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Resources

Clinked offers secure communication, collaboration & information sharing portal.

Popular

8 Questions To Ask Before Purchasing a Portal

It can be intimidating as you try to find the solution that will fit your company's needs and that can be easily integrated within your business.

Popular

5 Use Cases For Client Portals

This article will guide you through the most popular ways that client portals are used and how each different use can benefit your organisation.

Popular with accountants

Choosing Client Portal Software For Accountants

Before examining the best reasons to pick a client portal software for accountants, it is useful to consider what the key demands are for accountancy firms.

Popular with lawyers

Why A Client Portal Is Ideal For Law Firms

Here are our top reasons to have a legal services client portal and how Clinked can specifically meet these needs.

Popular with finance professionals

Wealth Management Client Portal: Essential Features

Many industries are transitioning towards digital client management to help provide a high quality and consistent service, and the financial services sector is not an exception.

Popular

Is Clinked customer portal software right for my business?

Here, we’ll explore what Clinked’s main features are, how to use them, and how this can be of benefit to businesses from a range of industries.

Popular

4 Signs That Customer Portal Software Is The Right Solution

But how do you know that it is the right solution for you? Here are some of the key signs to look out for.

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Communication Using Clinked Portal

Learn more about communication features within Clinked

How To: Discussions In Clinked

Top use cases and tips to make the best out of discussions in Clinked

How To: Clinked Files Functionalities

Share, comment, annotate, approve & sign documents within Clinked.

How To: Zapier Integration

Connect over 3000 apps to your Clinked account with our Zapier integration.

How to: Clinked Notifications

Adjust your notifications settings to stay up to date on content you care about.

How To: Clinked Subgroups

Subgroups help you carry information across multiple groups easily and quickly.

From Client Satisfaction to Client Experience

Go beyond standard client satisfaction to deliver a great digital CX with Clinked

Clinked Group Onboarding & Refresher

Get up to speed (or refreshed) on how to set up your Clinked account

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