Branded client portal
A secure, white-label workspace under your name — with optional custom domains and advanced branding.
Secure client workspace
Collect documents, forms & information from clients — in one organised place.
ClientLoop is a branded workspace where service businesses gather everything they need from clients: request files, track progress, send reminders and keep every conversation secure — from a single dashboard.
Built for businesses that exchange documents with clients
What it is
One secure home for everything your clients send you.
ClientLoop is a secure client workspace that helps businesses collect documents, forms and information from their clients in one organised place.
Create your own branded client portal, invite clients, request files or information, track submission progress, send reminders and securely manage all client communication — without the scattered email threads and lost attachments.
How it works
From invite to upload in four steps.
Set up once, then let the workspace do the chasing.
- 01
Brand your portal
Add your logo, colours and name. Optionally bring your own custom domain so clients only ever see you.
- 02
Invite your clients
Send a secure invite. Clients open their workspace from a link — no complicated sign-up to get through.
- 03
Request files & info
Ask for specific documents, forms or details. Everything they return lands in one organised place.
- 04
Track & remind
Watch progress at a glance and let automatic reminders chase the stragglers, so you don’t have to.
Features
Everything you need in one workspace.
The essentials of client collection — without a sprawling tool to learn.
Document & form requests
Request exactly what you need. Clients upload files and complete forms without the email back-and-forth.
Submission tracking
See what’s outstanding, what’s in, and what needs review — every request, every client, at a glance.
Automatic reminders
Gentle, scheduled nudges keep things moving so you’re not the one chasing paperwork.
Secure messaging
Keep every client conversation tied to its documents — in context, not lost in an inbox.
One single dashboard
Manage every client, request and message from a single, organised command centre.
Stop chasing paperwork
Everything your clients send — organised, tracked and secure.
No more lost attachments or “did you get my email?”. ClientLoop keeps every file, form and message tied to the right client, with progress you can see and reminders that run themselves.
Who it’s for
Made for client-heavy, document-heavy work.
If your work means regularly exchanging documents and information with clients, ClientLoop gives you one organised, professional place to do it.
Pricing
Simple, honest pricing.
Start free. Upgrade to Pro when you want your own brand, a custom domain and automations.
Free
Everything you need to start collecting.
£0free forever
- One branded client portal
- Document & form requests
- Submission tracking
- Client reminders
- Secure messaging
Pro
Your own brand, domain and automations.
£19/month
billed monthly
- Everything in Free
- Custom domain
- Advanced branding
- Team collaboration
- Workflow automation
- Priority support
cancel anytime · prices in USD
Get started
Bring your client chaos into one loop.
Create your branded workspace and start collecting documents the organised way.
No credit card to start · Cancel anytime