For solo consultants and small firms
One portal your clients actually use
Loopdesk gives your clients one branded place to view files, sign off on deliverables, and pay invoices, so you stop chasing them across email.
Start Free Trial14-day free trial. No credit card required. Cancel any time.
What Loopdesk handles
Everything client-facing in one place
Project status, always current
Every project has a status your client can check without emailing you. Progress is always visible.
Files and approvals in one thread
Send a file, request a signature, collect feedback. Clients respond in the portal, not scattered across threads.
Invoices that get paid faster
Send invoices and collect payment inside the same portal where you deliver work. No separate billing tool needed.
Built for small consulting teams
Looks professional, runs quietly in the background
Fully branded with your firm identity
Your portal shows your firm name and colors, not ours. Clients see a polished experience that matches your brand.
Real-time notifications, both ways
Clients get email alerts when you share something new. You get notified the moment they approve or pay.
Clean separation between every client
Manage up to 20 active client projects without losing track. Each client sees only their own portal.
Consultants using Loopdesk
Small firms, cleaner client relationships
My clients stopped emailing me to ask where things stand. Everything they need is right there in the portal.
Sarah M.
Strategy consultant, 8 active clients
I used to send invoices through a separate app and files through email. Loopdesk pulled it all into one place.
Daniel R.
Marketing consultant, boutique firm of 3
Setup took an afternoon. My first client logged in the same day and approved a deliverable within the hour.
Priya K.
Operations consultant, solo practice
Simple, client-based pricing
Pick a plan, start a free 14-day trial
Everything you need to run a clean, professional client experience on your own.
Solo
Solo consultants managing a handful of clients
- ✓Up to 5 active client portals
- ✓File sharing, approvals, and invoicing
- ✓Branded portal with your firm name
More portals, status tracking, and faster support as your client list grows.
Studio
Growing firms juggling 10 to 15 client projects
- ✓Up to 15 active client portals
- ✓Everything in Solo, plus project status boards
- ✓Priority email support
Team seats and a custom domain so the whole portal feels fully owned by your firm.
Firm
Boutique firms with multiple consultants on staff
- ✓Up to 30 active client portals
- ✓Everything in Studio, plus team member seats
- ✓Custom domain for your client portal
Try it free for 14 days, no card needed
Start your 14-day trial with no credit card and no commitment. If Loopdesk is not the right fit, just walk away.
Common questions
Answers before you sign up
Do I need a credit card to start the free trial?
No credit card is required to start. Sign up, invite your first client, and explore the full product for 14 days. At the end of the trial you can choose a plan or simply stop.
How does the pricing work as I add more clients?
Plans are based on the number of active client portals you run. Solo covers up to 5, Studio up to 15, and Firm up to 30. You can upgrade at any time as your client list grows.
Can I put my own branding on the portal?
Your portal displays your firm name and colors. Clients see your brand, not Loopdesk. The Firm plan also supports a fully custom domain so the URL matches your firm website.
Does Loopdesk handle invoicing or do I need a separate tool?
Yes. Loopdesk has built-in invoicing so you can send, track, and collect payment inside the same portal where you deliver work. No third-party billing tool required.
Will my clients be able to see each other's files or projects?
Each client sees only their own portal. File access, project status, approvals, and invoices are scoped per client, so nothing leaks between accounts.
Your clients deserve better than an email thread
Start your free 14-day trial and have your first client portal live today. No card, no setup fee, no long-term contract.
Start Free Trial