About Portalbender

The company that publishes Portalbender and the checks each guide passes before it goes up.

Portalbender is a small set of guides and a printable worksheet about client portals and deal rooms: the private pages where a firm and its clients, or a seller and a buyer, trade documents once the work or the sale is under way. Its readers run bookkeeping practices, accounting firms, small law offices and consulting firms, or they are selling a business with a broker beside them.

The publisher

Heirloom Acquisitions LLC, a small company run by its owner, publishes Portalbender. The company works with owners of land service companies who are preparing to sell, and with business brokers. The booking button on this site opens a call with the company.

Selling a small company means sharing documents with a broker and with each buyer, and the deal room guide covers that shared space.

Checks on every guide

Every guide starts as a draft written with AI help, which the company's owner checks against its sources and approves before publication. A guide shows two dates, when it was published and when its facts were last checked, and ends with its sources.

Each worked example that is made up says so in its opening words. The real cases in the guides come from public records, such as Federal Trade Commission press releases, and each links its record. Pages that touch legal duties describe rules in the United States as general information, never legal advice. A corrected guide shows a new last-checked date.

Book a 30-minute call (opens Google Calendar)

Talk through who sees which files

A 30-minute call about a client portal or a deal room, and about who should see which files. Bring the access plan if it is started.

Book a 30-minute callOpen the worksheet

Booking opens Google Calendar in a new tab.