Built to end the document chase.
ClientLoop is a secure client portal for the documents, forms and information a service business collects every day — requested in one action, chased automatically, and reviewed from a single dashboard.
The paperwork is the slow part
Nearly every professional engagement starts the same way: a list of documents you need from the client, and a fortnight of email chasing to get them. ClientLoop replaces that with abranded client portal— you build a document set once, send it as a single magic-link request, and the tool chases what is still outstanding so you don't have to.
It is deliberately focused. ClientLoop collects documents and forms well rather than trying to be an all-in-one CRM. That is a choice — it keeps the client's side to a single link with no account to create, and keeps your side to one dashboard. If you want to see it against the alternatives, we keep an honestset of comparison pages.
It is used acrossaccountancy,mortgage and lending,legal,agenciesand other client-heavy work — anywhere the same stack of documents has to come in from every new client.
Founder-led, from York
ClientLoop is built and run by a small, founder-led team. Everything you read on this site — the guides, the answers, the comparison research — is written or reviewed in-house, and every factual claim carries a named source and a date you can check.
ClientLoop is the product; the writing is atthe ClientLoop blog, and thedeveloper documentation covers the REST API and webhooks for teams that want to wire it into their own systems.
Company details
- Trading name
- ClientLoop
- Registered company
- Pleesys Technology Limited
- Company number
- 17350856 — England & Wales
- Contact
- Get in touch →