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
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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
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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
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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
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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
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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.
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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
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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
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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.
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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
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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
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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
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