About
ClientLoop is a branded client portal for collecting documents, forms and information - without the endless chasing.
Send one request and your client gets a single magic link. No password, no account, no new app to install. They upload files and fill forms from any device, progress saves as they go, and automatic reminders chase the stragglers until the last file lands.
What makes it different
- Document Sets - save your onboarding pack once, send the whole thing to any client in one click
- Real forms - tables, file fields and signatures, validated as clients type
- Automated reminders -nudges on your schedule, so you never send the awkward fourth email
- Bulk CSV import - one row per client, a portal-ful of requests out
- Fully branded - your logo, colours and custom domain; clients only ever see you
- Built to connect - REST API, webhooks, Zapier, n8n, Make, plus Calendly, Asana and Slack
Who it's for
Accountants, bookkeepers, agencies, law firms, mortgage brokers, financial advisers, recruiters and consultants — anyone whose work stalls waiting on client paperwork.
Pricing
Free for up to 5 clients. Pro is £19/month flat for unlimited clients - not per client, not per request.
Uploads are malware-scanned, storage is encrypted with GDPR erasure and a full activity log built in.