Client Portals for your Industry
Choose the portal that best fits your business needs.
Start your Client Portals trial
Professional services are made easier with Judo Portals, a secure and easy way to request and share documents and questionnaires with clients. Perfect for accounting, legal discovery, financial due diligence, M&A, fundraising, Homeowners Associations (HOA) and other sensitive transactions.
The Best Experience for Your Clients
Make client intake effortless, organized, and stress-free.
See Judo in Action
Keep Clients on Track with Smart Checklists
No more back-and-forth emails. Judo guides clients step by step, so they know exactly what to do. In-app chat lets you provide instant support when needed.
Reduce Errors with Adaptive Questionnaires
Ensure accurate, complete submissions the first time. Judo’s smart forms include tooltips, validation, and clear instructions—so clients never get stuck.
Save Time with Ready-to-Use Templates
Jumpstart your workflow with pre-built templates for accounting, legal, lending, and M&A—or customize your own for even greater efficiency.
Stay Organized with a Centralized Dashboard
Track requests, manage documents, and monitor progress—all in one secure place, giving you full visibility and control.
Save time with your own AI Copilot
Work smarter, move faster, and get 10x more done.
Max Blackwood
Your AI Copilot
Flexible Pricing to Suit Your Business
Scalable pricing designed to grow with you, whether you’re just starting out or already established.
| Solo | Business | Enterprise | |
|---|---|---|---|
| For individuals running a small business with basic needs | For small to medium-sized businesses with multiple employees requiring access to data rooms | For high volume data room use | |
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Base price/month
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$75 | $250 | $1000 |
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Included Studio users
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1 | 5 | 25 |
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Price per additional user
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$50 | $50 | $50 |
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Number of active data rooms
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100 | 250 | 500 |
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Price per additional data room
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$10 | $10 | $10 |
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Client participants per data room
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2 | 10 | 25 |
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File storage included per data room
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50MB | 250MB | 500MB |
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Data retention
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1 year | 3 years | 5 years |
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Organization features
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Studio users edit templates, create data rooms and share out to clients
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Assign tasks to Employees or Data room viewers
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“Need to know” restrictions within the dataroom for sensitive information (e.g., payroll)
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AI Features
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AI Assistant can answer domain-specific questions in the studio
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Copilot: Assistant can manage the workspace for you
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Automatically tag files by document type (specific tax form, bank statement, etc) - Coming soon
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Start for Free
See how simple it can be—no commitment required.
Start your Client Portals trial
Professional services are made easier with Judo Portals, a secure and easy way to request and share documents and questionnaires with clients. Perfect for accounting, legal discovery, financial due diligence, M&A, fundraising, Homeowners Associations (HOA) and other sensitive transactions.
Talk to Us
Get in touch for a guided tour.