How do clients get access to the portal?

However you want. Open registration lets anyone sign up and get in straight away. Or ask them to apply first, read what they have sent, and approve or decline with a reason. Either way, approval puts them on a tier that decides what they can see, and you can switch between the two whenever you like.

Can whole client companies share a single portal account?

Yes. An organisation account groups several people under one shared account with its own owners and members: a client company, a member firm, or a building. You can ask for agreements once per organisation instead of chasing everyone individually.

Will the portal completely match my company’s branding?

Yes. Connect your own domain, set your brand colours and typeface, upload your logo, and customise your navbar, pages, and footer. Add any information you like, including links to your website and social channels.

Do I need developer skills to set up and manage the portal?

No. Everything is done from the dashboard: domain, branding, content, portal navigation, forms, tiers, and permissions. There is no code to write or maintain. If you would rather not do it yourself, free setup support is included in every plan.

Can I control what different clients see inside the portal?

Yes. You decide what goes in it, who can see each content, and how it looks. You can build custom pages, post announcements, or restrict content, forms, and pages so they are only visible to specific client plan tiers or accounts across FormaPortal.

How are client payments and transaction fees handled?

When your clients pay you through FormaPortal, we take the rate shown for your plan. Stripe charges their own processing fee separately, so the two add together. We always quote our rate on its own, so you can see exactly what each party takes.

Solutions

Client Portal Software: Launch a modern, branded client hub today

FormaPortal gives you all the tools to onboard your clients, quote work, track active jobs, share documents, and manage queries without the clutter of lost spreadsheets and endless email back-and-forth.

Launch a dedicated, branded client portal on your own domain in under two hours to manage accounts and custom views, giving your clients a seamless, professional experience without needing developers or agencies.

A woman smiling at her laptop with a coffee cup in hand, working at a wooden desk beside a large leafy plant

Buried Under Client Calls and Emails?

No portal? Everything is scattered across email threads, phone calls, and messages, including files, quote approvals, and status updates. Important details get lost, clients get an unpredictable experience, and teams lose full visibility of what has been promised to the client.

Even worse, stuck with a rigid legacy portal? Your clients found it frustrating and stopped using it.

Either way, you end up spending hours on admin work instead of building client relationships and selling more. You can change this. Here’s how.

See FormaPortal In Action

Under 2 hours
No developer
No code

Just setup and go live, simple as that.

See it in action for yourself. Skip the 3-month IT project. Go live today.

Claim your 3 MONTHS FREE offer, including FREE setup support.

This is a LIMITED TIME ONLY offer, don’t miss out.

See It In Action

NO MORE CHASING INFORMATION

Onboard clients faster with custom application forms

Every client, properly set up from day one.

Clients complete onboarding forms, upload required files, and agree to your terms without you chasing a single email. Companies join under one organisation account, giving everyone the right visibility from the start.

FROM ESTIMATE TO DELIVERY

Turn quotes into tracked jobs without leaving the portal

Complete clarity on every project and quote.

Send custom quotes for instant client sign-off, then move work straight into interactive job tracking. Clients see live stage updates, active orders, and past submission histories in real time instead of calling your office for updates.

NOTHING LOST IN A THREAD

Streamline queries using a centralised ticketing system

Every client request handled in one organised queue.

Clients raise support tickets, send messages, and check order statuses directly inside their dashboard. No lost messages, no forgotten email attachments, and full visibility across your entire team.

TAILORED CLIENT EXPERIENCE

Deliver a fully branded experience with billing

Dynamic client views with flexible ways to pay.

Personalise what each client sees using dynamic views tailored to their account. Match your domain, colours, and branding seamlessly while letting clients pay invoices securely using their preferred payment method.

Client Portal Software: Launch your client portal in Under 2 Hours

Set up by you
No need for a developer
Ready to use

Plans start from £49/month.

First 3 months FREE, with free setup support, for a limited time.

See Pricing Claim Your FREE Trial

Select features for client portals

A seamless experience for every client you serve

From collecting initial work details to managing approvals, billing, and ongoing support, this curated selection of core FormaPortal features simplifies how you work together. Provide every client with a secure, branded space that keeps communication clear and work moving forward effortlessly.

Streamline client onboarding

Application Form Builder

Build custom onboarding forms to capture details, request document uploads, and register new accounts automatically without back-and-forth emails.

Fast approvals and sign-offs

Interactive Quote Workflow

Issue interactive quotes directly to your clients so they can review, select optional line items, and approve pricing in a single click.

Real-time status updates

Order & Job Tracking

Give clients live visibility over active orders and ongoing work progress so they never have to call for a status update.

Organised client communications

Support Ticketing System

Centralise client support requests into a unified dashboard, keeping every query, response, and file attachment tied to the right account.

Tailored portal experience

Dynamic Personalised Views

Control exactly what each client sees on their portal, delivering customised content, documents, and tools based on their account type.

Look like your brand

Brand Customisation

Apply your company logo, custom colours, and messaging to provide a seamless, professional client experience that feels like a natural extension of your brand.

This is a curated list of features for client portals. See all features FormaPortal has

Frequently asked questions

Get answers to questions about client portals

Here are the top questions we receive for client portals, covering setup, access, custom branding, and payments. If you have a specific requirement not addressed below, get in touch and we will walk you through it.

How do clients get access to the portal?: However you want. Open registration lets anyone sign up and get in straight away. Or ask them to apply first, read what they have sent, and approve or decline with a reason. Either way, approval puts them on a tier that decides what they can see, and you can switch between the two whenever you like.
Can whole client companies share a single portal account?: Yes. An organisation account groups several people under one shared account with its own owners and members: a client company, a member firm, or a building. You can ask for agreements once per organisation instead of chasing everyone individually.
Will the portal completely match my company’s branding?: Yes. Connect your own domain, set your brand colours and typeface, upload your logo, and customise your navbar, pages, and footer. Add any information you like, including links to your website and social channels.
Do I need developer skills to set up and manage the portal?: No. Everything is done from the dashboard: domain, branding, content, portal navigation, forms, tiers, and permissions. There is no code to write or maintain. If you would rather not do it yourself, free setup support is included in every plan.
Can I control what different clients see inside the portal?: Yes. You decide what goes in it, who can see each content, and how it looks. You can build custom pages, post announcements, or restrict content, forms, and pages so they are only visible to specific client plan tiers or accounts across FormaPortal.
How are client payments and transaction fees handled?: When your clients pay you through FormaPortal, we take the rate shown for your plan. Stripe charges their own processing fee separately, so the two add together. We always quote our rate on its own, so you can see exactly what each party takes.