PORTALD Editorial Team
The PORTALD Editorial Team is the shared byline for guides published by PORTALD. These articles explain common customer paperwork tasks and how they fit into a small business's workflow.
The team's guides cover industry checklists, document requests, electronic signatures and cancellation rights. Where a guide discusses rules or requirements, it links to the relevant primary sources so readers can check the detail for their situation.
Guides are published by PORTALD, operated by IT BOFFINS LTD. They provide practical information, with product examples clearly identified. Each guide shows when its content was last updated.
Have a correction or a question about a guide? Contact PORTALD. You can also read about PORTALD and why we built it. Follow PORTALD on LinkedIn for company updates.
Guides by PORTALD Editorial Team
8 min read
Plan a solicitor's new-client checklist
A staged checklist and sample request for small law firms, with clear boundaries between collecting paperwork and completing professional checks.
Read the guide5 min read
Are electronic signatures legal in the UK?
What the law says about e-signatures, which documents need extra care, and how to keep a clear record.
Read the guide6 min read
How to collect ID from clients safely
When you have to check ID, how to collect it without email or WhatsApp, and how long to keep it.
Read the guide6 min read
The 14-day cancellation rules for online sign-ups
What the 14-day cancellation right means for services, what to tell customers, and how to start work sooner.
Read the guide7 min read
New client checklist for accountants
Clearance, engagement letter, ID and AML checks, HMRC authorisation and the first records, as one list you send to every new client.
Read the guide