Clinked

Bring client files, communication, and project work together in a secure, branded workspace to keep clients and teams connected.

Control access to sensitive deal documents, track stakeholder activity, and coordinate due diligence in a branded, secure workspace.

Get a secure, branded client portal shaped around your workflows, requirements, and client experience.

Connect Clinked portals with other software to synchronize communication, files, tasks, users, and activity across systems.

Branded, secure self-service portals that enable client collaboration, approvals, real-time project visibility, and controlled access to project data.

Products: Clinked API, Clinked Client Portal, Custom Portal

Capabilities for organizing, sharing, and controlling documents through secure storage, permissions, version tracking, approvals, and activity records.

Products: Clinked API, Clinked Client Portal, Clinked Virtual Data Room, Custom Portal

Secure, permissioned collaboration and document management for sell-side and buy-side due diligence with audit trails, watermarking, redaction, and mobile access.

Products: Clinked Virtual Data Room

Capabilities that enable teams to coordinate tasks, communicate context, and manage day-to-day work with shared boards, real-time collaboration, and centralized task tracking.

Products: Clinked API, Clinked Client Portal, Custom Portal

Clinked Client Portal

Clinked Client Portal is a secure, branded online workspace for businesses to manage client communication, share and organize files, collaborate on projects, and coordinate tasks in one place. Teams can tailor the portal with branding, domains, configurable dashboards, and workflows. Features include document approvals, activity tracking, real-time messaging, mobile access, integrations, and controls for sharing content with clients and other external collaborators. Its iOS and Android apps mirror the desktop portal and let users upload files, review updates, approve work, and comment on projects while away from their desks. Enterprise plans can include a white-label mobile app.

• Bring Client Work Into One Place
  Give clients and teams a shared workspace for communication, documents, and project activity instead of managing these interactions across scattered tools.
• Organize And Share Client Documents
  Keep client documents accessible in the portal. Preview files without downloading them, track versions, prevent conflicting edits with file locking, and locate content using search.
• Keep Clients And Teams Connected
  Support ongoing client and team conversations with real-time messaging, mentions, comments, and notifications, helping participants stay informed and collaborate in the portal.
• Coordinate Tasks And Project Progress
  Assign work, set deadlines, and track progress in a shared workspace so teams can organize project activity and keep clients informed.
• Present A Portal That Matches Your Brand
  Reflect your business identity in the client experience using branding options such as logos, colors, custom domains, and branded portal interfaces, including a white-label mobile app option for enterprise plans.
• Control Who Can Access Shared Content
  Give clients, members, and occasional external collaborators access to the specific content they need, with permissions and guest-sharing controls.
• Protect Client Information And Portal Activity
  Use portal access controls, recorded activity, and the security measures and standards identified in Clinked's product information to support the handling of client documents and interactions.
• Track Document Reviews And Decisions
  Keep reviews and sign-offs organized in the portal. Track the status and outcome of document approvals and reduce the need for follow-up email chains.
• Review Portal Activity And Changes
  Use a recorded history of actions and changes to review document and user activity and provide a clear account of portal events.
• Continue Portal Work While On The Go
  Let clients and teams use portal features from mobile devices, including messaging, file uploads, task updates, project comments, file review, approvals, and notifications.
• Surface The Information Teams Need
  Arrange dashboard widgets to highlight frequently used information and create views tailored to different teams.
• Connect Portal Workflows With Other Tools
  Link the portal with named services and other software using integrations, Zapier, or APIs to support connected file and workflow activity.
• Guide Clients Through Initial Setup
  Use portal-based documents, forms, signing, and task assignments to organize client setup and initial communication.
• Serve Users In 14 Languages
  Provide portal access in supported languages for users across different language preferences.
• Show External Content In The Workspace
  Keep relevant web-based content accessible in the portal by embedding supported external content directly into notes or the workspace.

Clinked Virtual Data Room

Clinked Virtual Data Room is a secure online workspace for managing confidential documents and high-stakes transactions, including M&A and due diligence. It combines granular access controls, activity tracking, document redaction, dynamic watermarking, NDA acceptance, and structured Q&A. Teams can organize and share deal documents, invite stakeholders with tailored permissions, and track activity in real time. The service offers white-label branding, a mobile app, data room archiving, and public or private cloud hosting options.

