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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 June 20, 2019

“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...

New Feature: One to One Chat
Anna Sayers
By Anna Sayers
on June 20, 2019

We are pleased to announce that one to one chat is live in Clinked!

This has been one of the most highly requested features from our active client base - so hopefully you're as excited for it's release as we are. In addition, we have also completely re-designed the entire user interface of the...

How To Create Your Own Client Portal (The Easy Way)
Anna Sayers
By Anna Sayers
on June 11, 2019

Whether you’re an investment advisor, accountant, lawyer or management consultant - a client portal can be a great addition to your business and is flexible enough to adapt to your particular company's needs. Helping to boost client satisfaction, increase employee productivity and saving...

New Feature: Time Tracking
Anna Sayers
By Anna Sayers
on April 29, 2019

Clinked's new time tracking feature automatically tracks the amount of time that you spend on projects based on task statuses. It works by calculating the hours from when a task status is set to in progress, to when a task it is completed. Time tracking is an ideal way to increase productivity...

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