About
Clinked is a white-label client portal solution designed for businesses that need a secure, branded, and centralized hub for client collaboration. It replaces fragmented email threads and disconnected tools with a single platform where teams can manage documents, assign tasks, share files, and communicate with clients — all under your own branding. Each client workspace can be individually branded, giving every client a tailored, professional experience. The platform supports robust document management with structured file storage, version control, and searchable archives, alongside real-time messaging and comment threads that keep communication in context. Clinked's project management features provide full visibility into task status, assignments, and deadlines from a single dashboard. A mobile app ensures teams and clients can approve, upload, and collaborate on the go. With 7,000+ integrations spanning Google Workspace, Microsoft 365, Zapier, DocuSign, and JotForm, Clinked connects seamlessly into existing workflows. Security is central to the platform: AES-256 encryption, SOC 2 compliance, GDPR coverage, and HIPAA-ready document handling make it suitable for highly regulated industries such as accounting, legal, finance, healthcare, and government. It also offers a Virtual Data Room for managing and sharing confidential files with bank-grade security. Clinked is ideal for professional service firms, agencies, investment companies, and any business where client trust, branded experience, and secure document exchange are non-negotiable.
Key Features
- White-Label Branding: Fully customize the portal with your own branding — including per-client workspace branding — so every client feels they're in your ecosystem.
- Secure Document Management: Store, share, and organize files with structured folders, version control, and powerful search, all protected by AES-256 encryption and HIPAA/GDPR/SOC 2 compliance.
- Project & Task Management: Track task status, deadlines, and team assignments across all client projects from a unified dashboard without switching tools.
- 7,000+ Integrations: Connect to Google Workspace, Microsoft 365, Zapier, DocuSign, JotForm, and thousands of other apps to keep workflows unified.
- Mobile App: Approve documents, upload files, and manage projects from iOS and Android apps, enabling collaboration from anywhere.
Use Cases
- Accounting firms sharing financial documents and collecting client receipts securely without email chains.
- Legal and M&A teams using the Virtual Data Room to share confidential due diligence files with controlled access.
- Agencies managing multiple client projects with individual branded portals for each client.
- Healthcare organizations exchanging sensitive patient-related documents in a HIPAA-compliant environment.
- Investment and finance firms onboarding clients and managing ongoing collaboration through a secure, professional portal.
Pros
- Enterprise-Grade Security: AES-256 encryption, SOC 2, GDPR, and HIPAA compliance make Clinked suitable for regulated industries like legal, finance, and healthcare.
- Deep Customization: Per-client white-label branding creates a premium, professional experience without requiring any development work.
- All-in-One Platform: Replaces email, file-sharing services, and project tools with a single hub, reducing context-switching and client confusion.
- Broad Integration Ecosystem: 7,000+ integrations via Zapier and native connectors mean Clinked fits into virtually any existing tech stack.
Cons
- Paid-Only Access: No permanent free tier is available; access requires a paid subscription after the free trial period ends.
- Feature Depth May Overwhelm Smaller Teams: The breadth of document management, project tracking, and compliance features may feel excessive for very small teams with simple needs.
- Learning Curve for Initial Setup: Configuring white-label branding, permissions, and integrations per client workspace may require meaningful onboarding time.
Frequently Asked Questions
What is Clinked used for?
Clinked is used to create secure, branded client portals where businesses can manage documents, communicate with clients, track projects, and share files — all in one platform.
Is Clinked HIPAA and GDPR compliant?
Yes. Clinked is HIPAA-ready and GDPR-compliant, and also holds SOC 2 certification. All data is protected with AES-256 encryption.
Can I white-label Clinked with my own branding?
Yes. Clinked allows full white-label customization including custom logos, colors, and domain, with the ability to apply unique branding to each individual client workspace.
What integrations does Clinked support?
Clinked integrates with over 7,000 apps including Google Workspace, Microsoft 365, Zapier, DocuSign, and JotForm, enabling seamless connection to existing workflows.
Does Clinked have a mobile app?
Yes. Clinked offers mobile apps for iOS and Android, allowing teams and clients to upload files, approve documents, and collaborate from anywhere.
