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A clearer brief. A record of what was approved

Collect your client's brief and files before you start, then send each PDF round for approval. Keep a record of agreed work and extras, so you spend less time sorting messages and more time designing.

Start your 14-day free trialSee pricing

14 days free. No card needed.

Collect the brief, logo files and named approver in one form.

Record which PDF version the client accepted.

Get priced extras accepted before you start them.

Your logo and colours, from the login page to the customer portal.

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  1. Dashboard
  2. /Checklists
  3. /Creative brief
In progress

Creative brief

What should the new logo say?Required

Riverside Bakery

Who signs off the designs?Required

Sam Patel, owner

Your current logo filesOptional

Choose FilesNo file chosen

PNG or PDF files are best.

Save draftSend form

Try this with your own documents

Try one request you normally send by email. 14 days free, no card needed.

Start free trial

Keep the paid work clear

A complete brief and recorded acceptance help you avoid admin and confusion about the scope.

The brief is missing key details

You need the logo, deadline or decision-maker before you can start.

A form with required answers

Collect the key details and supported logo files before the first concept.

Approval is buried in messages

You are not sure which round the client said yes to.

The accepted version on record

Send the round as a PDF to the named contact. See who accepted it and when.

The extra was never priced

A small request grows before you have agreed the additional work.

A clear yes to the extra

Write the scope and price in a PDF, then send it for acceptance before doing the work.

From the brief to the final files

Keep your design and proofing tools. Use PORTALD for the client paperwork.

01

Send the brief

Collect the answers and supporting files in one form.

02

Record acceptance

Send each PDF round to the named contact. Keep detailed comments in your proofing tool.

03

Share the final files

Put PDFs and image exports on their Files page. Use your existing tools for large source files.

Features for designers

Online customer formsOnboarding portalSmall business portal

Other industries

ConsultantsBuildersAccountants

Try it on the next brief you send

Collect the brief and agree the scope with one client. See whether less back-and-forth gives you more time for design during your free trial.

Start free trial

14 days free. No card needed. Solo is £25 + VAT/month if you subscribe.

Can I use it for approvals?

Yes. Send a concept, round or scope change as a PDF for acceptance. The record shows who accepted it, when and which version.

Does it replace proofing software?

No. PORTALD does not offer artwork markup or pinned comments. Keep your proofing tool for feedback and use PORTALD to record which PDF the client approved.

Which files can clients upload?

PDF, JPG, PNG, WebP, Word, Excel, CSV and text. Documents: up to 100 MB; images: up to 25 MB. Photoshop, Illustrator and zip files are not supported.

Does everyone at the client need a login?

Only contacts who need portal access. Invite the named approver to accept a PDF; other feedback can stay in your existing tools.

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.

Start free trial

14 days free·No card to start

Client portals for UK small businesses. Less chasing for forms, files and signatures, with optional AI checks and connected Xero invoices.

Built and run in the UK

PORTALD is a trading name of IT BOFFINS LTD, company number 12408554.

20 Tanners DriveBlakelands, Milton KeynesMK14 5BNVisits by appointment only

hello@portald.co.uk

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How it works
Features
AI document checkerInvoices from XeroCustomer document portalSecure upload portalSmall business portalOnboarding portalDocument collectionOnline customer forms
About
About PORTALDGuidesContact
Pricing

Company

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