ClientLoop
6.7#13 in client intake softwareFrom £35 a monthFree planWebAPI
VisitClientLoop vs PlatoForms
PlatoForms
7.7#2 in client intake softwareFrom $10 a monthFree planAndroidWebAPI
VisitWhat both publish
| Fact | ClientLoop | PlatoForms |
|---|---|---|
| API | The REST API supports creating requests, reading submission statuses and approvals, and webhook events report submissions and workflow changes; API and webhooks are included from Pro. | Its REST APIs support programmatic submissions, prefilled fields, completed-PDF webhooks, invitations, and form management. |
| Headquarters | York, England, United Kingdom | Sydney, Australia |
| Integrations | The site lists built-in integrations for Calendly, Asana and Slack, plus connections through Zapier, n8n, Make, REST API and webhooks. | Native connections include Slack, Google Drive, Dropbox, OneDrive, Box, Stripe, PayPal and Square, while Zapier and Make provide broader app connectivity. |
| Security | The maker says uploads are virus-scanned before storage, storage is encrypted, files are stored in the UK, and GDPR erasure, activity logs and role-based access are provided. | The Trust Center states that data in transit uses TLS 1.2 or higher with 256-bit encryption and stored data uses AES-256 encryption. |
ClientLoop plans
- FreeFree
- Essentials£35 a month
- Pro£69 a month
- Scale£149 a month
- EnterprisePriced on request
PlatoForms plans
- FreeFree
- Bronze$10 a month
- Silver$30 a month
- Gold$80 a month
Pick ClientLoop if…
ClientLoop is positioned for client-heavy service work, including accountants, agencies, law firms, advisers, recruiters and consultants. It may suit teams that need a branded way to gather and review client documents and forms.
Pick PlatoForms if…
PlatoForms suits teams that need to turn PDFs into online forms, collect submissions or payments, and route documents through approvals. The company says it is used by healthcare providers, schools, legal teams, enterprises, and public-sector organizations.