Document Management

A screenshot showcasing Clinked’s document management features like watermarking, file viewing, and version control for secure document handling.

Streamline your document processes with these robust tools, ensuring secure handling, easy access, and efficient version control:

  • Acrobat Sign
  • Document Watermarking
  • DocuSign
  • Instant File viewing
  • Version Control

Customization

white label client portal customization dashboard.

Tailor your white label client portal to reflect your brand identity with customization options that ensure a seamless client experience:

  • 14 languages
  • Configurable Widgets
  • Custom Domain
  • Custom Email Domain
  • White-label
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Integrations (Zapier)

An example workflow diagram showing Clinked’s integration with Zapier, demonstrating automation possibilities with apps like Jotform, Zoom, and over 7,000 other apps.

Unlock endless possibilities with Zapier’s integration capabilities, connecting your platform to over 7,000 apps, including these popular tools for enhanced automation and efficiency:

  • Amazon Alexa
  • Microsoft To Do
  • Power BI
  • Proposify
  • Quickbooks
  • Typeform
  • Zoom
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Communication

An interface view of Clinked’s communication tools, highlighting group chats, discussions, and mentions for effective team interaction.

Communication: Enhance your team’s interaction with these powerful communication tools, ensuring prompt responses, streamlined discussions, and effective messaging across all channels:

  • Discussions
  • Email Notifications
  • @mention Messaging
  • Group Chat and 1 to 1 Chat
  • Reach Out

Easy Setup & Organization

A view of Clinked’s user management settings, showing options for member roles, permissions, and group assignments to simplify setup and organization.

Simplify your platform configuration and user management with these intuitive tools, ensuring a smooth and efficient onboarding experience:

  • Configurable file columns
  • Dropbox Migration Service
  • Duplicate groups
  • Member types
  • Subgroups
  • Universal search
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File Sharing

A screenshot of Clinked’s file sharing interface, showcasing options like file approval, file locking, and guest sharing for secure collaboration.

Manage and share your files securely and efficiently with these essential tools, ensuring controlled access and smooth collaboration:

  • File approval
  • File locking
  • File Request
  • File uploading
  • Guest sharing

Collaboration

A view of Clinked’s collaboration tools, displaying document annotations, comments, and content following features, facilitating real-time project communication and feedback.

Master collaboration with these tools, ensuring seamless communication, real-time updates, and efficient project management:

     
  • Annotations
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  • Commenting
  •  
  • Content Following
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  • Online Document Editor
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  • Tagging & Tag clouds
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  • Upload any file

Mobile App

A view of Clinked’s mobile app interface, displaying branded login screens and access to files, notifications, and settings for seamless mobile collaboration.

Stay connected on the go with Clinked’s mobile app, available for both iOS and Android. Enjoy seamless access to your workspace, instant push notifications, and a Clinked-branded mobile app included as standard with all packages:

Access & Permissions

client portal document access control permissions

Protect sensitive files with secure document access control and customizable permissions that manage who can access, edit, and share information

  • Activity Stream
  • Clinked Audit Trail
  • Custom access permissions
  • Single Sign On
  • Two-factor authentication
  • Manage file permissions securely inside your white label client portal.

Integrations (Native)

A visual showing Clinked’s native integrations, including Google Workspace, DocuSign, Typeform, and others, for expanded platform capabilities.

Seamlessly connect your favorite tools with these native integrations, enhancing your workflow and expanding your platform's capabilities:

  • Acrobat Sign
  • DocuSign
  • Google Workspace
  • iframes
  • Jotform
  • Microsoft OneDrive
  • Voiceflow
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Data Protection & Compliance

A visual featuring Clinked’s compliance certifications, including ISO 27001, GDPR, HIPAA, and PCI, for secure data management.

Ensure the highest standards of data protection and regulatory compliance with these advanced features, offering robust encryption and adherence to global certifications:

  • Encryption
  • ISO 27001
  • SAS70, PCI
  • UK: G-Cloud member, GDPR
  • US: FISMA, FIPs, HIPAA

Tasks Management

A screenshot of Clinked’s task management dashboard, featuring a Kanban board with tasks, due dates, and statuses for organized project oversight.

Keep your projects on track with these powerful task management tools, integrating seamlessly with your calendars and providing clear visual oversight:


  • Google Calendar integration
  • Group Calendar
  • Kanban Board
  • Outlook Calendar integration
  • Task Management
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See Clinked in Action.

Make sure it’s the right fit for you. Explore the possibilities.