Document sets
Save your onboarding pack once. Send the whole thing to any client in one click.
Secure client portalClient documents,
Client documents,
without the chase.
A branded portal where clients upload files and fill forms — all from one magic link.
Who it's for
Built for client-heavy work.
Select yours to see the portal in action.
NEW REQUEST
Onboarding — Norton & Co
- ✓ SA302 + tax overview
- ✓ Business bank statements
- · Receipts — Q2 folder
- · VAT invoices
2 of 4 received · reminder scheduled
How it works
Three steps. Zero chasing.
- 1
Request
Pick documents, forms or a whole set. Send once.
- 2
They upload
Clients open one magic link. No password, no new app.
- 3
You approve
Review and approve. Reminders chase the rest.
Features
Everything in one loop.
Forms clients finish
Tables, file fields, signatures — validated as they type, saved as they go.
Reminders that chase for you
Automatic nudges on your schedule, until the last file lands.
Bulk import via CSV
A spreadsheet in — a portal-ful of requests out. One row per client.
Automations
Fire the rest of your stack the moment documents land.
Developer docs →Your brand, your domain
Logo, colours, custom domain. Clients only ever see you.
The client sideNo passwords. No apps.
No passwords. No apps.
Just a link.
- Magic-link sign-in
- Progress saved as they go
- Works on any device
Connect your stack
Plays nicely with everything.
Pick a tool to see how it fits.
Calendly
Built in — connect once. Map each meeting type to a set of documents; when a client books, their request goes out automatically, timed around the call. No forms to remember.
Calendly guide →Asana
Built in. A ClientLoop request keeps its Asana task in step — created with the client’s detail, moved along as documents land, and completed when the last file arrives. Your board stays honest on its own.
Asana guide →A real REST API
Create requests, read submission status, approve — straight from your own systems. Idempotent, so retries never double-send.
API reference →Zapier
Wire ClientLoop to 6,000+ apps with no code. A new deal in your CRM can fire a document request automatically.
Zapier guide →n8n
Self-hosted or cloud. Trigger requests and route every submission wherever your workflow needs it.
n8n guide →Make
Every event ships as a signed webhook. Branch it into a Make scenario — save files, notify a CRM, whatever you build.
Make guide →Slack
Built in — no middleware. Your channel hears the moment a client submits, a request is approved, or something’s overdue.
Slack guide →Import & export by CSV
Onboard a whole book of clients from one spreadsheet — one row each. Export submissions and statuses back to CSV any time.
See it in action →Boring, in the ways that matter.
- Every upload virus-scanned before it’s stored
- Encrypted storage
- UK data hosting
- GDPR erasure built in
- Full activity log
- Role-based access
Pricing
One flat price. Really.
drag it —
At clients, Pro is £19/month. Drag to 500 — still £19/month.
Free
Genuinely usable — collect documents from your first clients.
£0free forever
- Up to 5 clients · 1 team member
- 1 GB storage · 90-day activity history
- Unlimited document & form requests
- Submission tracking dashboard
- Your logo & brand colour, free
- Secure magic-link client access
Pro
One flat price. Unlimited clients, automation and your domain.
£19/month
billed monthly
- Everything in Free
- Unlimited clients — same flat price
- Document sets & reusable templates
- Automated reminders & bulk CSV import
- Custom domain for your client portal
- REST API, webhooks, Zapier & n8n
- Up to 5 team members · 100 GB storage
- Extra team seats · £5 / seat / month
Enterprise
Advanced security, control and integrations for larger teams.
Custom
talk to us
- Everything in Pro
- Unlimited team members
- Unlimited storage & data retention
- Advanced roles & permissions
- Audit logs
- Priority support
cancel anytime
The maths
What is chasing documents already costing you?
Four numbers you already know. No email required.
clients
documents
minutes
£ / hour
Assumes ClientLoop removes about 70%of the chasing — the reminders, the follow-ups, the “did you get my email?”. It does not remove the time you spend actually reading what arrives, so that is left in.
Close the loop.
Your branded portal is live in five minutes.
Free for 5 clients · No card required