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ClientLoop
York, England, United Kingdom
What it is
ClientLoop is a branded client portal for collecting documents, forms and information, with automatic follow-ups and a team dashboard. Clients can use a magic link to submit files and complete forms without making an account or installing an app. Teams can prepare reusable document sets, build forms with tables, file fields and signatures, and schedule reminders. They can preview uploads, request changes, approve or reject submissions, and message clients about a specific request. Integrations include Calendly, Asana and Slack, with other connections available through Zapier, n8n, Make, REST API and webhooks. The REST API supports creating requests and checking submission status and approvals; API and webhooks are included from Pro. ClientLoop says uploads are virus-scanned, storage is encrypted, and files are kept in the UK. The free plan allows up to 5 clients and 1 team member, with 1 GB storage and 100 uploads per month. Paid monthly plans start at £35 a month, excluding VAT.
For and against
For
- Clients submit through a magic link without an account or app.
- Forms can include tables, file fields and signatures.
- Teams can review, approve, reject or request changes.
- Built-in integrations include Calendly, Asana and Slack.
- Files are stored in the UK, according to ClientLoop.
Against
- Free plan is limited to 5 clients.
- Free plan is limited to 1 team member.
- Free plan has 1 GB storage and 100 monthly uploads.
- Paid monthly plans exclude VAT.
The verdict
ClientLoop brings client submissions, reviews and reminders into a branded portal. Check the client, team, upload and storage caps against your workload, and note that API and webhooks begin with Pro.
Who it suits
It is aimed at client-facing service teams, including accountants, agencies, law firms, recruiters and consultants. The free tier may suit a small team with no more than five clients and one team member.
Plans and prices
Free
Up to 5 clients · 1 team member · unlimited document and form requests · 1 GB storage
Read 3 Oct 2026 · clientloop.digital
Essentials
Up to 100 active clients · 2 team members · 50 GB storage · 1,000 uploads/month
Read 3 Oct 2026 · clientloop.digital
Pro
Unlimited clients · 5 team members · 100 GB storage · 2,000 uploads/month
Read 3 Oct 2026 · clientloop.digital
Scale
15 team members · 500 GB storage · 5,000 uploads/month · priority support
Read 3 Oct 2026 · clientloop.digital
Enterprise
Custom build for larger organisations; tailored to requirements
Read 3 Oct 2026 · clientloop.digital
On the record
- API
- The REST API supports creating requests, reading submission statuses and approvals, and webhook events report submissions and workflow changes; API and webhooks are included from Pro.clientloop.digital · read 3 Oct 2026
- API security
- The developer page states that connections use TLS/HTTPS, files are encrypted at rest, workspaces are isolated, and API access uses a workspace-specific key.clientloop.digital · read 3 Oct 2026
- Company
- ClientLoop is a trading name of Pleesys Technology Limited, registered in England and Wales as company 17350856; its About page describes the team as founder-led and based in York.clientloop.digital · read 3 Oct 2026
- Data processing
- The privacy policy says customers generally act as controller for workspace content and ClientLoop acts as processor, and that it does not sell personal data.clientloop.digital · read 3 Oct 2026
- Features
- Teams can create reusable document sets, build forms with tables, file fields and signatures, and schedule automatic reminders.clientloop.digital · read 3 Oct 2026
- Integrations
- The site lists built-in integrations for Calendly, Asana and Slack, plus connections through Zapier, n8n, Make, REST API and webhooks.clientloop.digital · read 3 Oct 2026
- Intended users
- The product is positioned for client-heavy service work, including accountants, bookkeepers, agencies, law firms, mortgage brokers, financial advisers, recruiters and consultants.clientloop.digital · read 3 Oct 2026
- Limits
- The free plan limits usage to 5 clients and 1 team member, while the listed paid tiers specify monthly upload and storage caps.clientloop.digital · read 3 Oct 2026
- Product
- ClientLoop is a branded client portal for collecting documents, forms and information, with automatic follow-ups and a team dashboard.clientloop.digital · read 3 Oct 2026
- Review
- Teams can preview uploads, request changes, approve or reject submissions, and message clients on the relevant request.clientloop.digital · read 3 Oct 2026
- Security
- The maker says uploads are virus-scanned before storage, storage is encrypted, files are stored in the UK, and GDPR erasure, activity logs and role-based access are provided.clientloop.digital · read 3 Oct 2026
- Support
- Priority support is listed as part of the Scale plan.clientloop.digital · read 3 Oct 2026
- Workflow
- Clients use a magic link to upload files and complete forms without creating an account or installing an app.clientloop.digital · read 3 Oct 2026
