ClientLoop

Input—per 1M tokens

Output—per 1M tokens

Context—tokens

WeightsClosed

About

ClientLoop is ranked #1 of 27 in client intake software on Inferse. It runs on API, Web. There is a free plan. Paid plans start at £35/mo.

Compared on client intake software

Free plan: Yesclientloop.digital
Client portal: Yesclientloop.digital
E-signatures: Yesclientloop.digital
Document uploads: Yesclientloop.digital
Workflow automation: templateclientloop.digital
Custom branding: Yesclientloop.digital

Facts

Product: ClientLoop is a branded client portal for collecting documents, forms and information, with automatic follow-ups and a team dashboard.clientloop.digital · 3 Oct 2026
Workflow: Clients use a magic link to upload files and complete forms without creating an account or installing an app.clientloop.digital · 3 Oct 2026
Features: Teams can create reusable document sets, build forms with tables, file fields and signatures, and schedule automatic reminders.clientloop.digital · 3 Oct 2026
Review: Teams can preview uploads, request changes, approve or reject submissions, and message clients on the relevant request.clientloop.digital · 3 Oct 2026
Integrations: The site lists built-in integrations for Calendly, Asana and Slack, plus connections through Zapier, n8n, Make, REST API and webhooks.clientloop.digital · 3 Oct 2026
API: The REST API supports creating requests, reading submission statuses and approvals, and webhook events report submissions and workflow changes; API and webhooks are included from Pro.clientloop.digital · 3 Oct 2026
Security: The maker says uploads are virus-scanned before storage, storage is encrypted, files are stored in the UK, and GDPR erasure, activity logs and role-based access are provided.clientloop.digital · 3 Oct 2026
API security: The developer page states that connections use TLS/HTTPS, files are encrypted at rest, workspaces are isolated, and API access uses a workspace-specific key.clientloop.digital · 3 Oct 2026
Data processing: The privacy policy says customers generally act as controller for workspace content and ClientLoop acts as processor, and that it does not sell personal data.clientloop.digital · 3 Oct 2026
Intended users: The product is positioned for client-heavy service work, including accountants, bookkeepers, agencies, law firms, mortgage brokers, financial advisers, recruiters and consultants.clientloop.digital · 3 Oct 2026
Limits: The free plan limits usage to 5 clients and 1 team member, while the listed paid tiers specify monthly upload and storage caps.clientloop.digital · 3 Oct 2026
Support: Priority support is listed as part of the Scale plan.clientloop.digital · 3 Oct 2026
Company: ClientLoop is a trading name of Pleesys Technology Limited, registered in England and Wales as company 17350856; its About page describes the team as founder-led and based in York.clientloop.digital · 3 Oct 2026