Document Management

Software for

Secure Client Collaboration

Collect, share, and track client documents,
without email, shared drives, or follow-ups.

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You’re in good company.

Clinked is trusted by 3,000+ high-stakes
businesses across 40 countries for
 client document management.

It can also

sound

Get client document management
problems out of your inbox and off
your mind, with Clinked.

feel

simple

Clients uploading
documents in the

wrong
place.

Enough “can you
send it again?”
messages

to make you
question your
career path.

Approvals lost in email chains.

Files

buried across
inboxes, drives,
and chat threads.

What is a
client document
management portal?

Good document management software keeps documents organised. Great systems keep the work moving too.

A client document management portal gives businesses and clients a secure place to share, collect, organise, and track documents without the usual chaos of emails and follow-up calls.

FROM

“Where is
the file?”

“It is
Done“

Create workspace
per client.

Upload/request
documents.

Set permissions.

Track activity.

Keep communication
on the files.

FROM “Where is the file?” TO “It is Done“

Storage is only part
of the problem.

Most teams come in looking for
document storage. They usually
end with “Wait, it can do that too?”

Securely share files without guesswork.

Control who can view, upload,
download, or edit documents
with granular permissions built for
client-facing work.

Know what changed, when and by whom.

Track uploads, views, edits, and approvals
with version control and full visibility into 
every file interaction.

The update comes to you.

Real-time notifications keep everyone
informed without the constant checking,
chasing, or follow-up emails.

Client work doesn’t stay at a desk.
Neither do you.

Access documents, approvals, and
conversations from the mobile app,
 wherever the day takes you.

Track the work around the documents.

Project tracking keeps deadlines, requests,
approvals, and progress visible, so nothing
slips through the cracks.

File management needs context 
to make sense.

Keep communication and collaboration
connected to the work itself instead of
scattered across inboxes 
and chat threads.

A client experience that looks like your firm.

Customise the experience with your own logo,
colours, domain, and client-facing interface,
so everything feels unmistakably yours.

Built for Service Businesses

Built for teams juggling multiple clients,
moving deadlines, and a relentless
number of documents.

Accounting

Clients send what you need on time, without you chasing a single receipt. Check out our client portal for accountants.

Finance

Decisions move faster when the numbers aren’t stuck in someone’s inbox. Discover branded client portal for finance.

Insurance

Fewer calls, faster claims, stronger trust built into every interaction. Check out our white-label customer portal for Insurance.

HR

Focus on what you do best; Clinked handles the paperwork.

Agency

Every revision, approval and file lives together, so your team focuses on creativity, not chasing feedback.

Healthcare

Care moves faster when the paperwork doesn’t get in the way.

Investment

Investors don’t wait. Neither should their updates. Opportunities move forward when nothing gets lost in the process.

Legal

Clients stay confident when updates arrive before the questions do. Discover the Clinked client portal for legal teams.

M&A

Precision, clarity, and timing. M&A demands all three. A fully controlled environment keeps your deal moving without compromise.

Your shared drive can rest now.

Bring client document workflows into one organised space, designed for modern client collaboration.

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FAQs

Here’s a quick overview of the questions asked most when choosing a client portal.

Can’t find what you’re looking for? Reach out to our lovely sales team: they’re real humans, exceptionally helpful, and ready to guide you.

Is the Clinked mobile app free to use?

Yes, the Clinked mobile app is free to download and use. You can access your client portal, collaborate with clients, and manage projects directly from your phone.