Pricing

Pricing Plans

At DocPortal, we offer three 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.

Premium

£30

Per User/Month + App Build Fee

Our Premium Plan is perfect for businesses or individual practitioners who need a secure and reliable platform to manage client communication.

This plan includes:

+Secure document sharing
+Unlimited client accounts
+Unlimited document storage
+Client digital legacy vault
+DocuSign integration
+Outlook integration
+Dedicated customer support

Premium Plus

£55

Per User/Month + App Build Fee

Our Premium Plus Plan has all the benefits of the Premium Plan plus the ability to supercharge client acquisition and experience.

This plan includes:

+Secure document sharing
+Unlimited client accounts
+Unlimited document storage
+Client digital legacy vault
+DocuSign integration
+Outlook integration
+Dedicated customer support

Plus:
+Automated client acquisition tool
+Secure messaging
+Appointed customer success manager
+API access

Enterprise

Call us

Our Enterprise Plan is designed for larger businesses with more complex  needs. This plan includes all the features of the Premium Plus Plan but can be customised to specific development and security requirements.

+Bespoke integrations 
+Project management
+Solutions architect
+Custom branding options
+API access & support
+Priority customer support

All prices shown are exclusive of VAT.

What you get...

Features & Benefits

At DocPortal, we understand the pain points that come with managing clients.

Client Digital Legacy Feature

Provide clients with a secure vault to safely store their personal information and appoint an executor for their estate, making it easier to manage legacy planning.

Secure Document Sharing & Chat

With our secure document sharing and messaging feature, all communication with clients are managed in one centralised app.

Custom Branded Mobile App

Having your own company app promotes your organisations brand and provides your clients with a recognised place to build their legacy.

Get Started Today

Ready to take your client experience to the next level? Get started today with one of our plans above.     

For more information about our pricing plans and features, please don't hesitate to contact us.

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