Reminder schedules
Choose how often clients are reminded about forms, signatures, documents and payments.
All features
Everything your firm does with clients, in one portal
Win the work, onboard the client, collect what you need, serve them well and get paid. Here’s every tool Portalstack gives you to do it.
14-day free trial · No credit card · Clients are always free
Win
Proposals and signatures that close the work
Proposals & engagement letters
Multi-page documents with cover images, pricing tables, video and merge fields. Clients approve in their portal, with time and IP recorded. Premium plan.
Learn moreE-signatures
Upload a PDF, drag fields into place and send. Clients type, draw or upload a signature, and you get a signing certificate.
Learn moreShare by link or export to PDF
Send a proposal by link with an optional password and expiry, and export any document to PDF.
Learn moreOnboard
A first week that runs itself
Drag-and-drop forms
Build forms with conditional logic, repeating sections, file uploads and signatures, or start from a template.
Learn moreAnswer once
Common fields link the same question across forms, so clients never type their address twice.
Learn moreIdentity verification
Request a government ID check powered by Stripe Identity from the client record. US$3.50 per check.
Learn moreClient task lists
A checklist for each client with due dates and links straight to the form or document.
Learn moreAuto-assign
Every new client automatically receives the forms and documents you choose.
Learn morePublic web forms
Capture leads on your website with reCAPTCHA and a custom success message.
Learn moreCollect
Documents in, without the chasing
Per-client folders
Set up folders for each client, or apply a folder template to every client at once.
Learn moreUpload request links
List the files you need and send a link that works without a login. Links expire after 30 days by default.
Learn moreAutomatic reminders
Portalstack follows up until everything is in, and notifies you when files arrive.
Learn moreServe
A branded home for every client
Your brand
Your logo, colors, login-page image and home page, at your own Portalstack URL.
Learn morePasswordless sign-in
Clients sign in with a one-time code by SMS or email, or with Google or LinkedIn.
Learn moreSecure file sharing
Per-file visibility, downloads on or off, and an activity feed of opens and downloads.
Learn moreKnowledge hub
Articles, checklists and embedded content for all clients or just one.
Learn moreMilestones
A board of milestones with due dates, assignees, checklists and comments that clients can follow.
Learn moreService requests
Clients raise requests in the portal, and you assign and track each one.
Learn moreEmbeds
Bring Google Sheets, Trello, Miro, ClickUp or Calendly into a client’s portal.
Learn moreMultiple users per client
Invite several people from a client company and set a primary contact.
Learn morePreview as a client
See the portal exactly as a test client would before you invite anyone.
Learn moreGet paid
Invoices clients pay from their portal
Invoices through Stripe
Connect your own Stripe account and send invoices with line items, tax and your business details. Premium plan.
Learn moreRecurring billing
Bill weekly, monthly or yearly, and pause, resume or cancel at any time.
Learn moreCard payments and reminders
Clients pay by card, save cards for next time and get automatic payment reminders.
Learn moreData rooms
Share beyond your clients, behind an NDA
NDA gate
Visitors accept your NDA before they enter, and every acceptance lands in a downloadable register. Premium plan.
Learn moreUser groups
Grant folder access by group and enable or disable users at any time.
Learn moreWatermarks and download control
Watermark PDFs and images per file and switch downloads off where needed.
Learn moreAutomation
The follow-up happens without you
Editable client emails
Rewrite the emails your clients receive in your own words, using placeholders for client details.
Firm notifications
Know when a client logs in, submits a form, approves a document, uploads a file or raises a request.
Daily progress report
A morning email summarizing forms in progress, completed and overdue.
HubSpot and Pipedrive sync
Keep contacts in step with your CRM, or import a CSV with field mapping.
In-app notification bell
Catch up on client activity the next time you sign in.
Security & control
Built to keep client data out of email
Encrypted in transit
Every connection is encrypted with TLS, and files are stored privately on Amazon Web Services.
Learn moreTwo-factor authentication
Team members can protect their accounts with an authenticator app.
Learn moreTime and IP stamps
Approvals, signatures, form submissions and NDAs are recorded with time and IP address.
Learn morePricing
Every feature, free for 14 days
Pay per internal team member. Clients are always free.
Free
For trying Portalstack with a handful of clients.
US$0forever, after your trial
Start free trial- 5 client portals
- 5 e-signature requests a month
- 5 form requests a month
- 5 document requests a month
Pro
For firms running onboarding and client work through one portal.
US$29per internal user / month
Start free trial- Unlimited clients and portals
- Unlimited forms, e-signatures and requests
- 100 GB file sharing
- Knowledge hub, milestones and embeds
Premium
For firms that also propose, bill and run deals in Portalstack.
US$39per internal user / month
Start free trial- Everything in Pro
- Proposals and engagement letters
- Invoicing and recurring payments
- Virtual data rooms
Get started
Try every feature with your own clients
Start a free trial and set up your first portal, form and request today.
Start free trial14-day free trial · No credit card · Clients are always free