Give customers one place to send paperwork, fill in forms and sign agreements.
14 days free, no card to start. £25 + VAT a month only if you add a card and carry on.
Add your logo, make a checklist and send your customer a link. They can send you what you need and find what you’ve shared.
Add your logo and we’ll match the colours for you.
Write down what you need. Customers work through the list, and you can see what’s still missing.
Add files and photos for customers to open or download when they need them.
Tell AI what to check. It points out possible problems, and you decide what to accept.
Customers can find their invoices, download copies and see what they owe without asking you.
Customers just open your link and sign in. No app to install and no changes to your website.
See how we keep customer files private, or try the new customer checklist.
Not sure what you need? Our guide to choosing a customer portal explains what to look for and what it costs.
Describe what you need. Review it, then send.
I need the current gas safety certificate, a photo of the boiler and to know if there are carbon monoxide alarms.
Checklist name
Current gas safety certificate
Document · Upload
AI check: Dated within 12 monthsPhoto of the boiler
Photo · Upload
Are there any carbon monoxide alarms?
Question · Yes / No / Not sure
Ask AI to check whether a document is recent enough, has the details you need and is clear enough to read. You and your customer both see the result and the reason for it.
AI can make mistakes. It can't prove someone's identity or tell you whether a document is genuine. You still decide what to accept.
Try the example below. Nothing is uploaded or checked.
How AI document checks work
PORTALD support
Built and run in the UK
PORTALD is a trading name of IT BOFFINS LTD. Registered UK company 12408554.
Give customers somewhere to find their invoices, see what they owe and download copies. Paid invoices are there too. You still create invoices and take payments the way you do now.
See how it works with XeroGas certs, site photos, quotes to accept.
See it for plumbersClients fill in the brief before you start.
See it for designersSee who hasn’t sent their P60 yet.
See it for accountantsSensitive paperwork stays behind a login.
See it for solicitorsTry Solo with a real customer and see if it saves you time. AI document checks are included. No card needed, and nothing to pay unless you subscribe.
£25
+ VAT / month
14 days free. No card needed. Pay only if you subscribe.
For sole traders and small teams with up to 100 customers.
£75
+ VAT / month
For busier firms, with up to 1,000 customers at a time.
Enterprise, for more than 1,000 customers
Tell us what you need and we'll talk it through.
AI checks: up to 50 a day per customer, and 10 a day per document or form question. Anything over that is saved for you to check yourself.
It’s one place where customers send you paperwork and find what you’ve shared. They can fill in forms, upload files and sign agreements, all with your logo and colours. A checklist shows them what’s still needed.
If it works for you, subscribe. Solo is £25 + VAT a month. You don’t need a card to start and nothing is charged unless you subscribe. If you don’t, customer access pauses after 14 days.
Yes. Optional checks are included: up to 50 a day per customer, and 10 a day per document or form question. Anything over that is saved for you to check yourself. The final decision is always yours.
Customer access pauses after 14 days, but you can still sign in and your setup is kept. Subscribe whenever you’re ready to reopen the portal.
Your portal is live the moment you sign up. Add your logo, write one checklist and invite a customer. No developer, and no changes to your website.
Yes. They open your invite, set a password and use their phone browser. There’s no app to install. Paper documents can be posted with a cover sheet, and you mark them received.
Not automatically. You see what’s missing and how long it’s been waiting, so you can nudge the right customer. When you ask for another copy, the email includes your reason.
Document type, dates, visible details and whether it’s readable. You choose which requests get a check. It can’t confirm a document is genuine, check an external register or verify identity.
No. It gives a first opinion with a short reason, which your customer sees too. It can be wrong. You look at the upload and decide whether to approve it or ask for another copy.
Yes, on an active paid Practice or Enterprise plan. Use something like portal.yourfirm.co.uk. During the trial your portal lives at yourname.portald.co.uk, which stays available as a backup.
Customers only see their own portal. Files need a login and the right access, and there are no public file links. No online system is entirely risk-free, so our Trust page explains the safeguards.
Start with one customer and one checklist. Send them a link and see how it goes. No card needed, and nothing to pay unless you subscribe.
14 days free, no card to start. £25 + VAT a month only if you add a card and carry on.
Rather have someone show you first?