Turn any Word handbook into a beautiful online portal in your client's brand. Staff read, search, download and acknowledge every policy, and you add a recurring service to every client.
Every portal, PDF and email carries your client's logo, colours and name. It looks like they built it.
Upload the handbook you've already written in Word. We do the rest, and you check it before anyone sees it.
Resell it at your own price. One more reason clients stay with you, and one more line on every invoice.
No rewriting and no design work. You bring the handbook you already have.
Drop in the full Word handbook, or single policies. We split it into policies, find the sections and keep the headings, lists and tables.
Add the client's logo and we match the colours from it. Choose fonts, layout and PDF design, with a live preview as you go.
Staff get a branded invite, read each policy online or as a PDF, and confirm they've read it. You see exactly who has and who hasn't.
One price per handbook, and every feature is included.
Whole handbooks are split into policies and sections automatically, ready for you to check.
Each policy, or the whole handbook with a cover, contents and page numbers, in the client's brand.
Staff confirm they've read each policy. Automatic reminders chase anyone who hasn't.
Every version is kept. Updates are emailed to staff and can ask everyone to acknowledge again.
Each client gets their own address, sign-in page and favicon, all in their brand.
Individual email logins with full tracking, or one simple shared password.
Let your client manage their own people, and show some policies to some teams only.
Staff find the right policy in seconds, on any phone, tablet or computer.
When a dispute or tribunal comes round, "we sent it to everyone" isn't enough. Handbook Portal records who read and acknowledged each version of each policy, and when.
One price per client handbook. Monthly, rolling, cancel any time.
Every consultant gets one, clearly marked as a demo, to show clients how theirs would look. No card needed.
Managing a lot of clients? Talk to us about monthly invoicing.
No. Every portal is fully white-label. Staff see your client's name, logo and colours on every page, PDF and email. Nothing says Handbook Portal.
Yes, and you set the price. You pay £20 + VAT a month for each handbook and charge your client whatever suits your service. Many consultants bundle it into a retainer.
Your client's handbook as a Word document. Upload the whole handbook or single policies. We split it into policies and sections using its headings, and you check everything before it goes live.
Upload the new Word file. We spot which policies changed, keep the old versions in the history, email staff about the update, and can ask everyone to acknowledge it again.
You choose for each client. Individual logins give you acknowledgements, reminders and a full record of who has read what. Or use one shared password for a simple read-only handbook.
Yes. Give someone at your client the Admin role and they can invite staff, upload updates, chase acknowledgements and adjust the branding, while you stay in control of billing and the settings you lock.
Each handbook is £20 + VAT a month after a 7-day free trial, paid by card. Cancel a handbook any time. If you manage lots of clients, talk to us about monthly invoicing.
Yes. Every consultant gets a free demo handbook to show clients how theirs would look, with no card needed.
Create your account and your free demo handbook in a couple of minutes.