Client Portal
Client portal for survey firms - let clients submit and track requests.
Kudurru Stone gives your firm its own branded request forms with a shareable link, and every request a client submits gets a reference number they can track.
No credit card required.
Without a front door, intake is chaos.
Survey requests come in by phone, email, and the occasional voicemail you can't quite hear. Details get lost, nobody's sure what was promised, and clients keep calling to ask whether you got their request - and the chaos becomes a billing and scheduling problem the moment the job starts.
Client Portal
A branded request form, with a reference they can track.
Request received
We emailed a copy and a tracking link.
Tracking reference
KS-20418
From a request to a job, with nothing retyped.
Build your own request form
Create a form, name it, and add the fields you need - text, email, phone, dropdown, checkbox, or a longer description box - marking each required or optional. Preview, then publish. Run as many forms as you want.
Share one link
Each form has its own URL on your branded portal - your logo, your colors, your welcome message. Put it on your website or email it to a client.
Every submission gets a reference number
The client sees a confirmation with a tracking reference, gets a confirmation email, and your team gets an internal notification with every field they entered.
Turn a request into a job
Convert a submitted request into a project - with a project number and, if you want, a QuickBooks sync - without retyping anything the client already gave you.
Not a generic contact form.
You build the exact intake your firm runs - multiple named forms, your own fields, your own branding - and every request lands as a structured record with a reference number, not a free-text email you have to decode. And because it's the same system that runs your projects, a request becomes a project in one step. Clients can also log in passwordlessly to track their projects and exchange files with you directly - all in one portal.
Plan availability: The Client Portal is part of the Keystone package.
Client portal questions.
Yes. You build your own forms - name them, add fields (text, email, phone, dropdown, checkbox, or a description box), mark fields required, and preview before publishing.
Yes. Run as many forms as you need - a quote request, a boundary survey, an ALTA - each with its own shareable URL on your branded portal.
Yes. Your logo, colors, company name, and a welcome message appear on the portal.
A reference number on a confirmation page and a confirmation email. Your team gets an internal notification with everything the client entered.
Yes. A submitted request can be converted into a project - with a project number and an optional QuickBooks sync - without re-entering the details.
Yes. Clients sign in with a passwordless magic link to see their projects and exchange files with your team through dedicated folders.
The Client Portal is part of the Keystone package. Contact us and we'll get your firm set up on the right plan.
Keep exploring
Build your first request form and share the link.
Seven days. No credit card. No demo required. Give your firm a front door clients can actually use.