ClientLoop vs FormsHQ

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.

FormsHQ turns forms into workflows for collecting information, qualifying leads, routing submissions, and handling documents, payments, and signatures. Its AI-assisted design can produce questions, helper text, validation, conditional pages, and review criteria from a plain-language brief. Teams can score submissions, assign owners, track statuses and deadlines, and route records for review. Submissions can become summaries, PDFs, agreements, disclosures, internal memos, or client-ready packets. Review steps can include role-based paths, consent and signature checkpoints, and human approval before generated packets are sent. The site describes uses including legal and health intake, agency onboarding, loan prequalification, HR onboarding, events, and bookings. FormsHQ runs on the web. The free Starter Form plan costs nothing and allows one published form and 50 responses per month. Smart Forms costs $29 a month, Growth Workflows $99 a month, and Business Portal $249 a month. The company identifies with SETTEROS and gives an Atlanta, Georgia address.