Portal Mate
Live in 5 business days — or you don't pay

Your Google Docs, reborn as a branded client portal — live in 5 business days.

The AI client portal from Google Docs

We turn the Docs, Sheets and Calendars you already maintain into a secure, AI-powered portal on your own domain. Zero migration. We build it for you.

Get your portal built — risk-free Not ready to talk? Get a free 5-min video teardown of your docs →

No migration · No per-seat fees · 90-day money-back guarantee

A raw Google Doc, as clients see it today
The same content as a branded Portal Mate client portal
Your doc todayYour portal
Built on Google Workspace · Tenant isolation tested on every release · Australian-made, GST invoicing

Sound familiar?

Your client's first screen is Google's brand, not yours — every single week.

"Final_v3_FINAL" — and the client just opened the wrong one in the meeting.

One mis-set share link, and your pricing playbook is in a competitor's inbox.

The content was never the problem. The delivery surface is.

From shared folder to $40k-grade client portal — without re-authoring a thing

This is how an AI client portal from Google Docs gets built — in three steps, none of them yours.

1

Keep writing in Google Docs

Your team changes nothing. Docs, Sheets, Slides, Calendars stay exactly where they are.

2

We wire it into your portal

Branding, your domain, per-client access, AI concierge tuned on your content. We do 100% of the setup.

3

Clients log in, magic-link, no passwords

They see a branded portal with only what's theirs — docs, dashboards, calendars, and an AI that answers from your content.

What changes for your firm

Win bigger deals

pitch with a branded portal, not a folder link

Stop repeating yourself

the AI concierge answers from your docs, 24/7

Every client sees only theirs

access rules down to spreadsheet rows

One "what's happening" view

calendars synced from Sheets or Google Calendar

Grow without a software tax

unlimited internal & client users, never per-seat

Leave anytime

your content never left Google; export your config

Don't imagine it. See your own docs as a portal.

Watch it happen live

Book 20 minutes, bring three Google Docs, and watch them become your branded portal on the call — before you've paid anything.

Book the 20-minute demo

Get a free teardown

Drop a link to your docs or site. Within 24 hours you'll get a 5-minute video: what your client delivery looks like today, and what it'd look like as your portal.

Send my free teardown

Pricing

Studio

A$229/mo

A$2,748/yr

2 months free — first year

  • 3 client portals — then +A$59/portal
  • Unlimited internal & client users
  • Your branding, theme & own subdomain
  • Live Google Docs, Sheets, Slides & Calendar sync
  • AI concierge — 500 msgs/portal/mo
  • Passwordless magic-link client access
  • Role & group access control
  • Multi-language portals
  • Config export (YAML) — no lock-in
Start 14-day trial

Firm

A$1,950/mo

A$23,400/yr

2 months free — first year

  • Everything in Practice
  • 50 client portals — then +A$29/portal
  • SSO/SAML for internal admins
  • SLA + dedicated support channel
  • Multiple Google Workspace connections
  • AI concierge — 5,000 msgs/portal/mo
  • Immutable audit trail + BigQuery export
  • Quarterly optimization review
  • White-glove launch included
Book your launch week

Enterprise

Talk to us

Reseller, white-label, custom terms

  • Everything in Firm
  • Custom portal counts & contracts
  • Security review & procurement support
Talk to us

Every plan: unlimited internal & client users. Extra portals from +A$29/mo. Prices in AUD incl. GST.

Three guarantees, in writing

Live in 5 days — or free.

Your first portal is live within 5 business days of kickoff, or your launch build costs $0 — and we keep building until it's live.

90-day win guarantee.

Run it for 90 days. If it hasn't made you look more professional to a single client, every subscription dollar back — and you keep your config export.

Your data never moved.

Content stays in your Google Workspace. Cancel anytime, export everything. There's nothing to migrate back, because we never migrated anything away.

AI client portal from Google Docs — your questions

Why not just keep sharing Google Docs?

You should keep using Google Docs — that's the point. Your team keeps writing exactly where it writes today. What changes is what clients see: instead of Google's chrome and share links, they get your brand, your domain, your access rules — with an AI concierge on top. Zero re-authoring, zero migration.

How is this different from client-portal tools at $29/seat?

Those tools charge per seat and make you re-author content in their editor. A 6-person team already pays $174–530 a month before a single client logs in. Portal Mate prices per practice — unlimited internal and client users — keeps content in Google Docs, and we build it for you.

Is my data safe? Where does it live?

Your content never leaves your Google Workspace — the portal renders it and stays in sync. Tenant isolation is tested on every release, access rules go down to individual clients, and you're dealing with a GST-invoiced Australian company.

Will the AI say wrong things to my clients?

The concierge is tuned on your documents before go-live and answers only from your content and sites you approve. When it doesn't know, it says so. You watch it work throughout your 90-day guarantee window — if it embarrasses you, that guarantee has you covered.

Will AI costs surprise me?

No. Every plan includes a generous monthly allowance per portal, and we never bill per message. If you want unlimited, bring your own AI key and pay your provider directly — the portal supports that out of the box.

What if we want to leave?

Cancel anytime and take a full export of your configuration. Your content is already in your Google Workspace — it never moved — so there's nothing to migrate back. Leaving takes minutes, which is exactly why you won't feel trapped staying.

How fast is setup, really?

Five business days, timed from your kickoff call — and we do the work, not you. You supply the documents and branding; we wire the portal, access rules and AI. If it isn't live in five business days, your launch build is free.

Look like the firm you actually are.

20 minutes. Three of your Google Docs. Watch them become your client portal.

Book the demo

Prefer self-serve? Start the Studio trial →

Book the 20-minute demo