clientloop
PricingSign inComing soon
Built for advisors, CPAs, attorneys & coaches

Client accountability, without the back-and-forth.

Built for financial advisors.

Clientloop gives every client a shared workspace. You track what you owe them. They track what they owe you. A daily digest keeps everyone in the loop.

Coming soonSign in

Launching soon · Join the waitlist below

See how it works ↓
clientloop.app/workspace/sarah-chen
SC
Sarah Chen
Estate Planning Client
3 items pending
On me
Review beneficiary designations
Send updated proposal
Schedule annual review
On client
Upload last 3 years of tax returns
Sign engagement letter
Confirm mailing address
Daily digest · Sends at 6:00 PM
✓ Active
Sound familiar?

The follow-up problem is universal.

Clients go quiet after your meeting — and you don't know why.
You send follow-up emails that get buried or ignored.
You can't tell if it's you or your client holding up the process.
Your CRM is built for your notes. There's no place for the client's homework.

Clientloop is the only tool where your client sees exactly what they owe you — and you can prove it.

Who it's for

Built for anyone who manages client work.

Financial Advisors
Keep clients on track between reviews. Know exactly what's blocking the plan from moving forward.
Upload beneficiary forms
Sign financial plan
Upload tax returns → ShareFile link
Attorneys
Move matters forward without constant email follow-ups. Clients always know what's next.
Execute trust documents
Return signed retainer
Provide signed documents → DocuSign link
CPAs & Accountants
Stop chasing documents. Clients know exactly what they owe you and when tax season is coming.
Confirm prior year AGI
Review draft return
Send W-2s → Secure upload link
1:1 Coaches
Keep clients accountable between sessions. See exactly who's doing the work and who needs a nudge.
Complete weekly reflection exercise
Schedule next session
Review action plan → shared doc link
Everything you need

One workspace per client. Zero confusion.

Two-lane task board
Every client gets a shared workspace with an advisor lane and a client lane — no more chasing via email.
Automated digest emails
Clients receive a daily summary of everything pending on their side. One email, no noise.
Pre-meeting brief
One page showing every open item across all clients — walk into any call fully prepared in under 60 seconds.
Client workspace link
Share a private link with each client. They see only their tasks — no login required.
Secure file request links
Attach a link to any client task — ShareFile, Dropbox, DocuSign, whatever you already use. Clients know exactly where to go. You track whether it's done.
No client login required
Send your client a private link. They open it, see their tasks, check things off. No account, no password, no friction.
How it works

Set up in minutes. Close the loop every day.

01
Add a client
Create a client record in seconds. Pick a color, add their email.
02
Build the task board
Add tasks to your lane or theirs. Attach file request links. Set due dates where it matters.
03
Share the workspace link
Send your client a private link. No login required — they open it and see exactly what's on their plate.
04
Client gets notified
Your client receives a daily digest at 6 PM with everything on their plate. One email. No noise. Click through to their workspace and check it off.
Why Clientloop

Nothing else does this.

FeatureClientloopEmailCRM
Shared task visibility
Client-facing workspace
Automated daily digest
No client login required
Pre-meeting brief
Secure file request links
Task templates
See who's blocking progress
Pricing

Simple, flat-rate pricing.

No per-seat fees. No usage limits. Cancel anytime.

Monthly
AnnualSave 20%
Everything included
$50/mo
One flat rate. Every feature. No surprises.
  • Unlimited clients
  • Two-lane task board per client
  • Automated daily digest emails
  • Pre-meeting brief
  • Client workspace links (no login required)
  • Secure file request links
  • Task templates
  • CC email for couples / joint clients
  • Instant task notifications
Coming soon

Launching soon · Stay tuned

FAQ

Common questions.

Your clients have homework. Make sure they know it.

Start your 14-day free trial. No commitment, cancel anytime.

Coming soon

Launching soon · Stay tuned