Features
The proof behind everything else. Every acceptance, submission, decision and change is kept with its date as people go, so who agreed to what, and when, is already written down when somebody asks.
Record
Every acceptance, submission and decision is kept for you automatically.
16 features
Proof that they agreed, kept automatically
Publish your terms and privacy policy, and every acceptance is stored with the date and where it came from. Update a policy and the people it affects are asked again before they carry on.
Submissions never change retroactively
Answers frozen the moment they’re given. Each submission stores its questions and answers exactly as they stood. Edit the form later and past records stay put.
See who did what, and when, all recorded
Every meaningful action in your portal is logged with the person, the time, and what changed in a full activity log. Filter by type, or search for who did it.
Update a form and everyone submits the new version
When something material changes, ask everyone to complete the current version. Older responses stay on file against the version they were made under.
Watch a record change over time
A readable timeline of what changed on any contact or account, who changed it and when, with the values before and after.
Contacts can see everything they’ve sent you
Every form an account has submitted is listed for them, with the answers exactly as they were given and the date they went. Nobody has to ask you for a copy.
Owner, admin, staff roles for the people who run it
Invite colleagues by email and choose what each one can do. Safeguards stop anyone granting themselves more access than they already have.
Private notes only your team can read
Attach formatted notes to any contact, each stamped with who wrote it and when to maintain context. Your team sees them. The contact never does.
Your data stays yours, always
Export everything in your portal, in full, whenever you like. No restrictions.
Run your training inside the portal
Build a course from the pages, documents and events you already publish, put it in front of the people it applies to, and finish it with a declaration they sign. Completion is recorded against the person, not left sitting in somebody’s inbox.
Know who is compliant, and prove it
Every person against every requirement in one grid, filtered down to whoever is overdue and exported when somebody asks. Open any square and the answers are there exactly as they were given.
CPD hours logged, counted and evidenced
Contacts record the CPD they complete, with their evidence attached, and the portal counts it towards the hours you require in each period. You can see who reached the target and who fell short, without chasing a spreadsheet.
Set the standard once, and every cycle asks for it again
Establish goals that renew themselves. Each goal holds for its period and then comes round on its own: the annual declaration, the quarterly return, the certificate that lapses on its own date. Nobody has to remember it, and nothing quietly falls out of date.
Your own policies, and consent handled for you
Publish your privacy policy, terms and cookie policy on your own portal, and a consent manager takes care of cookie choices for the people who visit it. Change a policy and the record of who accepted which version stays intact.
Nothing lapses because nobody remembered
Pick a date on a record and the portal emails a reminder when it comes round, once or on a repeat you set. Choose who hears about it and where the email sends them.
Put your daily work one click away
Choose the buttons on your dashboard home: the screens your team opens every day, the things they add most often, or a link of your own. Everyone sees the set their role allows.
Each theme covers a different part of what a portal does. Here is where the others go.
Brand
Branding & domain
Your brand leads. Your domain, your colours, your logo, all the way through.
Onboard
Onboarding & access
Open registration or an application you review yourself, no rebuild required.
Publish
Content & membership
Every document and announcement stays visible only to who you choose.
Engage
Community & engagement
A board to post on, a poll to answer, a question to raise and somebody to answer it.
Monetise
Payments & billing
Quote it, price it, sell it, invoice it, all against the tiers you already run.
Integrate
Reporting & integrations
Your numbers on a dashboard, your ledger in step, and the rest of your stack wired in.
Contact us
Share who’s using it, what you need to track, and how you want to onboard users. We’ll recommend the right setup and plan for your business.
We review every request and reply within one working day.
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