A client portal in your branding for forms, files and signatures. Customers get one clear checklist, you see what's missing, and you get back to paid work.
14 days free, no card to start. £25 + VAT a month only if you add a card and carry on.
Customers upload their documents. You see what's arrived.
Turn on an AI check for any request and each upload gets a quick first look. If a document is out of date or missing something, your customer is told why and can send a better copy straight away. You still make the final call.
Try it with the sample bank statement.
How AI document checks workGetting started
Just a few things before we start.
Bank statement
From the last 3 months
Needed
Photo ID
Sent – we’re checking it
Your details
Received
Job terms
Received
Alex has one thing left to send
Sample information and a simulated AI result. No file is uploaded.
Stuck on your first checklist or AI check? Email us, or book a short walkthrough.
Book a walkthroughPORTALD support
Built and run in the UK
PORTALD is a trading name of IT BOFFINS LTD. Registered UK company 12408554.
Add your logo, write a checklist and invite one customer. Nothing changes on your website, and customers just use their phone browser.
Your portal takes your logo and colours, at an address like yourname.portald.co.uk.
List the forms, files and contracts you usually ask customers for.
Customers sign in and work through it. You see what's arrived and what's still missing.
Checklist
Optional. Describe it in a sentence and AI drafts the items for you to check.
Annual gas safety visit: the current certificate, a photo of the boiler and whether there are carbon monoxide alarms.
Customers see this name and your instructions when they log in.
Checklist name
Annual gas safety visit
Add each thing you need.
Current gas safety certificate
Upload
Photo of the boiler
Upload
Are there any carbon monoxide alarms?
Yes / No / Not sure
Connect Xero once and every customer sees their own invoices in your portal, paid ones included. They can download a copy whenever they like, without asking you.
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 solicitorsStart on Solo, with optional AI checks included. No card needed, and nothing to pay unless you subscribe. Two weeks is plenty to see whether less admin is worth £25 + VAT a month to you.
Solo
Free trial starts here£0
today · 14 days free
Then £25 + VAT/month, only if you subscribe.
For sole traders and small teams with up to 100 customers.
Practice
Your own web address£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.
A client portal is a private online space where customers send you paperwork and find what you’ve shared. PORTALD puts forms, files, signatures and updates under your branding, with a checklist that shows each customer 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.
Send one customer a checklist you'd normally email. Give it 14 days and see how much chasing it saves you. 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?