Attachments need identifying
A scan arrives without a clear name or explanation.
A named place for each file
Collect uploads against a request, with a note explaining what you need.
Collect client documents without the inbox sorting
Give clients a clear checklist behind your branded login. Each upload arrives against the right request, and clients can see its status. Less time sorting attachments and answering whether a document arrived.
14 days free. No card needed.
Ask for each document by name.
Send client care letters for online acceptance.
Review uploads and request better copies with a reason.
Your logo and colours, from the login page to the customer portal.
solicitor-example.portald.co.uk
ESPowered by PORTALD
- Dashboard
- /Checklists
- /Your house purchase
Checklist
Your house purchase
We need these before we can start the searches.
1 thing to do2 of 3 sent
Proof of address
What to change: Please send a statement from the last 3 months.
Needs another copy1 file uploaded
Mortgage offer
Sent – we’re checking it1 file uploaded
Client care letter
Received1 file uploaded
Try this with your own documents
Try one request you normally send by email. 14 days free, no card needed.
Make the next step clear for your client
Named requests and visible progress help clients send what you need without another email exchange.
Clients ask whether it arrived
They cannot see what is waiting for review.
A status they can check
After an upload, the client sees that your firm is checking it, then 'Received' once you approve it. They can always see what is still needed.
Accepted letters are hard to find
The record is in an email thread rather than with the client.
A record of acceptance
Keep the letter, accepted version and date on the client record.
Start with your next new client
Your firm decides what is needed. PORTALD keeps the requests and responses together.
Send the invite
Add the client and invite the contact who will provide the documents.
Build the checklist
Add named file requests, a form and any letters for acceptance.
Review and keep them informed
Approve or request another copy, then post an update when there is news.
Features for solicitors
Other industries
Try one new-client checklist
Collect the documents for one client in PORTALD. Use the 14-day free trial to see whether it cuts sorting and follow-up emails.
Start free trial
14 days free. No card needed. Solo is £25 + VAT/month if you subscribe.
Who can access sensitive documents?
Only signed-in users with access to that client. Files have no public links. The Trust page explains access controls; no online system is entirely risk-free.
Can clients accept a client care letter?
Yes. Send the PDF for online acceptance and keep the date and version on record. Your firm decides whether this meets the requirements for a particular document.
Does it make legal or compliance decisions?
No. Your firm decides whether documents are suitable and whether to accept a client. PORTALD is not an identity-verification service.
Do clients need an app?
No. They open the invite, set a password and use their browser on a phone or computer.
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.