The form that never comes back
A missing answer means another email before you can start the job.
We wanted less
paperwork too
We built PORTALD for our own UK service business because collecting forms and documents took too much time. Customers got one checklist, and we could see what was missing. now gives your customers that same clarity, with your logo on it.
14 days free · No card needed
14 days
free, no card
£25 + VAT
a month on Solo
Your brand
your logo
app.portald.co.uk
Business dashboard
Welcome back, Sam
How customer portals work
Add customerNew checklist
Active customer portals
18 of 24 customers
1 invite waiting · 5 to invite
Ready to review
3 items
Open review queue
Waiting on customers
5 items
Still needed from customers
Invoices & Money
Up to date
16 linked to Xero
3 items to review
Customers have sent things for you to check.
5 items still needed
Checklist items your customers still need to send.
Checklists
Where every customer is
Open checklists
Sorted by who needs you first.
Tom Fielding
1 of 3 sent back · Reminded 2 Oct
1 to review
Send a reminder
Priya Shah
3 of 4 sent back
2 to review
Send a reminder
Joe Bloggs
0 of 2 sent back
Waiting 2 days
Send a reminder
4 customers have sent everything
Customer activity
What's been happening
View all
Proof of address
Checklist uploadbank-statement.pdf was uploaded for Proof of address.
Priya Shah · 15 Oct 2026
Your details
Form returnedTom Fielding returned this form.
Tom Fielding · 14 Oct 2026
New customer onboarding
Checklist sentA checklist was added to this customer portal.
Joe Bloggs · 13 Oct 2026
A real person when you need a hand
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.
Small tasks that add up
Chasing a form or finding a file only takes a few minutes. Do it all day and there is less time left for the business.
“Can you send that again?”
Finding and resending a file takes you away from the work in hand.
“Any update?”
A quick update becomes another interruption in a busy day.
example.portald.co.uk
Powered by PORTALD
Dashboard
Hello, Alex
2 things to do
Contract to reviewReview and accept Terms of business.
Invoice due£375.00 is currently due.
Your checklist
New customer onboarding
Upload or post the items below to complete your checklist.
1 thing to do2 of 3 sent
Photos of the job
Photos of the area we're working on.
Needed
Upload
Proof of address
A bill or bank statement from the last 3 months.
Sent – we’re checking it1 file uploaded
Files (1)
Your details
Received
View form
Financials
£375.00
Still to pay
1 invoice.
£465.00
Paid so far
Towards 4 invoices.
Plus £120.00 paid outside an invoice.
£190.00 paid in the last 30 days.
£840.00
Invoiced so far
5 invoices.
Keep the admin out of the way
Customers see what you need and send it through their portal. You find the answers, files and accepted terms on their record, without searching your inbox.
Add your logo and start with one customer. No developer, custom build or changes to your website.
A UK company you can look up
Our Companies House link is in the company details, and you can email us at hello@portald.co.uk.
Company details
PORTALD is a trading name of IT BOFFINS LTD, company number 12408554, registered in England and Wales.
Registered office: 20 Tanners Drive, Blakelands, Milton Keynes, England, MK14 5BN.
See whether it saves your business time
Try a request you already send. You have 14 days free, with no card needed. Keep it if less admin is worth £25 + VAT a month to you.