Cut the missing-answer emails
Make important questions required, so the form cannot be submitted with those fields blank.
For accountants
Collect company details, year-end dates and supporting records in one form.
Get 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. Less retyping and fewer gaps to chase.
14 days free. No card needed.
Required questions must be answered before submission.
Customers can save a draft and finish later.
Add file uploads and signatures to the same form.
A customer portal with your logo and colours.
example.portald.co.uk
ESPowered by PORTALD
- Dashboard
- /Checklists
- /New customer details
In progress
New customer details
Tell us about the job so we can get you booked in.
Where is the job?Required
12 High Street, BedfordHow do we get in on the day?Optional
Side gate is openPhoto of where it's goingRequired
Choose FilesNo file chosenTake one with your phone, or choose one you already have.
Try this with your own documents
Try one request you normally send by email. 14 days free, no card needed.
One form, fewer loose ends
Missing details and separate attachments create extra work. Keep the questions and supporting files together from the start.
Keep the photo with the answer
Add an upload field where you need a document or picture. No matching a separate email to the form.
For plumbers
Ask for the job address, access notes and a boiler photo before the visit.
Make it feel like your business
The form sits in your branded portal, alongside the other requests you have sent.
For consultants
Get the brief, key contacts and supporting files before your first call.
Build once. Send it when you need it
Use the questions from your existing form or welcome email.
Add your questions
Choose the fields, make key answers required and add uploads or a signature if needed.
Send it to a customer
They sign in and complete the form from their phone or computer.
Read the answers together
Review the submission, ask for a correction or export it as a CSV.
Replace the form you keep emailing
Build your most-used form and try it with one customer. See whether it saves you a follow-up during your 14-day free trial.
Start free trial
14 days free. No card needed. Solo is £25 + VAT/month if you subscribe.
Do customers need a login?
Yes. They set a password from your invite. The same login gives them access to the forms, files and contracts you send later.
Can a form ask for documents too?
Yes. Add an upload field for documents or photos. You can also add an optional AI check to that field.
Can I reuse the same form?
Yes. Build it once and send it to each customer who needs it. Their answers stay on their own record.
What types of questions can I add?
Text, email, phone, number, date, dropdowns, tick-boxes, file uploads and a drawn signature. You write your own questions rather than choosing from a template library.