Portvex replaces the chaos of onboarding emails, Notion docs, and Google Forms with a single branded client portal. Your clients complete everything in one place — you start work faster.
2 min
avg time to create a portal
6 types
of onboarding steps
100%
no-code, no friction
Your Agency
Acme Corp Onboarding
2 of 4 done
How it works
Pick a template or start blank. Add steps — forms, file uploads, approvals, payments — in any order you want.
One click sends a branded magic-link email. No passwords, no friction. Your client lands directly on their checklist.
Get notified as each step completes. When everything's done, you're ready to start. No chasing, no back-and-forth.
Features
Drag-and-drop form builder with text, email, phone, select, and checkbox fields. Clients fill them in one clean flow.
Let clients upload contracts, assets, and documents directly into your portal. Files stored privately on Supabase Storage.
Collect upfront payments via Stripe before a single hour of work begins. No chasing invoices.
Clients acknowledge terms, scope docs, or creative briefs right inside the portal. Full audit trail kept.
Send clients a branded email invite — no account creation needed. One click and they're in.
See exactly where each client is in real time. Activity log, step completion, and deposit status at a glance.
Templates
Six industry-specific templates with pre-built steps. Customise as much or as little as you like.
GHL Agency
CRM setup, access, kick-off call
Web Design
Brief, assets, deposit, approval
Marketing Agency
Goals, brand kit, ad access
Real Estate
Docs, ID, buyer preferences
Law Firm
ID, docs, engagement letter
Insurance
Info, docs, policy review
Enterprise-grade security
Row-level security on every record. Files stored privately. Sessions via httpOnly cookies.
Stripe-powered payments
Collect deposits with full PCI compliance. Funds go straight to your Stripe account.
No client accounts needed
Clients access their portal via a magic link. No passwords, no friction, no dropoff.
Pricing
Start free. Scale as you grow. No contracts, cancel anytime.
Free
Explore the product with no commitment.
3 portals / month
Starter
For growing agencies handling more clients.
25 portals / month
Pro
Unlimited portals, every feature, white-glove support.
Unlimited portals
Free to start. No credit card. Your first portal is live before your next coffee gets cold.
Create your free accountFree forever on the free plan. No card required.