Client portal for solicitors
Solicitors' Client Portal
Clients want to know what you need, whether their document arrived and what happens next. PORTALD gives your firm a branded place for onboarding forms, supporting evidence, client-care letters, updates and invoices.
Collect onboarding details and supporting documents through clear client tasks.
Keep accepted client-care letters and shared files visible to the right client.
Give clients one place for forms, uploads, updates and invoice views.
Your logo, colours and web address appear across the whole portal.
14 days free. No card needed. Build your branded portal before you pay.
solicitor-example.portald.co.uk
PORTALD
New client onboarding
Checks
6
The admin behind the work
Where the admin starts to pile up.
Legal work depends on a clear record, but clients do not naturally think in filing systems. They need plain instructions, a safe place to send documents and reassurance that somebody has received them.
Common issue 01
Client documents arrive through risky channels
Matter records and supporting documents are often emailed because the client has no obvious alternative. PORTALD gives them a named upload request inside your branded portal.
Common issue 02
Supporting evidence needs context
A file called scan.pdf does not tell your team much. Ask the relevant question beside the upload so the document arrives with context.
Common issue 03
Client-care letters need a clear trail
Accepted terms, client updates, invoices and uploaded documents should be easy to find when somebody asks what has already been provided.
How PORTALD helps
How PORTALD helps solicitors keep customers moving.
New client onboarding
Create a checklist for contact details, matter documents, supporting evidence and client-care acceptance.
Private upload route
Give each requested document a clear label and a private upload route instead of relying on email attachments.
Clear client updates
Share documents, progress updates and invoice views so clients know where to look before they call.
Workflow
A simple way to keep every request in order.
Customers see what they need to do next. Your team sees what has arrived.
Send the onboarding checklist
Invite the client and show every required form, upload and acceptance in plain English.
Collect evidence with context
Use forms and secure uploads so supporting documents arrive with the relevant explanation.
Keep the client informed
Share client documents, updates and invoice views from the same branded login.
Related features
Features that may help solicitors.
Try PORTALD free for 14 days.
Build your firm's branded onboarding checklist, add the documents and client-care acceptance you normally request, then start inviting clients for free.
Start my free 14-day trial
No card needed. Add your logo, build your first workflow and start inviting customers.
Does PORTALD make legal or compliance decisions?
No. PORTALD helps collect and organise client information. Legal, compliance and client-acceptance decisions remain entirely with your firm.
Can PORTALD collect signed client-care letters?
Yes. You can send a client-care letter or other client-facing agreement for acceptance and keep the accepted record in the portal workflow.
Can I try PORTALD before paying?
Yes. Start a 14-day trial without a card, add your branding, build your first workflows and start inviting customers or clients. You can decide whether PORTALD fits your business before paying.