Clinked vs Moxo: Enterprise Client Portals Compared
Comparing Clinked and Moxo for secure, enterprise-grade client portals in professional services.
Tom Bradley
2026-02-25
Clinked and Moxo both target enterprise teams that need more than a shared folder and an email thread, but they solve the problem from different angles: Clinked is a white-label client portal built around document management and branded collaboration, while Moxo has repositioned itself as an AI orchestration platform where workflows drive client engagement rather than the other way around.
At a Glance
| Clinked | Moxo | |
|---|---|---|
| Primary focus | White-label client portal | AI-driven workflow orchestration |
| Founded | 2011 | — |
| Pricing | Custom / quote-based | Free tier + paid plans (pricing not public) |
| Free tier | No | Yes (50 workspaces, 100 AI credits/year) |
| White-label | Full white-label including mobile app | Custom domain + private-label app (add-on) |
| AI features | Limited | Core product (AI agents, automation) |
| Deployment | Cloud | Cloud, private cloud, on-premises |
| Compliance | ISO 27001 | SOC II, GDPR |
| Mobile app | Included | Included; private-label version is add-on |
| SDK / embeddable | API available | iOS, Android, JS, React Native, Cordova |
| Best for | Document-heavy client work (legal, finance, M&A) | Complex multi-step processes needing human + AI coordination |
Clinked
Clinked has been building client portals since 2011 and shows it. The product is mature and purpose-built for firms that need a branded, secure space to share files, manage tasks, and keep clients informed—without those clients ever realizing they're using third-party software.
White-label and branding is Clinked's strongest card. Every workspace can carry your brand: logos, colors, custom domain, and a mobile app that appears to be entirely yours. This matters enormously for professional services firms where client perception of polish is part of the service itself. Clinked serves 3,000+ businesses across 40 countries, with notable depth in accounting, legal, M&A, and financial services.
File management and document control are central. Clinked provides secure, searchable, structured file storage with granular access and permissions per workspace. Documents can be organized by client, project, or matter—and the mobile app syncs everything including offline access. Version control and audit trails are included.
Collaboration tools cover the basics well: task management with assignments and deadlines, threaded discussions, notifications and alerts, and client-facing messaging that keeps communication inside the portal rather than scattered across email. There's no native video conferencing, but integration with Google Workspace and Microsoft 365 covers that gap.
Integrations span 7,000+ connections via native integrations and Zapier, covering DocuSign, JotForm, and the full Google/Microsoft productivity suites. This breadth means Clinked can plug into most existing workflows without requiring a rip-and-replace.
Pricing is not publicly listed—Clinked operates on a custom quote model. This is common at the enterprise end of the market but makes it harder to evaluate without a sales conversation. There is no free tier or self-serve trial mentioned on their site.
Limitations: Clinked's workflow automation is relatively lightweight compared to Moxo. It handles task management and basic notifications well, but it isn't designed to orchestrate multi-step conditional processes or integrate AI agents into client workflows. If your work involves complex, branching approval chains or you want AI to handle intake and routing, Clinked will feel limited.
Moxo
Moxo's identity has shifted. It started as a client portal and has evolved into what it now calls an "AI orchestration platform"—a positioning that's either visionary or overwrought depending on your needs. In practice, it means Moxo treats workflows as the primary unit of organization, with client portals as the interface through which those workflows happen.
Workflow orchestration is genuinely more sophisticated than anything Clinked offers. Moxo supports conditional branching, decision branching, go-to actions, wait steps, business rules, subflows, and parallel processing via "shadow flows." You can model a complex onboarding process—document collection, review, approval, counter-signature, CRM sync—as a single reusable template that runs consistently every time. Clients like Procore, Scotiabank, and FIS appear in their case study library, suggesting the platform holds up at enterprise scale.
AI agents are integrated into workflows to handle preparation work: pre-filling data, validating submissions, routing work forward when criteria are met, and nudging participants who haven't acted. The pitch is that humans only touch decisions that require judgment; everything else moves automatically. The free tier includes 100 AI credits/year to experiment.
Client experience is handled through external portals accessible on web and mobile. Clients receive "magic link" access (email-based, no account required) on lower tiers, or full portal access on higher plans. The co-browsing feature—letting your team and a client fill out a form together during a video call—is unusual and genuinely useful for onboarding.
Pricing has three tiers based on storage allocation (10 GB, 25 GB, or 250 GB per active user), but dollar amounts are not published. The free tier includes 50 workspaces and 100 AI credits per year, which is enough to evaluate the product meaningfully. White-label features (private-label mobile app, custom domain and email server) are add-ons even on paid plans, not included by default.
Deployment flexibility is a real differentiator: Moxo supports on-premises, hybrid, and private cloud deployments, plus SDK embeds for teams that want to integrate the experience into their own product. SOC II and GDPR compliance are standard.
Limitations: Moxo's complexity is both a strength and a weakness. Teams that just want a clean place to share files and exchange messages with clients will find Moxo overbuilt. The workflow-first model requires investment in setup and template design—there's no "just share this folder with this client" simplicity. Pricing opacity and the add-on nature of white-labeling also make total cost of ownership harder to predict.
When to Choose Clinked
Clinked makes sense when your primary need is a polished, branded client-facing space for document exchange and ongoing communication. It's a strong fit for:
- Professional services firms (legal, accounting, M&A advisory, financial services) where files, approvals, and client updates are the core workflow
- Teams that need full white-label branding out of the box, including mobile, without add-on fees
- Organizations operating in regulated industries that require ISO 27001 compliance and a well-established audit trail
- Firms serving clients who are non-technical and need a simple, familiar interface for uploading documents and checking status
When to Choose Moxo
Moxo is a better fit when client interaction is part of a larger, repeatable operational process that involves multiple steps, multiple parties, and conditional logic:
- High-volume onboarding operations (financial institutions, solar installation, property management) where the same multi-step process runs hundreds of times a month
- Teams that want AI to handle intake, routing, and follow-up automatically rather than relying on manual chasing
- Organizations that need deployment flexibility—on-premises or private cloud—due to regulatory or security requirements
- Development teams building a custom embedded experience using Moxo's SDK rather than deploying a standalone portal
Bottom Line
Clinked wins on simplicity, branding purity, and document management depth. If you're a professional services firm that needs clients to see a polished portal with your name on it, and the core workflow is "share files, get approvals, send updates," Clinked is the more refined product for that job.
Moxo wins on process sophistication and AI integration. If your client-facing work is really a series of coordinated steps—intake, validation, review, counter-signature, handoff—and you want that process to run automatically with humans only involved at decision points, Moxo is built for exactly that and Clinked is not.
Neither publishes clear pricing, which is frustrating for buyers. Both are worth a demo before committing—but go into those demos knowing what you're optimizing for. Clinked will show you a beautiful branded portal; Moxo will show you a workflow that builds itself.