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Growth · August 14, 2026

ClientLoop

Collect client documents and forms — without the chase

ClientLoop launched on August 14, 2026 with 1 votes, #11,494 of 23,274 launches that month.

What it does

Most document tools charge per client or make people create accounts. ClientLoop does neither — unlimited clients on one flat plan, and clients sign in with a magic link. No password, no new app. Save an onboarding pack once as a Document Set, send it in one click. Forms handle tables, file fields and signatures, saving as clients type. Reminders chase until the last file lands. Import a CSV to open a portal per row. Your logo, colours and domain throughout. EU-hosted and GDPR-ready.

Collect documents, forms and information from clients in one secure, branded workspace. Request files, track progress and send reminders from one dashboard.

A branded portal where clients upload files and fill forms — all from one magic link. See how it works for accountants , mortgage brokers , agencies , law firms and more industries . Save your onboarding pack once. Send the whole thing to any client in one click. Tables, file fields, signatures — validated as they type, saved as they go. Automatic nudges on your schedule, until the last file lands. A spreadsheet in — a portal-ful of requests out. One row per client. Built in — connect once. Map each meeting type to a set of documents; when a client books, their request goes out automatically, timed around the call. No forms to remember. Built in. A ClientLoop request keeps its Asana task in…from clientloop.digital

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