Client Onboarding Software with Integrated Portal

Streamline your client onboarding process with Clinked. Automate workflows, send digital forms, enable secure document signing, and track progress in real-time—all through a fully customizable onboarding portal.

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An illustration of Clinked's client onboarding software & portal, offering secure and customizable access.

Clinked: The Perfect Partner for Seamless Client Onboarding

Streamline Data Collection and Automate Onboarding for Maximum Efficiency

A view of Clinked's customizable onboarding workflows, facilitating smooth operations.

Say goodbye to the hassle of client data collection with Clinked, which gathers and organizes essential details for a personalized onboarding experience.

Automate the process using native integrations like Jotform, Acrobat Sign, DocuSign, OneDrive, and Google Drive.

With Zapier and iframe support, seamlessly connect and embed any tool to customize the onboarding journey to your precise needs.

Customize Your Onboarding Experience with White Labeling

An illustration of Clinked's customizable white-label onboarding portals for secure access and customization.

With Clinked’s white-labeling capabilities, you can fully customize your client onboarding portal to reflect your brand’s identity.

From your logo and color scheme to the overall design, create a seamless extension of your corporate image that fosters trust and familiarity.

Clinked allows you to craft a consistent and professional experience that resonates with your brand, ensuring that every interaction reinforces your company’s values and image.

Keep Onboarding Connected: Multi-Channel Communication at Every Step

A view of Clinked's seamless communication throughout onboarding, facilitating smooth operations.

Clinked provides a dynamic platform to keep you connected with your clients at every step of the onboarding process.

Whether you need to chat one-on-one, message a group, or make a company-wide announcement, Clinked ensures transparency and quick responses to client queries—all in one place.

Tag or comment on files, events, and tasks to keep everyone aligned, making the entire onboarding experience smooth and connected.

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Client portal designed to protect your data

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Essential Features for a Smooth Client Onboarding Experience

Explore Clinked’s powerful tools to streamline the onboarding process, from secure document sharing to automated workflows. Deliver a seamless, welcoming experience that sets clients up for success from day one.

Zapier

An image showcasing Clinked's Zapier integration.

Automate workflows in Clinked with Zapier, connecting thousands of apps for improved productivity and efficiency.

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@mention messaging

A screenshot of Clinked's platform showcasing the @Mention messaging feature, highlighting enhanced communication capabilities with direct user tagging for improved collaboration.

Use @Mentions to boost collaboration. Notify team members instantly and increase visibility in their Activity Stream and email.

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Reachouts

A screenshot of Clinked's communication feature, Reachouts, showcasing efficient client interaction with options for personalized messages and streamlined communication channels.

Use Clinked’s Reachouts to share updates like newsletters or invitations instantly across groups, keeping everyone informed.

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Adobe Acrobat Sign

A screenshot of Clinked's secure document signing feature, showcasing the integration with Adobe Acrobat Sign for seamless electronic signatures and enhanced document security.

Use Acrobat Sign integration for quick, secure document signing and storage in Clinked, ensuring compliance and efficiency.

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Duplicate Groups

A screenshot of Clinked's platform showcasing the feature to easily duplicate groups, highlighting the streamlined process for managing multiple client groups efficiently.

Duplicate existing groups to save time. Quickly create new groups with the same structure and content.

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Tasks Management

A screenshot of Clinked's task management feature, showcasing an intuitive interface for efficiently managing and tracking tasks, complete with progress indicators and deadline reminders.

Manage tasks in Clinked by organizing, assigning, setting due dates, and tracking progress in a collaborative space.

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Custom Domain

A screenshot of Clinked's platform showcasing the feature to enhance your professional image with a custom domain, allowing personalized branding and improved client engagement.

Use Clinked's Custom Domain for a branded portal experience, making access easier for clients and team members.

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White-label

A screenshot of Clinked’s white-label solution, showcasing features designed to impress clients, including personalized branding options and seamless integration capabilities.

Impress clients with Clinked’s white-label options. Match your portal with your corporate branding for a cohesive experience.

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Jotform

A screenshot of Clinked's platform showcasing the seamless integration with Jotform, highlighting the effortless data collection process through a user-friendly interface.

Use Jotform integration to create forms, embed them, and store submission data as a CSV in Clinked.

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File Request

A screenshot of Clinked's File Request feature, showcasing the seamless process of requesting files with a user-friendly interface, allowing for efficient collaboration and file management.

Use File Request to collect files securely from non-members. Allow uploads directly to Clinked for efficient handling.

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Email Notifications

A screenshot of Clinked's email notification feature, showcasing real-time updates and alerts to keep users informed about project activities and team communications.

Stay updated with Clinked’s email notifications. Get alerts for content changes, keeping you connected to important actions.

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Custom Access Permissions

A screenshot of Clinked's permission settings, showcasing customizable access options with user roles, permissions, and security controls.

Set specific access permissions for group content. Ensure proper access levels while maintaining control and security.

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Discover How Clinked Can Work for You

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Over 3,000 clients in 40+ countries trust Clinked to keep their business connected to their teams

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FAQs about Client Onboarding Portal

Learn how onboarding portals streamline client onboarding with secure forms, document sharing, and task tracking.

What is client onboarding software?

Client onboarding software helps businesses automate and streamline the process of welcoming new clients. It typically includes tools for document sharing, communication, task management, and progress tracking to ensure a smooth transition and setup for clients.

What is a white-label portal, and how does Clinked support it?

A white-label portal allows you to customize the interface with your brand's logo, colors, and domain. Clinked supports full white-labeling for a seamless, branded experience.

How does Clinked streamline the client onboarding process?

Clinked automates workflows, provides digital forms, enables secure document signing, and tracks progress in real-time through a customizable client portal.

Can Clinked integrate with other tools I already use?

Yes! Clinked integrates with Zapier, Jotform, Google Workspace, and Microsoft 365, enhancing collaboration and data collection with your existing tools.

How does Clinked ensure data security?

Clinked is ISO 27001, ISO 9001, HIPAA compliant, and FISMA certified, offering robust security measures to protect your sensitive data.

How can Clinked improve communication with clients during onboarding?

Clinked offers multi-channel communication, including one-on-one chats, group messaging, and announcements, ensuring smooth client communication throughout onboarding.

How does Clinked help manage documents during client onboarding?

Clinked allows control over document access, sharing, editing, and downloading, providing secure and organized document management throughout the onboarding process.

Can I manage tasks and projects through Clinked during client onboarding?

Yes, Clinked offers project management tools such as task creation, Kanban boards, and progress tracking to manage onboarding tasks efficiently.

How can Clinked enhance collaboration between my team and clients?

Clinked enables real-time collaboration on documents, allowing your team and clients to work together seamlessly within the platform.

Is Clinked accessible on mobile devices?

Yes, Clinked’s mobile app allows you to stay organized and communicate with clients and teams on the go.

What industries can benefit from Clinked’s client onboarding portal?

Clinked is suitable for industries like finance, consulting, marketing, legal services, and more, with customizable features to meet specific onboarding needs.