Done-For-You Setup

Your custom client portal set up & live in 7 days

No time to configure your portals? We handle the entire configuration, custom styling, WordPress embedding, and automations setup.

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Save Precious Time

Send us your checklist or raw requirements, we take care of structuring the perfect client experience.

Branded & Embedded

Seamless styling to match your colors and fonts, directly embedded on WordPress (no iframe).

Ready to Automate

Direct connection to your business tools (Zapier, Notion, Webhooks) and emails follow-up configuration.

Package details

Everything included in the turnkey setup

We do not just build a simple questionnaire. We set up an operational collection channel that saves your team time.

Portal configuration: Multi-step layout design of your custom client questions.
Branding & CSS styling: Implementation of your logo, custom colors, and typography.
WordPress embedding: Seamless output on your site pages using shortcodes.
Email notifications: Scoped template layout with operator summaries and 1-click reminders.
Integrations & Connectors: Linking fields to Zapier, Google Drive, Notion, or Webhooks.
1-year Starter license included (worth €252) for automated updates and sync.
Priority email support: Direct support and assistance for 12 months.

Flat launch pricing

Done-For-You Portal

499 € one-time payment

Best for accounting firms, law firms, and agencies wanting a smooth operations flow without investing development hours.

Book configuration

Includes 1 year of Starter license worth €252.

Who is this for?

Built for file-heavy operational sectors

Accounting Firms

Structured monthly tax and bookkeeping receipts collection with automatic client-email followups.

Lawyers & Attorneys

Confidential collection of signed mandates, identity verification proofs, and case supporting files.

HR & Recruiting

Direct portals for candidate profile completion, ID collection, contract signing, and credentials upload.

Agencies & Creators

Centralized onboarding briefs, server credentials, branding assets, and copy before project kick-off.

How it works

Four steps to get your portal live

1. Send Your Draft

Send us your current sheets, checklists, PDF list of questions, or email templates.

2. Portal Design

Our team builds the step-by-step UI and styles it with your fonts and brand colors.

3. Embed & Link

We deploy the shortcode on your WordPress site and set up Zapier or Notion hooks.

4. Live Handoff

We test the submission experience live with you and hand off with a 10-minute guide.

Frequently asked questions

What happens after the first year?

The package includes a 1-year Starter license (worth €252). After 12 months, you can choose to renew the Starter license at €21/month to continue receiving updates and Cloud synchronization, or downgrade to the free version while keeping your existing embedded portals.

Can I modify the portals myself later?

Yes. You retain complete ownership. You can add, modify, or delete steps and fields at any time using the visual drag-and-drop builder directly inside your WordPress dashboard.

Which business tools can you connect to?

We can connect your submissions to Google Drive, Notion, Slack, HubSpot, Trello, or standard operational emails, either natively or using Zapier integrations.

Ready to outsource your portal configuration?

Get in touch with our team today. Let us review your current collection flow and start building your custom portal.

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