispute mentions, sanctions screening and evidence-backed member reports, with the reason behind every flag. You walk into the engagement knowing what the public record says.

Independent consultant reading a retainer agreement at a cafe window table

Why retainers carry a different kind of risk

Project work has a clear end. A retainer has a monthly rhythm, which means a struggling client can fall a month behind, then two, while you keep showing up because the relationship matters. Startups and small companies are often great clients, but some are not as solid as the pitch deck suggests.

  • The entity named in the agreement may not match any registry record, or may have been formed in a different state than the founder mentioned.

  • The registry status may already show forfeited or administratively dissolved for a missed annual report.

  • The website and domain may be weeks old, with no working mail setup behind them.

  • Other vendors may have documented unpaid invoices in our shared database or in public court records.

Each of these takes minutes to spot when you know where to look. ClientVetter looks in all of those places at once.

What one report tells a consultant

The full report gives you a readable picture of the company, not a pile of raw lookups.

Letterbox and front door of a small office building with an empty mail slot and a new unmarked nameplate

Turning the report into retainer terms

The report closes with suggested terms based on the band and the value you selected. For consultants that usually means a few practical options.

  • Low band: your normal retainer, billed monthly in advance.

  • Watch band: billing in advance with a short grace period, or a smaller first month to establish payment history.

  • High band: a paid discovery phase before any retainer, or payment of the first two months up front.

Plans that fit an independent practice

Starter covers most solo consultants: 25 full checks a month, 10 monitored clients, one seat, PDF export and email alerts, for $49 a month or $24 a month billed $288 a year. A small advisory firm with associates usually picks Team: 120 checks, 50 monitored clients, 5 seats, shareable PDF links, Slack alerts and the right to submit non-payment reports, for $129 a month or $64 a month billed $768 a year. Limits reset every billing period. You can cancel anytime.

See pricing

Can I check a startup that has not launched its product yet?

Will the founder know I looked them up?

Does ClientVetter show a startup's funding or bank balance?

Can I use a report to decide whether to hire someone?

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

Check the company before the retainer starts

Check this client