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Growth · August 14, 2026

ClientLoop

Collect client documents and forms — without the chase

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.

Does the same job

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