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Legal, Notary & Records Compliance · Live demo portal

Every client.
Every document.
One secure portal.

Intake, document access, compliance records and billing running on one secure portal, built around how your firm actually handles matters rather than how a generic practice tool expects it to.

See past builds
Fixed quote in 24 hoursCancel anytime before kickoffYou own everything
Client portal showing matter status, uploaded documents and outstanding intake items.
4
Portals in one system
2-3wks
Average delivery time
Fixed
Price and date, always

Sound familiar

Problems we hear every week.

Intake arriving as PDFs and email
Clients calling for document status
Compliance evidence scattered
No audit trail
Sensitive files sent as attachments
Staff and client views mixed up
Subscription billing handled by hand
Software that doesn't fit your workflow

Why Portalcrafter

Built for your firm. Not the average one.

Off-the-shelf practice software is built for the average firm. This is built for yours.

Role-based document access

Off-the-shelf

All or nothing

Portalcrafter

Per document

Intake linked to the matter

Off-the-shelf

Emailed PDFs

Portalcrafter

Structured forms

On-demand compliance reports

Off-the-shelf

Manual assembly

Portalcrafter

Generated instantly

Subscription billing for clients

Off-the-shelf

Separate invoicing

Portalcrafter

Stripe built in

White-labeled under your domain

Off-the-shelf

Their branding

Portalcrafter

Your brand

Built around your exact workflow

Off-the-shelf

You adapt to it

Portalcrafter

Built for you

What we build

Four front doors. One system.

Clients, staff, trusted advisors and admins each get their own login with exactly the access they need, and every document lives in the same database.

Client portal in a demo Legal, Notary & Records Compliance portal, showing Clerkwell Legal with sample records

Proof

Secure portals we've shipped.

The brief, the stack, and the problem solved.

Every build above is a permissioned client portal on Softr and Airtable. See the full portfolio with the brief and outcome for each, what each package costs and includes, or how we handle your customers' data.

Most projects start within 48 hours

Ready to build it right?

Fixed price. Fixed date. You own everything we build — the Airtable base, the Softr frontend, and every automation we configure.

See pricing and packages
Fixed quote in 24 hoursMutual NDA within 24 hoursCancel anytime before kickoff