No hidden fees. No per-client charges. Cancel any time.
For individual advisers running their own firm.
or £45/mo billed annually — save 1 month
For solo advisers who want AI and automation.
or £82/mo billed annually — save 1 month
For growing firms with multiple team members.
or £182/mo billed annually — save 1 month
For DA networks and large mortgage firms.
All prices exclude VAT. Annual billing charged upfront.
No. You pay one monthly subscription. We do not charge per client or per case.
Yes. There is no minimum term. Cancel whenever you like; access continues until the end of the billing period you have already paid for.
Prices on this page exclude VAT. UK VAT is added at checkout.
Sole Trader (£49/mo) includes the case pipeline, client portal, documents, forms, and audit trail. Solo Pro (£89/mo) adds e-signatures, retention emails, the performance dashboard, and AI tools. Choose Solo Pro if you want those extras without paying for extra team seats.
Each Owner, Adviser, or Administrator uses one seat. Extra Firm seats are £59 per seat per month. For larger teams, ask us about the Network plan.
Cleera records who did what and when: document sign-offs, form submissions, case updates, notes, and similar actions. Firms use that audit trail for FCA record-keeping, and it is there from day one.
Yes. Cleera works alongside the systems your network requires. We already support a number of integrations, and if we do not yet connect with your mandated platform, we are happy to discuss building a custom one.
Get set up in under five minutes. No setup fees, no per-client charges.
Cancel any time · No setup fees · GDPR compliant