ClientLoop vs Onvoy

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.

Onvoy is a web-based client-onboarding service for freelancers and small agencies. It brings intake questions, file uploads, legally binding e-signatures, and deposit collection into a guided client portal. You can add your logo, colors, and copy, use your own domain, and enable automatic SSL. The flow also supports retainers and invoices through Stripe, with automatic reminders for stalled clients or missing details. Progress views identify clients who are complete, stuck, or overdue, and show where people leave a flow. Onvoy can connect a workspace to Claude and ChatGPT through secure OAuth and MCP for building flows, sending portals, and reporting client status. Clients can complete the sequence on a phone without creating accounts. The service is not a CRM, project manager, or invoicing suite. The free plan costs nothing and allows five onboardings per month and one team member. Starter costs $29 a month; Pro costs $79 a month. A free trial is available.