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What is client portal software?
- Share, request and organise client documents.
- Keep conversations and project updates together.
- Coordinate onboarding, tasks and deadlines.
Client portal software gives your business and clients a private online workspace for sharing documents, communicating and managing work together. Clinked brings these activities into a secure, branded portal, with separate client spaces and permissions to control access.
A branded client portal for every client
See how white-label client portal software lets you create personalised spaces that reflect your business and your clients’ brands. Give each client a familiar place to work with your team.
A white-label client portal that feels like your business
Your brand, from the first login.
A client portal on your own domain.
Client access on web and mobile.
A private workspace for each client.
Secure client portal software for confidential work.
Your client portal, wherever work happens.
Find documents, check messages and follow project updates through web and mobile access. Help clients stay involved without waiting until they are back at their desks. A fully branded mobile app is available with Enterprise.
You’re in good company.
Create separate spaces for clients, projects or groups. Keep the relevant files, conversations and updates together, with permissions controlling who can access each workspace.
Share and request files, manage versions and gather approvals. Give clients one place to find shared documents and your team a clear record of changes and decisions.
Assign tasks, set deadlines and coordinate work with shared calendars. Help your team and clients see what needs attention, who is responsible and what comes next.
Use discussions, group chat and notifications to keep questions and updates in the client workspace. Keep conversations close to the documents and projects they concern.
Client portal software for your industry.
From accounting and legal services to finance and agencies, give clients a secure, branded place to share documents, follow updates and work with your team. Explore how a client portal can support the way your industry works.
Accounting
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Finance
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Insurance
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HR
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Agency
Healthcare
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Investment
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Legal
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M&A
Connect your client portal to your existing tools.
Bring the tools your team already uses into your client workflows through native integrations and Zapier connections. Explore the available options for sharing information and coordinating work.
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Still comparing client portal software?
Explore the features, branding options, security controls and pricing of different platforms to help you decide which fits your business.
FAQs
Here’s a quick overview of the questions asked most when choosing a client portal.
Can’t find what you’re looking for?
Reach out to our lovely sales team: they’re real humans, exceptionally helpful, and ready to guide you.
How is a client portal different from Google Drive or email?
Client portal software brings documents, conversations and shared tasks into a dedicated workspace for your business and its clients. Google Drive supports file sharing and collaboration, while email handles communication. Clinked brings these activities together in a branded portal, with separate client spaces and permissions to manage access.
How secure is my data on Clinked?
Clinked protects customer data with secure workspaces, access controls, encryption, user permissions and secure data centre infrastructure. These controls help ensure that documents, messages and tasks are only accessible to authorised users.
What can clients do inside a client portal?
Clients can access shared documents, upload files, join discussions, follow project updates and collaborate on tasks. Your team controls which workspaces, content and actions are available to each client through membership and permission settings. This gives clients one place to find information and work with your business.
Can I restrict access to specific content within the client portal?
Yes. You can create separate client workspaces in Clinked and control access through group membership and content permissions. Configure each client’s access to the relevant files, discussions and tasks, while keeping internal and other clients’ information restricted. Permissions also control what members can do with shared content.
Does Clinked support white-label client portals?
Yes. Clinked lets you create a white-label client portal with your own logo, colours and branded client spaces. Options also include a custom portal domain, branded email notifications and a branded mobile app. Availability depends on your subscription and any add-ons, so compare the branding options included in each plan.
Can I integrate a client portal with other business tools (e.g., CRM, accounting software)?
Yes. Clinked offers native connections to tools including Google Workspace, Microsoft OneDrive, DocuSign and Adobe Acrobat Sign. Zapier supports additional connections and workflow automation, while embeds can display external content inside the portal. The available actions depend on the tool and connection method; check your specific workflow when comparing integrations.
How easy is it to set up a client portal with Clinked?
Clinked is designed to make setting up a client portal straightforward. The help centre provides step-by-step guidance on customising your portal, adding users and configuring permissions for secure file sharing. Setup time depends on your requirements, particularly migration and integrations. Discuss the onboarding and configuration support available with your chosen package before getting started.
How much does a client portal cost?
Clinked’s client portal software is available through subscription plans with different member allowances, storage and features. The cost depends on your selected package, billing term and any additional requirements. Visit the pricing page to compare current plans, or book a demo to discuss the number of users, branding options and support your business needs.
What features should a client portal have?
At minimum: secure file sharing, messaging, project & task management, document approvals, branding options, integrations, audit trails and mobile access, so work stays organised and clients stay engaged.
See Clinked in action.
Discover how secure, branded client portal software could work for your business. Book a demo to see if it’s the right fit.