Client portal features that bring communication
and organisation under one roof -yours.
Clinked Features

Document Management
Upload, store, and organise all your files in one workspace. Clinked makes secure document sharing simple, reducing the need to dig through emails.
- Document Watermarking
- File Request & Locking
- Instant File Viewing
- Version Control
- Approval
- Guest Share

Customization
Shape your white label client portal around the way your business works, with custom branding, flexible layouts, and workflows tailored to your use case.
- 14 Languages
- Configurable Widgets
- Custom Domain
- Custom Email Domain
- White-label

Data Protection & Compliance
A secure client portal built with bank-grade encryption, access control, and compliance at its core.
- Encryption
- ISO 27001
- SAS70, PCI
- UK: G-Cloud member, GDPR
- US: FISMA, FIPs, HIPAA

Client Communication
Replace scattered emails with a client collaboration software built into your white label client portal.
- Annotations
- Commenting
- Content Following
- Online Document Editor
- Tagging & Tag clouds
- Upload Any File

Easy Setup & Organization
Launch in minutes, organize your workspace, and customize Clinked to match your workflows, not the other way around.
- Configurable File Columns
- Dropbox Migration Service
- Duplicate Groups
- Member Types
- Subgroups
- Universal Search

File Sharing
Safeguard your data with secure document access control and customisable permissions inside your secure client portal.
- Activity Stream
- Clinked Audit Trail
- Custom Access Permissions
- Single Sign On
- Two-factor Authentication
- Manage file permissions securely inside your white label client portal.

Collaboration
Keep every comment, edit, and approval in your white-label client portal attached to the work, not buried in your inbox.
- Annotation,
- Commenting,
- Content Following,
- Online Document Editor,
- Tagging & Tag Clouds

Mobile App
Everything you do, now on the move. A mobile client portal app that lets you manage files, tasks, messages, and approvals from anywhere. Included in all plans.
- Android OS and iOS
- Fully White-label Mobile App
- Mobile Push Notifications

Access & Permissions
Safeguard your data with secure document access control and customisable permissions inside your secure client portal.
- Activity Stream
- Clinked Audit Trail
- Custom Access Permissions
- Single Sign On
- Two-factor Authentication
- Manage file permissions securely inside your white label client portal.

Native Integrations
Connect your favourite business tools to your client portal and keep work moving without switching platforms.
- Acrobat Sign
- DocuSign
- Proposify
- Quickbooks
- Google Workspace
- Microsoft OneDrive
- iframes
- Jotform
- Typeform
- Voiceflow
- Power BI
- Zoom

Zapier Integrations
Clinked's Zapier integration connects you to thousands of apps, so you can automate workflows and move information between tools without writing a single line of code.
- Amazon Alexa
- Google Sheets
- Microsoft To-Do
- Proposify
- Quickbooks
- Typeform
- Zoom

Task Management
Know what's done, what's next, and who's on it with task management built into your client portal.
- Google Calendar Integration
- Group Calendar
- Kanban Board
- Outlook Calendar Integration
- Task Management