Less paperwork admin. More time for your business.
Collect forms, files and signatures in one place. Pick the task that takes up most of your time and see how PORTALD can help.
- 14 days free
- No card to start
- You choose whether to carry on
See if it's the right document before you open it
You ask for this year's gas safety certificate and get last year's. Or a blurry photo.
See how it worksFind the paperwork without searching your inbox
A customer document portal keeps files, forms and signed agreements together under each customer's name. They can find their paperwork and check progress.
See how it worksGet customer files without the email trail
A secure document upload portal gives customers a signed-in place to send the files you need. They upload from their phone or computer, and each file stays with its named request, ready for you to review.
See how it worksLess admin. More time for your business
Give clients one place for forms, files and signatures, under your own logo. Set up your client portal without a developer or changes to your website, then see what's missing without searching messages.
See how it worksGet customers ready without the back-and-forth
Put the forms, documents and terms for a new customer on one checklist. They can see what to do, and you can see what's missing.
See how it worksKnow what is missing before it holds you up
Ask for each document by name and see what has arrived, what needs checking and what's still missing. Spend less time tracking files and follow up with the people who actually need a nudge.
See how it worksGet the answers without another follow-up email
Build a form with the questions you need, and make key answers required. Customers complete it in your portal, with files and signatures alongside their answers.
See how it worksTry it with one customer
Add your logo and send a request you would normally email. Use the trial to see whether it saves you time.
14 days free. No card to start. If you carry on, Solo is £25 + VAT a month.