“Did you get my document?”
Ask for it once. See when it arrives.
Client portal software for small businesses
Stop chasing customers for paperwork.
Forms, files, signatures and updates live in one branded portal. See what has arrived and what is still outstanding, without digging through email.
- 14 days free
- No card needed
- No automatic charge
One login for
Forms Files Signatures Updates Invoices AI document checks
Automatic portal branding
Upload your logo. We do the rest.
Try it
example.portald.co.uk
Dashboard
Hello, Alex
Signed in as alex@example.co.uk
2 things to do
Here's what Example Co needs from you.
Finish New customer onboarding3 items: Customer details, signed agreement and 1 more.
Review your service updateCompletion photos and visit notes are ready.
Less back-and-forth
See what’s arrived. And what hasn’t.
Every request and reply stays with the right customer.
Forms come back incomplete
Required fields and save-and-return keep customers moving.
The latest file is buried in email
Every file stays on the right customer record.
“Any update?” becomes another call
Post notes, photos and next steps in their portal.
Set up your portal
Your portal, ready in three steps.
No code and nothing to install. All you need is a portal name, your logo and a customer to invite.
- 01
Name your portal
Choose the name and address customers will use.
- 02
Upload your logo
PORTALD picks up the main colour and builds the palette.
- 03
Invite your customers
Send invitations with everything you need from them.
Ready to start inviting customers?
Start free trialOnline customer onboarding
Turn your process into a simple checklist.
Add the forms, files and agreements you need. Customers work through them in one place.
Invite
Send the customer one link.
Ask
Add the forms, uploads and agreements you need.
Complete
They can save, return, sign and submit online.
Review
See what is complete and what still needs attention.
Checklist builder2 items added
app.portald.co.uk/app/checklists/new
DashboardChecklistsNew checklist
Checklist builder
New customer onboarding
1
Name your checklist
Customers see this name when they log in.
Checklist name
New customer onboarding
2
Add what you need
Pick an item type, then add as many as you need.
Ask for a document
Ask a question
Reuse an item
01Customer details formName, contact details and service notesFormRequired
02Supporting documentRecent project file or certificateDocumentRequired
3
Save checklistChoose customers and send
You can reuse this checklist anytime.
Online signatures and agreements
Let customers sign forms and accept agreements online.
Add a signature field to a form or send a PDF for acceptance. PORTALD records who accepted it and when.
Signature fields in formsPDF agreement acceptanceWho accepted it and when
AI document checker
AI document checks that follow your instructions.
Tell PORTALD what you want checked in plain English. It reads the upload and gives your team a clear first answer before anyone opens the file.
An instruction looks like this
Check this is a gas safety certificate, dated in the last 12 months, with an engineer registration number on it.
It flags what needs a closer look. Your team makes the final decision.
Product walkthrough
Built for customer-heavy work
The same portal. Shaped around your work.
If you collect forms, files or answers from customers, PORTALD can help.
Trades
Plumbers, electricians and builders
Job details, certificates and photos.
See an exampleCreative
Designers, consultants and photographers
Briefs, approvals, files and invoices.
See an exampleAccounts
Accountants and bookkeepers
Records, signatures and invoice details.
See an exampleLegal
Solicitors and law firms
Customer forms, documents and agreements.
See an exampleBuilt by a UK small business after years of chasing the same customer paperwork.
Why we built itSimple pricing
Start free. Choose later.
Try PORTALD free for 14 days and start inviting customers.
- 14 days free
- No card needed
- No automatic charge
Your trial starts on Solo. You can choose or change your paid plan before you pay.
Solo
£25
+ VAT / month
For sole traders and small teams with up to 100 customers.
- Branded customer portal
- Forms, files, checklists and signatures
- Optional AI checks
- 500 MB storage
Practice
Custom domain included£75
+ VAT / month
For growing firms with up to 1,000 customers.
- Everything in Solo
- 5 GB customer storage
- Verified custom domain
- Priority support
Enterprise
Let’s talk
Bespoke capacity
For larger teams that need guided onboarding and tailored limits.
- Fully branded customer portal
- Tailored customer and storage capacity
- Custom integrations
- Dedicated support
FAQ
The questions we get asked.
No card, no code and no big setup project.
- 14 days free
- No card needed
- No automatic charge
Do I need to be technical?
No. Name the portal, upload your logo and invite a customer. No code needed.
What does the AI document checker actually do?
Tell PORTALD what to look for. It returns a green, amber or red note so your team knows what to review first.
Can customers sign online?
Yes. Add a signature field to a form or send a PDF for acceptance. PORTALD records who accepted it and when.
Can I use my own web address?
Yes, on the Practice and Enterprise plans. Every portal starts on a branded PORTALD address, and paid plans can also use a verified custom domain you already own.
What happens after the free trial?
Choose a plan only if you want to continue. Otherwise, the portal pauses when the 14-day trial ends.
Ready when you are
See your own portal take shape.
Set it up, start inviting customers and move the work you usually do over email into one place.
Start free trial- 14 days free
- No card needed
- No automatic charge
Personal walkthrough
What do you spend the most time asking customers for?
Tell us and we will shape the walkthrough around your work.