The discovery answers are scattered
The same questions come up in the proposal, emails and first meeting.
One discovery form
Collect goals, key contacts and supporting documents together. Make key answers required.
Get what you need before the project starts
Collect the brief, supporting files and agreed scope in one client login. See what is missing before kick-off, so your first day can go into the work rather than another round of emails.
14 days free. No card needed.
Send a discovery form with supporting file requests.
Get proposals, statements of work and NDAs accepted online.
Keep reports and client updates in one place.
Your logo and colours, from the login page to the customer portal.
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Checklists
Review
Check what customers have sent you, then approve it or ask for another copy.
To review
Waiting for your decision
How reviews work3 items
Discovery questionnaire
FormNorthfield Trust · Project kick-off · Answers sent 18 Oct 2026
Mutual NDA
ContractNorthfield Trust · Project kick-off · 1 file · 18 Oct 2026
Current org chart
DocumentCalder Group · Strategy review · 1 file · 16 Oct 2026
Try this with your own documents
Try one request you normally send by email. 14 days free, no card needed.
Less waiting before billable work can start
Missing answers and unclear scope can hold up a project. A shared checklist makes the gaps easier to spot.
An extra slips into the fixed fee
More work gets discussed without recording the scope and price.
Acceptance before the work
Send the scope or change as a PDF for acceptance and keep the agreed version on record.
The client asks for the report again
The latest file is buried in an older email.
Reports they can find
Share reports as PDFs on their Files page and post a short update when they are ready.
Start with your next proposal
Keep your existing project tools. PORTALD handles the client requests and paperwork.
Collect the brief
Invite the key contact and send your discovery form.
Agree the scope
Send your proposal, statement of work or NDA as a PDF for acceptance.
Share the results
Share your reports and get the scope and price of any extra work accepted before you start it.
Features for consultants
Other industries
Try one project with less paperwork admin
Send your next discovery form through PORTALD. Use the 14-day free trial to see whether a clearer start helps you get to the paid work sooner.
Start free trial
14 days free. No card needed. Solo is £25 + VAT/month if you subscribe.
Can I use it for statements of work and NDAs?
Yes. Send a PDF to the named contact for online acceptance. PORTALD records the date and version; it does not write the agreement or give legal advice.
Can clients upload data and documents?
Yes. PDF, Word, Excel, CSV and text files can be up to 100 MB each; images up to 25 MB. Use your existing tools for large data exports.
Who at the client uses the portal?
Invite the contacts who provide documents or approve the scope. Each gets their own login; other project tools can stay as they are.
Do I need a card, and what happens after 14 days?
No card needed. Try Solo free for 14 days, then subscribe for £25 + VAT/month if it works for you. Otherwise, customer access pauses and your setup stays saved. Solo covers up to 100 active customers.