Consultancy
7 pagesFor consultants and agencies who sign an agreement, take payment, then get to work.
- Welcome
- Getting started
- Service agreement
- Invoices
- About your business
- Documents
- Messages
Built for your first ten clients
Give every client one private, branded place to sign the agreement, pay the invoice, upload their files and ask you questions — instead of a thread of emails nobody can find. One payment of $199. No monthly subscription for anything on this page.
How it works
No onboarding call, no implementation fee, no consultant. You will spend longer choosing your brand colour than setting the thing up.
Choose the setup closest to your work. Your portal is built with the right pages already in it, written in plain English — not an empty canvas asking you to be a designer.
Change the words, set your brand colour, paste in your own agreement. Your portal gets its own web address with your business name in it, plus a simple public page for people who find you.
Send an invite and your client signs in. They see only their own pages: what to do next, their documents, their invoices, and a private message thread with you. Nobody sees anyone else.
What's inside
Every page in a portal is one of these. Add them, reorder them, show a page to everyone or to a single client. All ten come with the one payment — not one of them is locked behind a higher tier.
Greet the client with a heading, message, and optional intro video.
Walk the client through a checklist of onboarding tasks.
Collect answers from the client with a short custom form.
Exchange files with the client — you upload deliverables, they upload assets.
Share helpful background reading and links with the client.
Let the client book time with you through an embedded scheduling link.
Give the client a private two-way message thread with you.
Bill the client and let them pay online — invoices you raise appear here.
Have the client read an agreement and sign it by typing their name.
Say goodbye with a short exit survey and an optional testimonial request.
Starting points
Each template builds a complete set of pages, already written for a real business rather than filled with placeholder text. Rewrite any of it — nothing is locked.
For consultants and agencies who sign an agreement, take payment, then get to work.
For coaches and practitioners onboarding a new client with an intake form and a booked session.
For studios and agencies delivering project work, sharing files, and billing clients.
For VAs and freelancers onboarding a new client quickly — a form, files, and a place to chat.
Pricing
Not per month. Not per client. Not per seat. One payment for the portal, and the list below is what it buys.
$199 one-time
launch price
The one other cost, said up front: when a client pays an invoice through your portal, OurPortal takes 2% and Stripe charges its own processing fee. Nothing is deducted from work you bill outside the portal.
Straight answers
Including the ones with an awkward answer.
Yes. $199 once unlocks a portal, and everything listed on this page keeps working with no monthly bill. We plan to add an optional paid extra later — a custom domain of your own, and some AI help writing your pages — but it will be exactly that: optional, and on top of a portal that already works without it.
No. Your clients sign in free, on any number of devices. The only money that moves between you and a client is an invoice you send them.
You connect your own Stripe account, so invoice payments land in your account — we never hold your money. When a client pays an invoice through your portal we take 2%, and Stripe takes its own processing fee on top. On a $1,000 invoice that is $20 to us. If you would rather bill outside the portal, you can: nothing forces payments through it.
No, and that is the whole point. There is no code, no template language and no plugin store. You pick a starting point, edit the words in a form, and press publish. If you can write an email you can run this.
Not yet — today your portal lives at your business name plus our domain. A custom domain is the first thing on the paid-extra list above. We would rather say that plainly than let you find out after paying.
OurPortal records a simple electronic signature: your client types their name, and we store the time, their IP address and a fingerprint of the exact document they agreed to. That is enough for the everyday agreements most service businesses sign, and it will show you if the document was edited afterwards. It is not a certified e-signature service, so for anything high-stakes, ask your lawyer first.
They go into private storage, not a public link. Every download is checked against who is asking: you can reach your own clients’ files, and a client can only ever reach their own. There is no shareable URL to leak.
Nothing expires and no card gets charged again, because there is no card on file. Your portal keeps serving your clients whether you log in weekly or twice a year.
Ready when you are
Set it up this afternoon, invite your first client tonight. $199 once — and that is the last you will hear from us about money.
Checkout runs on Stripe · your card details never touch our servers