Give every new client one place to complete forms, upload documents and accept your terms before work starts. Reuse your onboarding checklist, review what arrives and see exactly what's missing without searching email threads.
14 days free. No card needed.
Reuse one onboarding checklist for the next customer.
Review forms, documents and accepted terms in one customer record.
Spot missing items and ask for a replacement with a clear reason.
A customer portal with your logo and colours.
Checklist
New customer onboarding
Please send these over so we can get started.
Proof of address
A bill or bank statement from the last 3 months.
Terms of business
New customer details
Try one request you normally send by email. 14 days free, no card needed.
A clear checklist beats a welcome email full of attachments. Customers know what's needed before you start.
Forms, file requests and terms sit together. Customers work through the list rather than finding separate links.
Collect client details, records and engagement-letter acceptance before the first deadline.
Completed forms, uploads and accepted terms stay on their record. See the version and date of each acceptance.
Ask for boiler photos, access notes and accepted terms before the install.
Review each submission before treating it as complete. If a file is unclear or covers the wrong dates, ask for another copy with a reason.
Get the brief and key contacts together before the first meeting.
Start with a short list, explain the dates and format for each file, then review what arrives. Use our example checklist and request message to prepare your next customer request.
How to collect documents from clientsStart with the details you need before the first meeting or visit. Keep the list short enough for a customer to work through.
Add your customer-details form, document requests and terms. For each upload, say which document you need, the dates it must cover and what makes a usable copy.
Add the customer, invite them to your branded portal and send their checklist. They sign in to complete forms, upload files and accept the terms.
Check the answers and uploads. Approve usable items or ask for a replacement with a reason, then follow up on what is still outstanding.
Build your usual welcome checklist and try it with one customer. You have 14 days free to see the difference.
14 days free. No card needed. Solo is £25 + VAT/month if you subscribe.
A customer onboarding portal is a shared place for the information and agreements you need before starting work. In PORTALD, a new client signs in to complete a checklist of forms, uploads and terms, while your team reviews the submissions.
Start with contact details, the brief or service requirements, the documents needed for this piece of work and your terms for acceptance. Explain the date range and format for each document, and leave out anything you do not need.
Yes. Add a drawn signature to a form, or send a PDF contract for online acceptance. You can see who accepted it, which version and when.
Owners and admins can choose Send a reminder for customers with outstanding checklist items. Your dashboard shows what is missing and when a customer was last reminded. Reminders are sent when you choose; there is no automatic schedule.
Yes, if you ask for the same things each time. Reuse your checklist instead of retyping the welcome email.
They can save a form and finish later. The login page also has a password-reset link if they need it.
