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New Feature: Configurable Widgets
Anna Sayers
By Anna Sayers
on January 16, 2020

From a public roadmap client request to a development initiative, we are excited to share that our latest feature release of configurable activity dashboards is now live! 

Clinked Clients: Stories 2019
Anna Sayers
By Anna Sayers
on December 12, 2019

As it's coming towards the end of the year, we thought we would take some time to reflect on all of the great things that us, our clients and partners have been up to in 2019. From client visits across the globe to large conference events, it's been a year full of adventures, collaborative...

Signatures: Digital vs. Paper
Anna Sayers
By Anna Sayers
on November 21, 2019

Signatures are something that most of us are very familiar. We have to sign our names on documentation on a regular basis. Whether it's a receipt, contract or a birthday card. Like many things, signatures have evolved throughout history - adapting to modern technology and becoming more efficient...

Clinked's Client Knowledge Use Case (Coming Soon!)
Anna Sayers
By Anna Sayers
on November 14, 2019

If you use Clinked, it won’t come as a surprise that there are many use cases for a client portal. Different industries benefit significantly from using such a platform, particularly with all the advanced features that Clinked offers. We've been adjusting our internal use case of Clinked to move...

Help, I have a file and don't know how to share it?
Anna Sayers
By Anna Sayers
on November 7, 2019

File sharing can be a tedious topic. With so many different methods emerging for different file sharing needs, it can be difficult to know which ones to use in different situations - particularly to maintain secure channels to external parties. Luckily, it's where we at Clinked can help given...

Take Me Back: Napster 20 years later
Anna Sayers
By Anna Sayers
on October 17, 2019

In our office, a main topic of discussion that comes up alot is old school '90s/'00s technology. With me being born in the year 2000, I often look at everyone cluelessly - wondering what are they talking about. So our team thought it would be fun to bring these conversations into public viewing...

Accountants, Did You Know?
Anna Sayers
By Anna Sayers
on October 3, 2019

Did you know that you could be putting yourself, and your clients, at risk just by emailing a contract, invoice or receipt?

New Feature: Configurable File Column Views
Anna Sayers
By Anna Sayers
on September 25, 2019

What started as a customer request and great idea aligned with our product roadmap, is now fresh out of our developer’s hands and delivered to all! Inside Clinked, all folders can now be configured to display in column view high level information that is the most relevant to clients, team...

Group Chat: Teams & Clients
Anna Sayers
By Anna Sayers
on August 22, 2019

Communication forms the backbone of any team. The ways we work and communicate within our teams is transforming thanks to companies such as Slack, Yammer and countless other internal communication tools bringing easy to use functionality like group chat. These technologies are allowing employees...

Data Security: How to Ensure Client Data is Secure
Anna Sayers
By Anna Sayers
on August 9, 2019

Data security is a topic that we’ve all heard a lot over the past couple of years with the impact of GDPR that came into force May 2018. Despite all of the talk, there are still many companies, big and small, that are not compliant with the new laws. Many may face the consequences of hefty fines...

New Feature: Reach Out!
Anna Sayers
By Anna Sayers
on August 1, 2019

Reach Out is live and ready for use in your Clinked portals!

New JotFrom Integration Improvements
Anna Sayers
By Anna Sayers
on July 26, 2019

Clinked's integration with JotForm, a leading online form builder, has just got even better!

Jotform users have been able to integrate forms and receive submissions directly through their Clinked portal and, with some new improvements to this integration,  it is now also possible to store all of...

New Feature: File Request
Anna Sayers
By Anna Sayers
on July 24, 2019

We are always trying to improve Clinked by constantly adding new features that can help you and your team be even more productive. Recently we rolled out a new feature that allows you to request a file upload to a specific folder within your portal from both Clinked users and non members. 

Evolution of Client Relationships
Anna Sayers
By Anna Sayers
on July 10, 2019

Clients are the most important part of service organisations. Whether you’re in financial services or legal, without clients your business would struggle to succeed - which is why building and maintaining good relationships with clients is absolutely key to running a successful company.

How does Trillium Mutual Insurance Company use Clinked to improve client communication?
Anna Sayers
By Anna Sayers
on April 27, 2020

“The Clinked product has really helped us tie all of our loose ends together,  it's allowed us to have one information hub and one spot for everyone to go to whether that be an external partner or an internal partner. It's very easy to use, we've had nothing but great support from the Clinked...

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