Client portal for solicitors
Solicitors' Client Portal
Solicitors need clients to provide ID, proof of address, source-of-funds evidence, signed client-care letters and matter documents. PORTALD gives clients a secure branded route for documents without turning every matter into an email attachment chain.
Collect ID, proof of address and source-of-funds documents in a controlled workflow.
Keep signed client-care letters and matter documents visible to the right client.
Give clients one place for updates, forms, uploads and invoice views.
Free for 14 days. Build a branded customer portal before you pay.
portal.demosolicitor.com
PORTALD
Matter onboarding
Checks
6
Research-led pain points
What solicitors keep chasing.
SRA guidance and AML materials put strong emphasis on identifying clients, verifying identity and documenting source-of-funds checks. PORTALD is not an AML decision engine, but it gives firms a clearer client-facing way to collect and organise the documents that matter teams keep requesting.
Pain point 01
CDD documents arrive through risky channels
Passports, utility bills and bank statements are often emailed because clients do not know where else to send them. PORTALD gives them a branded upload route.
Pain point 02
Source-of-funds evidence needs context
A statement without an explanation can create more queries. Portal forms can collect the file and the supporting answer together.
Pain point 03
Client-care letters need a clear trail
Signed terms, matter updates, invoices and uploaded documents should be easy to find later, especially when a client asks what has already been provided.
How PORTALD helps
How PORTALD helps solicitors.
Matter onboarding
Create a checklist for ID, proof of address, source-of-funds evidence and client-care acceptance.
Private upload route
Replace sensitive email attachments with named upload requests inside a branded portal.
Matter visibility
Share updates, documents and invoice views so clients know where things stand.
Workflow
From request to clean record.
PORTALD keeps the client-facing steps clear while your internal tools stay private.
Open the matter checklist
Invite the client and show each required form, upload and signature.
Collect evidence with context
Use forms and secure uploads for ID, address and source-of-funds documents.
Keep the client informed
Share matter documents, updates and invoices from the same branded login.
Related features
Useful PORTALD pages for solicitors.
Try PORTALD free for 14 days.
Build a branded customer portal for your real customers and see whether it cuts the chasing before paying.
Does PORTALD perform AML checks?
No. PORTALD helps collect and organise client documents. AML decisions, verification providers and legal compliance remain with the firm.
Can PORTALD collect signed client-care letters?
Yes. PORTALD supports customer-facing agreement acceptance and keeps the accepted record available in the portal workflow.