Get your day back from your phone.
Portal Assist answers every call and text, books the work, and follows up — in your own voice, 24/7. You get the recap; you get your day back. Live in two minutes.
Wanted a cleaning this Thursday. I answered, booked her in for 2:00 PM, and texted a confirmation.
Set up in two minutes
No hardware, no phone trees, no contracts. Three steps and your line is covered.
Pick your number
Choose a local number in your area code. It's yours instantly.
Set your greeting
Tell it how to answer and a little about what you do.
Go live
It answers every call and text, taking messages, booking, and sending you the gist.
Made for independent advisors and law practices
Your phone line and your AI assistant in one, writing straight into Clio or Wealthbox. Returning clients are recognized the moment they call or text, and every conversation is logged to their file automatically — no separate phone system to bolt on, no manual note-taking, nothing slips.
The stuff that eats your day — handled.
The call you can't take
You're on a job, with a client, or asleep. It answers in your voice, gets the details, and books them in — you get a text with the gist.
The customer who'd rather text
It replies instantly, answers their questions, and captures what they need — no thumb-typing between jobs.
The booking back-and-forth
It offers your real availability and books straight to your calendar. No phone tag.
The follow-up you forgot
It nudges the quote you never chased and the client who went quiet — with a message you approve in one tap.
The to-dos buried in calls
“Call me back Tuesday” becomes a task in your list, automatically.
The “who called and why”
Every conversation summarized and logged to the client's file. Nothing slips, and you're not taking notes.
You stay in control — jump into any conversation and take over from the AI anytime.
Built for teams
Add staff with their own calendars and round-robin booking, so the right person always gets the appointment.
Every call and text, handled and logged.
See who reached out and why, with summaries, sentiment, bookings and callbacks in one clean dashboard.
Your business number now texts back.
Most customers would rather text than call. Now your line answers them. Your assistant replies in your voice, books and captures details, and hands off the moment it matters. Add it to any plan for $39/mo.
Start your free trial →Simple, honest pricing.
Every plan includes a 7-day free trial. A card is required to start — no surprises, cancel anytime.
- 24/7 call & text answering
- Recaps & summaries after every conversation
- Self-serve booking + calendar sync
- Everything in Starter
- More than double the call volume
- Built for busy front desks
- Everything in Pro
- Our highest call volume
- Team scheduling & round-robin booking
Questions, answered.
How fast can I go live?
Pick a local number, set your greeting, and your line is answering in about two minutes.
Can I use my existing business number?
Yes. We're a telecom, so you can bring your existing business number to Portal Assist. Start today on a new local number, and we'll port your current one over; once the port completes, your assistant answers on it, with calls, texts, and booking all tied in. Ports usually take a few business days, so just reach out and we'll handle it.
Do I own my phone number?
A number we provide is leased to you as part of your subscription rather than owned, and it stays with Portal Assist (numbers can't be ported out during a trial). On a paid plan we won't block a port-out, since that's your right under CRTC rules, but our numbers are designed to live with the service. A number you port in stays yours: you can port it back out anytime, or take it with you if you upgrade to another Portal Networks product, such as a dedicated 3CX or Yeastar PBX (see the upgrade path at portalnetworks.ca).
What happens to calls it can't handle?
It takes a message, captures a callback, or hands off to you — so nothing falls through.
Where is my data stored?
Your AI texting, summaries, and callbacks are processed in Canada on our own self-hosted AI infrastructure — our own language model and voice engine. Live phone-call handling currently uses a US AI provider while we finish moving our voice stack to Canada. A few supporting services also run in the United States — call transcription and our cloud hosting. Everything is encrypted in transit and at rest, with PIPEDA-aligned privacy practices and a SOC 2 program underway. See our Privacy Policy for details.
Is your AI Canadian?
Yes. Portal Assist is built and run by Portal Networks, a Canadian-owned telecom — your AI texting and summaries run on our own AI infrastructure in Canada, not resold from a US vendor, and we're actively moving live-call voice there too. Reducing our reliance on US providers is a deliberate priority on our path to Canadian AI sovereignty.
Does it work with my calendar?
Yes. Connect Google Calendar or Microsoft Outlook, and customers can self-book times that sync straight to it.
Does this replace my CRM or client-management software?
No — it works with the CRM you already use and makes it richer. Portal Assist connects to Clio (law practices) and Wealthbox (financial advisors): returning clients are recognized the moment they call or text, and a summary of every call and conversation is written straight to their existing record — so the file stays current with no manual note-taking, and there's no separate system to keep in sync. It can also add a new contact when the assistant captures a new lead's details. Your CRM stays the source of truth; Portal Assist just keeps it fed. You set it up from the Integrations page in your dashboard.
Can it text my customers back?
Yes — add AI Texting to any plan and your business number can receive and reply to texts. Customers text the same number they'd call; your assistant answers in your voice, handles questions, books appointments, and captures what they need. You can jump into any conversation and take over from the AI whenever you want.
Can it follow up with quiet customers?
Yes. Portal Assist spots clients who've gone quiet or quotes you never chased and drafts a friendly re-engagement text for each one — you review and send with a tap, or let it send automatically. Action items it hears on calls and texts (“call me back Tuesday”) can also flow into your to-do list.
Can I cancel anytime?
Yes, no contracts, cancel anytime. Every paid plan includes a 7-day free trial.
Built by Portal Networks.
Portal Assist is built and run by Portal Networks, a Canadian business telecom and managed-services provider headquartered in Kitchener, Ontario. Real phone infrastructure and real support behind every call.