• Control Access To Sensitive Deal Files
  Give buyers, sellers, investors, lawyers, and auditors access based on their roles and needs, with controls over the actions they can take on each file.
• Protect Confidential Deal Information
  Use encryption for stored and transferred documents, alongside the stated security certifications, to protect sensitive transaction information.
• Track Document Activity And User Actions
  Monitor activity across the data room and retain an audit record that helps teams see progress and document actions during due diligence and after closing.
• Hide Sensitive Details Before Sharing
  Protect sensitive details in documents shared with reviewers while retaining relevant context for their review.
• Trace Watermarked Document Copies
  Identify the viewer and viewing context on document pages to support traceability when sensitive files are shared.
• Manage Trackable Deal Questions
  Keep document-related questions and responses organized and traceable so deal teams can address issues during due diligence.
• Organize Deal Documents In One Workspace
  Give transaction participants a central place to access and review deal information, with document versions kept organized and files viewable without downloading.
• Require NDA Acceptance Before Access
  Gate sensitive documents behind NDA acceptance, retain a record of signing, and block users who do not accept the terms.
• Preserve Deal Records After Closing
  Create a complete record of the data room, including Q&A, to support post-deal compliance and preserve transaction documentation.
• Choose Hosting To Match Your Risk Profile
  Select public cloud hosting or an option for private cloud hosting with IP restrictions and geo-based access, as described for regulated industries and cross-border transactions.
• Present Deals In Your Branded Workspace
  Provide stakeholders with a branded online data room using a custom domain and white-label presentation.
• Review And Coordinate Deals On The Go
  Access deal workflows through the mobile app to review documents, approve work, and communicate while away from a desktop.
• Prepare Your Data Room For Due Diligence
  Get help planning and structuring the data room before reviewers begin their due diligence.
• Create Unlimited Data Rooms
  The VDR offering allows teams to create unlimited data rooms.

Custom Portal

Clinked plans, designs, and launches a secure, white-label client portal tailored to a business’s workflows, integrations, requirements, and desired client experience. The process covers gap analysis, mockups and wireframes, feature-by-feature cost estimates, MVP definition, and a statement of work before delivery. The offering requires an Enterprise subscription and a separate build cost.

Category: Custom Software Development Services

• Deliver A Portal That Reflects Your Brand
  Provide clients with a branded portal experience designed to reflect the organization’s identity and requirements.
• Align The Portal With Your Workflows
  Shape the portal around the workflows and requirements the business identifies, including its client experience needs.
• Plan Scope, Priorities, And Delivery
  Review requirements against standard capabilities, design mockups and wireframes, estimate costs by feature, define the MVP, and agree on a statement of work before development moves into delivery.
• Bring Client Work Into One Workspace
  Centralize documents, client communication, and collaboration in a structured, branded portal experience.
• Adapt Functionality To Your Requirements
  Include functionality and integrations tailored to the organization’s needs, beyond what is available in a standard client portal.
• Connect Clients And Teams In Real Time
  Enable teams, clients, and stakeholders to communicate through secure real-time group or one-to-one messaging.
• Support Recognized Security Standards
  Clinked states that its portal aligns with recognized industry standards, including GDPR, SAS70, and PCI.
• Stay Informed About Relevant Changes
  Follow specific files, discussions, and content to receive update notifications and track comments or new document versions.
• Manage Portal Work From Mobile
  Use the mobile app to communicate with clients, tick off tasks, review files, and approve work.
• Show External Content In The Workspace
  Embed external content directly in the workspace so users can access it without leaving the portal for another tab.

Clinked API

Clinked API enables developers to connect client portals with third-party or in-house software. It supports messaging, discussions, events, tasks, files, user and group data, permissions, and activity notifications, helping synchronize portal information with connected systems.

• Upload Files To Client Portals
  Upload files from connected software and store them securely in Clinked client portals.
• Synchronize Users And Create Spaces
  Synchronize users and groups between Clinked and existing software, and automatically create a space for a new customer.
• Connect Messaging Across Systems
  Exchange instant messages between Clinked portals and connected software.
• Synchronize Discussions And Updates
  Create or synchronize discussions and receive replies and updates through connected software, keeping portal conversations accessible across systems.
• Assign Tasks Across Systems
  Use connected software to assign tasks within the Clinked portal.
• Manage Permissions And Track Updates
  Manage file and user permissions and receive notifications about portal updates and changes through connected software.
• Import Events Into Clinked
  Bring events from connected third-party or in-house software into Clinked.
• Access Synced Portal Content On Mobile
  Access API-connected portal updates, files, tasks, and discussions through Clinked’s mobile applications.