“Did you get my document?”
Ask for it once. See when it arrives.
Client portal software for small businesses
Give customers one place to get things done.
Stop chasing forms, documents, signatures, updates and invoice questions across email.
- 14 days free
- No card needed
- Cancel anytime
Automatic portal branding
Upload your logo. We do the rest.
One upload. A fictional example shows how your portal changes.
Try it
example.portald.co.uk
Dashboard
Hello, Alex
Signed in as alex@example.co.uk
2 things to do
Here's what Example Services needs from you.
Finish New customer onboarding3 items: Customer details, signed agreement and 1 more.
Review your service updateCompletion photos and visit notes are ready.
These fictional examples are based on PORTALD features and are not customer endorsements.
“Customers can see exactly what I’m waiting for.”
Sarah
Independent florist
“Job photos now land against the right customer.”
James
Builder
“Records arrive in one place, not five email threads.”
Hannah
Accountant
“Clients sign and send documents without another attachment.”
Oliver
Solicitor
“New clients know what to do before our first call.”
Lucy
Business consultant
“We know what has arrived before an engineer sets off.”
Daniel
Heating engineer
“Approvals, files and updates share one client login.”
Sophie
Designer
“I spend far less time chasing forms.”
Tom
Joiner
“Missing monthly records stand out before things get urgent.”
Rebecca
Bookkeeper
“Customers upload certificates from their phone on site.”
Mark
Electrician
“Clients find proofs and invoices without messaging me.”
Emma
Photographer
“It looks like our business without a custom build.”
Ben
IT consultant
“Briefs and approvals no longer vanish into an inbox.”
Chloe
Studio owner
“Every survey document stays with the right property.”
George
Surveyor
“We can see who accepted an agreement and when.”
Rachel
Practice manager
“Access notes and job photos are ready before I arrive.”
Jack
Plumber
“Onboarding feels clear without a huge welcome email.”
Aisha
HR consultant
“One customer link replaced three different tools.”
Sam
Agency owner
“Plans, approvals and signed forms stay together.”
Katie
Architect
“The AI check shows us which uploads to review first.”
Matthew
Accountant
“Clients always know what is still needed.”
Laura
Solicitor
“We stopped searching WhatsApp for the latest site photo.”
Alex
Building contractor
“Customers save a form and come back when ready.”
Emily
Consultant
“Invoice questions dropped once customers could check online.”
Nathan
Contractor
“Measurements and photos arrive before we price the work.”
North Street Joinery
Joinery
“Records follow a clear list, not a January inbox pile.”
Hart & Field
Accounts
“Our portal matched our colours from the first logo upload.”
Example Services
Fictional demonstration
“Matter documents and accepted terms stay easy to find.”
Willow Legal
Legal services
“Feedback and final files now live in the same place.”
Salt & Shore
Creative studio
“Site documents are ready before the job reaches the diary.”
Cedar & Stone
Building firm
Less chasing
Stop chasing. See what’s done.
Every request and reply stays with the right customer.
Forms come back incomplete
Required fields and save-and-return keep customers moving.
The latest file is buried in email
Every file stays on the right customer record.
“Any update?” becomes another call
Post notes, photos and next steps in their portal.
Set up your portal
Your portal, ready in three steps.
Name it, upload your logo and PORTALD matches the colours.
No design skills needed
Your logo sets the look.
- 01
Name your portal
Choose the name and address customers will use.
- 02
Upload your logo
PORTALD picks up the main colour and builds the palette.
- 03
Invite your customers
Send invitations with everything you need from them.
Ready to start inviting customers?
Start freeOnline customer onboarding
Turn your process into a simple checklist.
Add the forms, files and agreements you need. Customers work through them in one place.
Invite
Ask
Complete
Review
Checklist builder2 items added
app.portald.co.uk/app/checklists/new
DashboardChecklistsNew checklist
Checklist builder
New customer onboarding
1
Name your checklist
Customers see this name when they log in.
Checklist name
New customer onboarding
2
Add what you need
Pick an item type, then add as many as you need.
Ask for a file
Add a form
Add a contract
Reuse an item
01Customer details formName, contact details and service notesFormRequired
02Supporting documentRecent project file or certificateFile uploadRequired
3
Save checklistChoose customers and send
You can reuse this checklist anytime.
Online signatures and agreements
Let customers sign forms and accept agreements online.
Add a signature field to a form or send a PDF for acceptance. PORTALD records who accepted it and when.
Signature fields in formsPDF agreement acceptanceWho accepted it and when
AI document checker
AI document checks that follow your instructions.
Tell PORTALD what you want checked in plain English. It reads the upload and gives your team a clear first answer before anyone opens the file.
Set the check once
“Tell PORTALD what you want to check, then leave the first pass to us.”
It flags what needs a closer look. Your team makes the final decision.
This fictional PORTALD product demonstration creates a service certificate checklist item and asks PORTALD to check that the job reference and completion date are present. The customer uploads an example PDF, PORTALD returns a first-pass note, and the business sees the result in its activity feed.
Built for customer-heavy work
The same portal. Shaped around your work.
If you collect forms, files or answers from customers, PORTALD can help.
Trades
Plumbers, electricians and builders
See an exampleCreative
Designers, consultants and photographers
See an exampleAccounts
Accountants and bookkeepers
See an exampleLegal
Solicitors and client-led firms
See an exampleBuilt by a UK small business after years of chasing the same customer paperwork.
Why we built itSimple pricing
Start free. Choose later.
Try PORTALD free for 14 days and start inviting customers.
- 14 days free
- No card needed
- Cancel anytime
Solo
£25
+ VAT / month
For sole traders and small teams with up to 100 customers.
- Branded customer portal
- Forms, files, checklists and signatures
- Optional AI checks
- 500 MB storage
Practice
Most popular£75
+ VAT / month
For growing firms with up to 1,000 customers.
- Everything in Solo
- 5 GB customer storage
- Verified custom domain
- Priority support
Enterprise
Let’s talk
Bespoke capacity
For larger teams that need guided onboarding and tailored limits.
- Fully branded customer portal
- Tailored customer and storage capacity
- Custom integrations
- Dedicated support
Before you start
Good to know.
No card, no code and no big setup project.
- 14 days free
- No card needed
- Cancel anytime
Do I need to be technical?
No. Name the portal, upload your logo and invite a customer. No code needed.
What does the AI document checker actually do?
Tell PORTALD what to look for. It returns a green, amber or red note so your team knows what to review first.
Can customers sign online?
Yes. Add a signature field to a form or send a PDF for acceptance. PORTALD records who accepted it and when.
Can I use my own web address?
Every portal starts on a branded PORTALD address. Practice and Enterprise plans can also use a verified custom domain.
What happens after the free trial?
Choose a plan only if you want to continue. Otherwise, the portal pauses when the 14-day trial ends.
Start with your own logo
See your own portal take shape.
Upload your logo, start inviting customers and move the work you usually chase into one place.
Start my free trial- 14 days free
- No card needed
- Cancel anytime
Personal walkthrough
What are you trying to stop chasing?
Tell us and we will shape the walkthrough around your work.