Pricing

Pricing Plans

At DocPortal, we offer two pricing tiers to meet the needs of businesses of all sizes. Whether you're a solo practitioner or a large enterprise, our platform is designed to provide the security, simplicity, and flexibility you need to manage client workflows with ease.

Standard Plan

£30pcm

Our Standard Plan is perfect for businesses or individual practitioners who need a secure and reliable platform to manage client workflows. This plan includes:

+Secure document sharing and storage
+Secure messaging
+Digital executor
+Salesforce integration
+Outlook integration
+´Dedicated customer support

Our Standard Plan is an affordable option that includes all the essentials you need to provide exceptional client service and increase business efficiency. The Standard Plan starts at just £30+vat per month.                                                                                   

Bespoke Plan

£POA

Our Bespoke Plan is designed for businesses who want their own branded app. This plan includes all the features of the Standard Plan, as well as:

+Custom branded mobile application
+API access
+Priority customer support                                                                                                                                                                                                                                                                                                                                                                

The Enterprise Plan offers a more bespoke business solution with the flexibility to customise the platform to meet your unique needs, as well as access to our most advanced security features.                                                                                                         

What you get...

Features & Benefits

At DocPortal, we understand the pain points that come with managing client workflows. That's why we've developed a platform that simplifies the process while ensuring security, compliance, and peace of mind. Here are just a few of the features and benefits of DocPortal:

Digital Executor                    

Benefit:
Provide clients with a digital tool to appoint an executor for their estate, making it easier to manage legacy planning.

Secure Messaging & Voice Transcript

Benefit:
With our secure messaging and video call platform, communication with clients are in one centralised app. With voice transcription, it is easy to keep a record of your discussions with clients.

CRM Integration                   

Benefit:
Seamless integration of the portal in your firm’s existing CRM software, increasing efficiency and productivity.

Get Started Today

Ready to take your client experience to the next level? Sign up to one of our plans above and transform your workflows, security, and business efficiencies.      

For more information about our pricing plans and features, please don't hesitate to contact us. Our team is always here to help.

Support

Frequently asked questions

Everything you need to know about the product and billing. Can’t find the answer you’re looking for? Please chat with our friendly team.

Can I change my plan later?

Of course. Our pricing scales with your needs. Chat with our friendly team to find a solution that works for you.

My client is abroad can they use the DocPortal service?

Yes, your client can access their DocPortal account anywhere in the world by downloading the app or logging in via a web browser.

Is there ongoing technical support and training?

Any technical support or questions you have we are always happy to help. Our friendly team are always on hand to assist you.

Can other info be added to my invoice?

Chat with our friendly team and they’ll find a solution that works for you.

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