Who is Portgate built for?

Portgate is built for small service businesses — marketing agencies, web design studios, management consultants, accounting firms, and law firms with 2–25 employees who onboard 3–15 new clients per month.

Does my client need to create an account?

No. Your client receives a single link and lands directly on their branded portal. There's nothing to install, no login to create. Friction-free by design.

How does automated follow-up work?

You set a reminder schedule — for example, day 1, day 3, and day 5 after the portal invite is sent. Portgate sends polite, branded reminders in your name until every document is collected. You're notified when something arrives.

How is Portgate different from using Google Forms or Drive?

Google Forms and Drive collect files but don't track what's missing, send follow-up reminders, or give your client a clear, professional experience. Portgate is purpose-built for onboarding — it looks like you built a bespoke portal and handles the chasing automatically.

What does Portgate cost?

Portgate plans start at $99/month for solo practitioners, $199/month for growing agencies, and $299/month for established firms with higher volume and custom workflow needs. All plans include the branded portal, document collection, and automated reminders.

Client onboarding, automated

Your clients onboarded,
your projects
started on time.

Q: How long does it take to set up a client portal?

Most teams have their first portal live in under an hour. You add your logo, set your brand colors, and configure the checklist of documents and tasks you need. No developer required.

Portgate builds your branded client portal in minutes — collects documents, chases stragglers, so you don't have to.

No credit card required during early access.

Acme Studio Portal

Welcome, Sarah. Let's get you started.

3 of 5 items complete

Signed service agreement
Brand assets uploaded
Project brief submitted
Domain access (awaiting) Reminder sent
Billing details

Auto-reminder sent Domain access — day 3 follow-up

The cost of doing it manually

Numbers worth staring at.

3–6 hrs

Saved per client onboarding

Manual intake: email chains, chasing docs, re-explaining the same steps.

3–15 clients

Per month? We've got you covered

Built for service businesses onboarding a handful to a full pipeline every month.

$99 /mo

Starts at — a fraction of enterprise tools

Enterprise onboarding tools run $1,000+/month. Portgate is built for lean teams.

Stop running your onboarding from a shared Drive folder.

What Portgate does

The onboarding stack for serious service businesses.

Four things done exactly right — nothing more, nothing you don't need.

Branded portal

Your name on the door, not ours.

Every client sees your logo, your brand colors, your domain. Portgate powers the portal — your client never knows it's there. You look like you built it yourself, only better.

Document collection

Ask once. Portgate handles the rest.

Set the documents you need — contracts, brand assets, logins, briefs. Clients upload them straight to the portal. Portgate tracks what's in, what's missing, and sends timed reminders automatically until everything is collected.

Automated follow-up

Stop chasing. Start working.

Every hour you spend following up on a missing document is an hour you didn't bill. Portgate sends the reminders — on your schedule, in your voice — so projects start on time and you focus on the work.

Project kickoff

From signed to started in hours, not weeks.

When everything is collected, Portgate marks the engagement complete and notifies your team. No inbox archaeology. No manual checklists. The handoff from sales to delivery is clean, fast, and documented.

How it works

Onboarding that runs itself.

Four steps from signed contract to project kickoff — no chasing, no spreadsheets, no missed documents.

See it in action

Build your portal

Add your logo, set your brand colors, and configure the checklist of documents and tasks you need from every new client. Takes minutes, not days. No developer required.

Works for agencies, consultants, accountants, and law firms alike — fully customizable per client type.

Send the invite

Share a single link with your new client. They land on your branded portal — clear, professional, nothing confusing. They see exactly what you need and why.

Clients don't need an account. The link is their portal. Friction-free by design.

Portgate chases the gaps

Documents come in. Portgate tracks what's missing and sends smart reminders on your timeline — politely persistent until every item is collected. You get notified when something lands.

Reminders go out in your name. Clients think you're on top of everything. You are.

Project starts on time

When the portal is 100% complete, your team gets the all-clear. Every document is organized, timestamped, and accessible. Hand off to delivery with zero missing pieces.

Your project management tool, your email, your Slack — connect or copy. Portgate stays out of the way once it's done.

Pricing

Straightforward pricing.
No surprises.

Every plan includes your branded portal, document collection, and automated follow-up. Pick the tier that fits your team.

Starter

$99 /month

For solo consultants and small firms just getting their onboarding organized.

Branded client portal
Unlimited client invites
Document collection checklist
Automated email reminders
Email support

Get started

Your next client deserves a better first impression.

Stop sending Google Forms links and chasing down contracts. Portgate gives you a branded onboarding portal that works while you sleep — so you can start projects faster and look sharper doing it.

Clients in. Projects running.