One clear place for clients to see what you asked for and upload it. One dashboard for your team to review, approve and track. Both, branded, under your name.
A Drive link lets clients dump files with no labels, no order, no way to know something arrived. A real portal has structure.
Shared folder
Client document portal
Your clients and your team, each served without the other compromising.
No separate inbox. Questions, feedback and re-upload requests live on the document they belong to.
Every portal action can fire the next step in your wider workflow.
Your name, logo and — on Pro — your own domain. Clients only ever see your brand.
Every request says exactly what it needs. Clients upload to slots, not a dumping ground.
A questionnaire here, a PDF there — one request workflow handles both.
Preview uploads, request changes with clear feedback, approve — all from one dashboard.
Incomplete submissions get scheduled nudges automatically. No manual chasing.
Trigger workspaces via API. React to submissions via webhooks. Connect your tools.
Any firm that collects documents from clients on a regular basis can swap email for a portal.
A client document portal is a secure, branded workspace where your clients upload the documents and information you need from them. Instead of sending files by email, clients follow a secure link to their own workspace, see exactly what's been requested, and upload the right files. You see everything in a single admin dashboard and can review, request changes or approve.
Shared folders have no structure — anyone can upload anything, there's no clear request list, no tracking, no reminders, and no approval workflow. ClientLoop gives every request a name, a deadline and a status. Clients know what to provide. You know what's arrived and what's still outstanding. Everything is tracked automatically.
Yes. Via the ClientLoop API, you can create client workspaces and document requests programmatically when new clients are added to your CRM. Via webhooks, you can react when submissions arrive or are approved — updating your CRM, sending Slack notifications, or triggering the next step in an onboarding workflow.
Yes. You can add your logo and business name to the client portal. On the Pro plan, you can also connect a custom domain (see pricing) so the portal appears entirely under your brand. Your team keeps one reliable login on your ClientLoop subdomain — your clients see only your brand on the custom domain.
Clients receive a secure invite email with a link to their workspace. They don't need to create an account beforehand — access is via a scoped, time-limited link. Their workspace only shows their own documents, not those of any other client.
Stop using email as a filing system. Branded in five minutes, free for your first 5 clients.
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