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SPECIFICTION
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ClientLoop

clientloop.digital

From £35/mo Free plan WebAPI
Visit clientloop.digital
Spec score 8.3 #9 of 27 in Client Intake Software

What it is

ClientLoop is a branded client portal for collecting documents, forms, and information, with automatic follow-ups and a team dashboard. Clients use a magic link to submit files and complete forms without an account or app installation. Teams can prepare reusable document sets, create forms with tables, file fields, and signatures, and schedule reminders. They can preview submissions, request changes, approve or reject them, and message clients about a specific request. Built-in integrations include Calendly, Asana, and Slack; other connections are available through Zapier, n8n, Make, REST API, and webhooks. The REST API supports creating requests and checking submission statuses and approvals; API and webhooks are included from Pro. ClientLoop says uploads are virus-scanned, storage is encrypted, and files are stored in the UK. Its free plan is limited 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, and list storage and upload caps.

Spec sheet

Product
ClientLoop is a branded client portal for collecting documents, forms and information, with automatic follow-ups and a team dashboard.Read 3 Oct 2026 · clientloop.digital
Intended users
The product is positioned for client-heavy service work, including accountants, bookkeepers, agencies, law firms, mortgage brokers, financial advisers, recruiters and consultants.Read 3 Oct 2026 · clientloop.digital
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.Read 3 Oct 2026 · clientloop.digital
Integrations
The site lists built-in integrations for Calendly, Asana and Slack, plus connections through Zapier, n8n, Make, REST API and webhooks.Read 3 Oct 2026 · clientloop.digital
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.Read 3 Oct 2026 · clientloop.digital
Support
Priority support is listed as part of the Scale plan.Read 3 Oct 2026 · clientloop.digital
Headquarters
York, England, United KingdomRead 28 Sep 2026 · clientloop.digital
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.Read 3 Oct 2026 · clientloop.digital
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.Read 3 Oct 2026 · clientloop.digital
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.Read 3 Oct 2026 · clientloop.digital
Features
Teams can create reusable document sets, build forms with tables, file fields and signatures, and schedule automatic reminders.Read 3 Oct 2026 · clientloop.digital
Limits
The free plan limits usage to 5 clients and 1 team member, while the listed paid tiers specify monthly upload and storage caps.Read 3 Oct 2026 · clientloop.digital
Review
Teams can preview uploads, request changes, approve or reject submissions, and message clients on the relevant request.Read 3 Oct 2026 · clientloop.digital
Workflow
Clients use a magic link to upload files and complete forms without creating an account or installing an app.Read 3 Oct 2026 · clientloop.digital

Plans and prices

Free Free free forever Up to 5 clients · 1 team member · unlimited document and form requests · 1 GB storage · 100 uploads/month · files kept 6 months · 90-day activity history Read 3 Oct 2026 · clientloop.digital
Essentials £35 a month billed monthly; excl. VAT Up to 100 active clients · 2 team members · 50 GB storage · 1,000 uploads/month · files kept 1 year after last client activity · 1-year activity history · packs and reusable templates · automatic reminders and recurring requests · custom domain · bulk CSV import Read 3 Oct 2026 · clientloop.digital
Pro £69 a month billed monthly; excl. VAT Unlimited clients · 5 team members · 100 GB storage · 2,000 uploads/month · REST API and webhooks · files kept 5 years after last client activity while on Pro · 5-year activity history Read 3 Oct 2026 · clientloop.digital
Scale £149 a month billed monthly; excl. VAT 15 team members · 500 GB storage · 5,000 uploads/month · priority support Read 3 Oct 2026 · clientloop.digital
Enterprise Priced on request Custom Custom build for larger organisations; tailored to requirements Read 3 Oct 2026 · clientloop.digital

Every ClientLoop plan and price →

Strong points and limits

Strong points

  • Clients submit through a magic link without an account
  • Supports forms with signatures and file fields
  • Includes Calendly, Asana, and Slack integrations
  • Free plan available
  • Files are stored in the UK

Limits

  • Free plan limits usage to 5 clients
  • Free plan allows 1 team member
  • Free plan has 1 GB storage and 100 uploads monthly
  • API and webhooks are included from Pro

Who it suits

ClientLoop suits client-heavy service teams such as accountants, agencies, law firms, recruiters, and consultants. It may also fit teams that want clients to submit materials without creating accounts or installing an app.

Verdict

ClientLoop provides a defined request-and-review workflow for collecting client materials, with a free tier and integrations. Check the client, team, storage, and upload caps against your workload before choosing a plan.

Where Specifiction places it

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