A small building firm
Customers send job photos, fill in the new customer form and find their paperwork without ringing the office.
See how it fits a small building firmLess 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.
Start free trial
14 days free. No card needed. Then £25 + VAT/month on Solo, only if you subscribe.
- Your logo and colours, without a custom build.
- Clients use their phone browser. No app to install.
- Optional AI checks give you a first look at uploads. You decide.
example.portald.co.uk
Getting 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.
Start with the paperwork you already ask for
You don't need to move everything at once. These are examples of a first client request, not extra processes to learn.
A two-person accountancy practice
New clients complete the onboarding form, accept the engagement letter and upload their records before the first meeting.
See how it fits a two-person accountancy practiceA designer
Briefs, approvals and project updates sit in one client login, not spread across email and three other apps.
See how it fits a designerMainly collecting files? See the upload and review workflow. Need clients to find paperwork later? Explore the customer document portal.
Spot file problems sooner
Add an optional check to a request. It can flag old dates, missing details or the wrong file before they hold up work. You make the final decision.
Explore the AI document checker- 01
Say what to check
Write a short instruction on the file request.
- 02
AI gives a first look
You and the client see a result with a reason.
- 03
You decide
Review the file, then approve it or ask for another copy.
Three steps to your first request
Start with one form or file you already ask clients for.
- 01
Make it yours
Create your account and add your logo. PORTALD picks a colour, which you can change.
- 02
Ask for one thing
Add a client and a checklist for the form, file or contract you need.
- 03
Send the invite
They set a password and work through their list. You see what is ready to review.
A few useful answers
What happens after the free trial?
You get 14 days on Solo, with no card needed. Only pay if you subscribe: Solo is £25 + VAT a month. Otherwise, client access pauses and your setup stays saved.
Do I need a developer or a new website?
No. Your portal gets an address like yourname.portald.co.uk. Your website stays as it is. Your own domain is available on an active paid Practice or Enterprise plan.
What will my clients see?
Your branded login and a list of what you need. Forms, files, contracts and updates are all there. Try the sample upload above to see it from their side.
Is it worth it for a sole trader?
Solo covers up to 100 active customers and 500 MB of storage for £25 + VAT a month. Use the trial to see whether less chasing is worth that to you. Team access is included.
Will it look like my business?
Yes. Your logo, name and colours appear on the portal and invite emails. A small 'powered by PORTALD' credit stays in the footer.
What does a client portal replace?
It brings your forms, file requests and agreements into one place. It can show connected Xero invoices, but doesn't create invoices or take customer payments.
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.
Try it on your next client request
See whether fewer messages and less chasing save you time. You have 14 days free to try it with real work.
Start free trialNo card needed. Solo: £25 + VAT/month if you subscribe.