ClientLoop vs PlatoForms
ClientLoop
clientloop.digital
PlatoForms
platoforms.comSide by side
| Figure | ClientLoop | PlatoForms |
|---|---|---|
| Price from | £35/mo | $10/mo |
| Free plan | Yes | Yes |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Android | — | Yes |
| API | Yes | Yes |
| Plans published | 5 | 5 |
| Spec score · Client Intake Software | 8.3 (#9) | 8.5 (#7) |
| 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. | Its REST APIs support programmatic submissions, prefilled fields, completed-PDF webhooks, invitations, and form management. |
| Headquarters | York, England, United Kingdom | Sydney, Australia |
| Integrations | The site lists built-in integrations for Calendly, Asana and Slack, plus connections through Zapier, n8n, Make, REST API and webhooks. | Native connections include Slack, Google Drive, Dropbox, OneDrive, Box, Stripe, PayPal and Square, while Zapier and Make provide broader app connectivity. |
| 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. | The Trust Center states that data in transit uses TLS 1.2 or higher with 256-bit encryption and stored data uses AES-256 encryption. |
| Support | Priority support is listed as part of the Scale plan. | The contact page says PlatoForms typically responds to support, sales, and pricing inquiries within one business day. |
Plans
ClientLoop
- FreeFree
- Essentials£35 a month
- Pro£69 a month
- Scale£149 a month
- EnterprisePriced on request
In their own words
ClientLoop
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.
PlatoForms
PlatoForms converts existing PDFs into online forms and returns completed PDFs in the original format after submission. Its AI can detect fields in PDFs and generate document sections, fields, and signature blocks from a description. Forms can use a classic layout or ask one question at a time in a conversational format. Workflow tools support multi-step approvals, branching, parallel paths, and routing one PDF among several people. PlatoForms offers more than 2,000 form and document templates, integrations with file storage, payment, and automation services, and REST APIs for submissions, prefilled fields, completed-PDF webhooks, invitations, and form management. Forms can collect Stripe, PayPal, or Square payments; PlatoForms says it adds no transaction fees. The listed plans are Free at free, Bronze at $10 a month, Silver at $30 a month, and Gold at $80 a month, with paid-plan billing listed annually. Free and trial accounts retain data for a fixed three months; premium plans can choose a retention period from seven days to forever.