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Powerful form builder to automate client intake

Collect client information seamlessly by creating a form once, and sharing it as new clients are onboarded.

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G2 GROUP
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SOFTWARE ADVICE

Over 1,000 companies — from solopreneurs to large firms — use Portal’s client portal software

Data intake

Streamline data collection with forms

Create a form once, share with clients as needed, and track the status of form submissions.

Form builder

Use a powerful form creator

Forms let you add questions of type multiple choice, short answer, long answer, and file upload.

Form submission

Make it easy for clients to submit forms

Clients can fill out forms quickly in a user-friendly way. For file questions, drag-and-drop make the process delightful.

Notifications

Product and email notifications

Clients are notified about form requests and internal users are notified about new submissions. Notifcations are sent via email and show directly on your portal in the sidebar.

Try portal today

Ready to get started?

Over 1,000 businesses trust Portal’s all-in-one solution.

Simple per-seat monthly pricing with no hidden fees.