Juris V-BoxJuris Technologies
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PORTALDIT BOFFINS LTD
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Related Products
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About
Juris V-Box is an all-in-one solution that enables financial institutions to collect, track, and secure customer documents throughout a relationship between the customer and the financial institution.
It is a cloud-based solution with benefits to financial institutions, insurance providers, credit leasing companies, and other organizations that include:
- Reduces human interaction in the document collection process.
- Encrypt and secure all collected documents
- Centralize documents in a cloud-based repository
- Quick solution implementation
- Save operational cost
- Reduce the time taken to submit and manage financial products applications
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About
PORTALD is a branded client portal for UK small businesses to collect documents, photos, forms and signed agreements. Businesses create named checklists, review uploads, approve items or request replacements with a reason. Optional AI checks compare uploads with instructions and provide early feedback; the business makes the final decision. The portal also supports online forms, signatures and staff access with managed roles. A Xero integration lets clients view and download their own invoices, including paid invoices. Clients use the portal in a browser on a phone or computer, with no app to install. Solo costs £25 + VAT per business/month for up to 100 customers and 500 MB of storage. Practice costs £75 + VAT/month for up to 1,000 customers and 5 GB of storage, plus a custom portal domain and priority support. The 14-day Solo trial includes AI checks and requires no payment card. IT BOFFINS LTD builds and operates PORTALD in the UK.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Companies of all sizes that need a document collection solution
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Audience
UK small businesses, accountants, bookkeepers, consultants and service providers collecting client documents and information.
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
£25/business/month
Solo is £25 + VAT per business/month for up to 100 customers and 500 MB of storage. Practice is £75 + VAT per month for up to 1,000 customers and 5 GB of storage, with a custom portal domain and priority support. The 14-day Solo trial includes AI checks and requires no payment card.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationJuris Technologies
Founded: 1997
Malaysia
juristech.net
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Company InformationIT BOFFINS LTD
Founded: 2020
United Kingdom
www.portald.co.uk
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Alternatives |
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Categories |
Categories |
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Document Management Features
Access Controls
Not Supported
Archiving & Retention
Not Supported
Collaboration Tools
Supported
Compliance Tracking
Supported
Document Archiving
Supported
Document Assembly
Supported
Document Capture
Not Supported
Document Conversion
Not Supported
Document Delivery
Not Supported
Document Indexing
Supported
Document Retention
Supported
Electronic Signature
Supported
Email Management
Not Supported
File Recovery
Supported
File Type Conversion
Supported
Forms Management
Not Supported
Full Text Search
Not Supported
Offline Access
Supported
Optical Character Recognition
Supported
Print Management
Not Supported
Version Control
Supported
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Integrations
Xero
Not Supported
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