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What is Clinked?
Clinked is a secure, white-label collaboration platform for businesses that need to work with clients, teams and partners in one branded space. Rather than scattering files, conversations, tasks and approvals across email and separate tools, it brings them together in shared workspaces that carry your own logo, colours and domain.
What it is used for
- Client portals: a branded space where clients see files, conversations, tasks and approvals together, reducing back-and-forth email.
- File management and document approvals: files are organised, shared with access controls, and the latest version stays easy to find.
- Project management: tasks and deadlines are assigned and tracked so everyone knows the next step.
- Virtual data rooms: a controlled environment for confidential documents in due diligence and transactions such as M&A or private equity deals.
- Custom portals: tailored changes to interface, integrations or features, which the site notes requires an Enterprise subscription plus a separate build cost.
Who it suits
It fits professional services firms, agencies and deal teams that want client-facing collaboration to look like their own business rather than a third-party tool. The white-label branding, own-domain access and branded mobile app matter most to organisations where the client experience is part of the service. Teams that mainly need internal task tracking will find the client-portal and data-room framing heavier than necessary.
Trade-offs to weigh
Branding and control come with setup effort: domain configuration, branding across workspaces, and deciding access rules take planning before launch. The custom portal option adds cost and a build cycle, so it makes sense only when standard configuration genuinely falls short. Security features such as encryption in transit and at rest, access controls and audit trails are described on the site, but the specific hosting options and plan requirements should be checked against your own compliance needs.
As a next step, list the two or three workflows you most want to move out of email—for example client file sharing or deal document review—and confirm during a trial that those work end to end under your branding before committing.
How does Clinked's white-label branding help my business present a professional client portal?
Clinked's white-label branding makes the client portal look like your own service rather than a third-party tool. According to the site, you can apply your logo and colours to workspaces, use your own domain, and brand email notifications and the mobile app, so clients see your business at every touchpoint. Access controls let you decide who sees which shared work, which matters when different clients or partners use the same platform.
Where branding pays off in practice
- Client onboarding: A new client logging into a portal under your domain, with your logo, treats it as part of your service. That reduces the "what is this tool?" friction that generic portals create.
- Confidential work: For due diligence or deal rooms, a branded, access-controlled space signals that the environment is deliberate and managed, not improvised.
- Consistency across touchpoints: Branded email notifications and the mobile app keep the experience coherent when clients check updates on their phones.
The trade-off is that branding does not replace portal design or content discipline. A branded space still needs clear file structures, sensible task lists and defined approval steps; Clinked provides the container, but you choose what goes in it. Custom Portal work, which the site says requires an Enterprise subscription plus a separate build cost, is only worth considering if standard branding and configuration fall short.
A practical next step
Map one client journey (kickoff, document exchange, approval, close-out) and check that each step works inside a branded workspace with your domain and access rules. If a step needs interface changes or integrations beyond native options and Zapier, that is the signal to evaluate the Custom Portal path rather than assume branding alone covers it.
How can I control who sees and accesses the files I share with clients in Clinked?
Clinked handles this through role-based access controls and audit trails, plus branding options that keep the client-facing view consistent. According to the site, it encrypts information in transit and at rest, lets you manage who can see and work with shared content, and records activity in audit trails (Clinked). The practical approach is to define access at the workspace or portal level first, then narrow it per file or folder.
A workable setup for client file sharing
- Create a dedicated client workspace or portal rather than sharing from a general team area. The site describes branded client portals as a space for files, conversations, tasks and approvals together, which keeps each client's material separated by design.
- Assign roles by function. Give the client contact a role that allows viewing and commenting on deliverables but not editing source files; keep upload and edit rights with your internal team.
- Apply per-file or per-folder permissions for sensitive items such as contracts or pricing sheets, so access isn't inherited by everyone in the workspace.
- Use a virtual data room for confidential material. Clinked positions this for controlled document sharing, due diligence and transactions like M&A and private equity deals — a stricter environment than an everyday client portal.
- Review audit trails periodically. Activity records let you confirm who opened or changed a file, which matters when a client disputes what they received.
- Turn on the mobile app deliberately. It lets teams and clients upload files, review updates, approve work and comment on projects remotely; decide whether client-side mobile access fits your confidentiality policy before enabling it.
Choosing between the three options
| Option | Best for | Trade-off |
|---|---|---|
| Client Portal | Ongoing client collaboration on files, tasks and approvals | Broadest access; needs disciplined per-file permissions |
| Virtual Data Room | Confidential sharing, due diligence, deal work | More controlled, but heavier for routine updates |
| Custom Portal | Firms needing interface, integration or feature changes | Requires an Enterprise subscription plus a separate build cost, per the site |
A concrete scenario
An accountancy firm shares quarterly statements with 40 clients. Each client gets their own branded portal with view-and-comment rights; the firm's preparers hold edit rights; signed engagement letters sit in a folder restricted to the partner and the client's director. Audit trails answer the inevitable "I never received that" query.
A useful next step is to map your file types into three tiers — routine, sensitive, confidential — and assign each tier a default permission level before you invite any client. For the underlying controls, see Clinked's security page; if your clients already work inside Microsoft 365, compare permission models with Microsoft SharePoint before committing, since mismatched expectations cause most sharing mistakes.
