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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Consilio stands as a premier leader in the realm of legal consulting and services, dedicated to advancing our clients' objectives through our established solutions and expertise. The result of extensive, multi-year investments, Consilio Complete is a comprehensive legal services and technology platform that unites exceptional expertise, cutting-edge innovations in technology and data, as well as efficient workflows. With eight integrated capabilities, our platform is designed to enhance efficiency, mitigate client risk, and manage costs related to investigations, eDiscovery, and workflows, all aimed at providing a cohesive experience. The powerful modules within this platform collaborate seamlessly to create a solid foundation that has been validated by some of the world's top law firms and multinational corporations. Our proven proficiency spans various practice areas, challenges, and industries, allowing us to effectively serve clients ranging from small businesses to large enterprises. Moreover, this extensive support network is bolstered by a team of experienced professionals, including data operations engineers and analytics specialists, who ensure clients receive the highest level of service. This commitment to excellence and integration positions Consilio as a trusted partner in navigating complex legal landscapes.

Description

PORTALD serves as a specialized client portal designed for small businesses in the UK, enabling them to efficiently gather documents, photos, forms, and signed agreements. Users can create specific checklists, review uploaded materials, approve submissions, or request replacements along with a justification. Additionally, optional AI checks assess uploads against provided instructions and offer preliminary feedback, although the business retains the ultimate decision-making authority. The platform includes features for online forms, electronic signatures, and staff access with defined roles. With an integration for Xero, clients can easily view and download their invoices, encompassing both paid and unpaid. Accessible via a web browser on either mobile devices or computers, PORTALD eliminates the need for any app installations. The Solo plan is available at £25 + VAT per month for businesses with up to 100 customers and provides 500 MB of storage, while the Practice plan costs £75 + VAT per month, accommodating up to 1,000 customers with 5 GB of storage, a custom portal domain, and priority support. Users can explore a 14-day Solo trial that includes AI checks without requiring a credit card. Developed and managed by IT BOFFINS LTD in the UK, PORTALD aims to streamline administrative tasks and improve client interaction for small enterprises. The combination of user-friendly features and flexible pricing plans makes PORTALD an appealing option for businesses looking to enhance their document management processes.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Sightline Yes 
Xero No 

Integrations

Sightline No 
Xero Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

£25/business/month
Solo is £25 + VAT per business/month for up to 100 customers and 500 MB of storage. Practice is £75 + VAT per month for up to 1,000 customers and 5 GB of storage, with a custom portal domain and priority support. The 14-day Solo trial includes AI checks and requires no payment card.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Consilio

Country

United States

Website

www.consilio.com/complete/

Vendor Details

Company Name

IT BOFFINS LTD

Founded

2020

Country

United Kingdom

Website

www.portald.co.uk

Product Features

eDiscovery

Case Analytics No 
Compliance Management No 
Discussion Threads No 
Document Indexing No 
Document Tracking No 
Full Text Extraction No 
Keyword Search No 
Metadata Extraction No 
Topic Clustering No 

Product Features

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