What is the difference between Clinked's Client Portal, Custom Portal and Virtual Data Room options?
Clinked's three options differ mainly in how much tailoring you get and how tightly access is controlled, not in the underlying collaboration features. All three are built on the same platform—files, conversations, tasks and approvals in branded spaces—so the choice comes down to audience and confidentiality.
How the options compare
| Option | What it is | Best for | Main trade-off |
|---|---|---|---|
| Client Portal | A branded space for everyday client collaboration, with files, conversations, tasks and approvals together | Ongoing client work where you want fewer emails and one shared place | Standard configuration; you brand it but don't reshape it |
| Custom Portal | A tailored solution on Clinked's core platform, with changes to interface, integrations or features | Businesses whose workflows don't fit the standard portal | Requires an Enterprise subscription plus a separate build cost, per the site |
| Virtual Data Room | A controlled environment for confidential document sharing, due diligence and transactions such as M&A and private equity deals | Deal teams, advisers and counterparties exchanging sensitive documents | Built for controlled disclosure rather than day-to-day collaboration |
Choosing between them
Start with the relationship, not the feature list. If you're running an ongoing engagement—an accountancy firm sharing monthly reports, an agency tracking approvals—the Client Portal fits, because its value is keeping clients in the loop in one branded place. If your process has a shape the standard portal can't express (a specific approval chain, a particular integration), the Custom Portal is the route, but budget for the build cost and Enterprise tier the site describes. If the work is a transaction with a defined audience and a closing date, the Virtual Data Room's access controls and audit trails matter more than collaboration features.
A practical next step: list who needs access, for how long, and what they must be able to do. If the answer is "clients, indefinitely, comment and approve," choose the Client Portal. If it's "a changing set of parties, for a few weeks, read and review," the Virtual Data Room is the closer fit. Across all three, branding, your own domain, email notifications and mobile access are part of the offering, and the site notes encryption in transit and at rest plus audit trails—worth confirming against your own security requirements before committing.
How much does Clinked cost and is there a free trial available?
Clinked's page does not list specific prices, so I can't give you a figure. What it does show is that a free trial exists: the site's pricing signals reference "free trial," and the "Get Started" and "Pricing" links lead to pricing pages where current plans and trial terms are set out. Treat any number you see quoted elsewhere as unverified until you confirm it on Clinked's own pricing page.
What the page does say about cost structure
- Plan tiers are implied, not priced. The site describes distinct offerings — Client Portal, Custom Portal and Virtual Data Room — which suggests you choose by use case rather than a single flat seat price.
- Custom Portal carries extra cost. The page states plainly that a Custom Portal requires an Enterprise subscription plus a separate build cost. That is the one concrete pricing fact on the page, and it matters if you need interface changes, integrations or bespoke features.
- Features are bundled by plan. Branding (logo, colours, custom domain), branded file sharing, white-label mobile app and security controls such as encryption, access controls and audit trails are presented as capabilities to check against your plan, not as universal inclusions.
How to decide
If you are a professional-services firm wanting a branded client space for files, conversations, tasks and approvals, start the free trial on the Client Portal tier and test the branded experience with one real client. If you need modified workflows or integrations, ask for Enterprise pricing and a build estimate together — the build cost is separate and can dominate the total. If your need is confidential document sharing for due diligence or a transaction, evaluate the Virtual Data Room tier against its access controls and audit trails rather than the general collaboration plans.
The practical next step is to confirm three things before committing: the per-user or per-workspace basis of billing, what the trial includes and how long it runs, and whether branding and the mobile app sit in your intended tier or cost extra.
How can I integrate Clinked with the tools my business already uses, like file storage and document signing?
Clinked supports integration in two main ways: native connectors for file storage, document signing and embedded content, and broader connections through Zapier. The page also notes that deeper changes to integrations can be built as part of a Custom Portal, which requires an Enterprise subscription plus a separate build cost.
Native integrations
- File storage: Connect Clinked to the storage tools your business already relies on, so files can stay where they are while appearing in your Clinked workspaces.
- Document signing: Link a signing tool so approvals and signatures happen alongside the document, rather than in a separate email thread.
- Embedded content: Pull outside content into Clinked spaces instead of switching between tabs.
Zapier connections
For tools without a native connector, Zapier can bridge Clinked to the rest of your stack. This suits common triggers such as a new file, a task update or a client action that should notify another system. Expect simpler, event-based connections here rather than deep two-way syncing.
Choosing between them
| Need | Better fit |
|---|---|
| Files should remain in your existing storage | Native file storage integration |
| Signatures tied to documents in a client workspace | Native document signing |
| A tool with no native connector | Zapier |
| Custom interface or feature changes | Custom Portal (Enterprise plus build cost) |
A practical next step
List the tools your team opens daily, then mark each as "must stay in place" or "can move into Clinked." Tools in the first group are integration candidates; tools in the second may not need connecting at all. For a client-facing example: a small advisory firm could keep documents in its existing storage, connect its signing tool so engagement letters are approved inside the branded client portal, and use Zapier to post task updates into its chat tool. Before committing, confirm which native integrations exist for your specific providers and review the security, hosting and plan requirements that apply to your business, since access controls and audit trails matter most when client files are involved.
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