Portico
- Android app
- Not listed
- Free plan
- Yes
- Paid plans from
- $29/mo
- Runs on
- api, Web
Summary
Portico is a client onboarding platform that combines intake, document uploads, signatures, and payments in a guided process. Its multi-step forms offer conditional logic, validation, file uploads, and automatic saving. Clients can follow progress in a branded portal and access their submitted responses and signed documents through magic-link access. Embedded e-signatures are described as supporting the ESIGN Act and eIDAS, with timestamps and IP address logging. Portico can collect deposits, retainers, or project fees through Stripe during onboarding. Listed integrations include QuickBooks Online, Xero, HubSpot, Pipedrive, Slack, Gmail, Zapier, and Make. A REST API and webhooks support programmatic onboarding management and real-time event notifications. The maker lists consent collection, data export, erasure, and configurable retention as GDPR features; SOC 2 Type II and ISO 27001 are marked planned. Free accounts allow three active onboardings per month, defined as those not completed or archived. Each plan begins with a 14-day Pro trial without a credit card, after which the account moves to Free automatically. Annual-billing prices are $29/mo for Starter, $59/mo for Pro, and $119/mo for Business.
Who it is for
Portico is presented for service businesses such as agencies, accountants, bookkeepers, legal practices, consultants, coaches, and freelancers. It suits teams that want forms, documents, signatures, and payments in a guided client onboarding process.
What is good
- Free plan includes three active onboardings per month.
- Forms support conditional logic and file uploads.
- Clients get a branded portal with magic-link access.
- Payments can be collected through Stripe.
- REST API and webhooks are available.
What to know first
- Free plan is limited to three active onboardings monthly.
- Starter is $29/mo billed annually.
- SOC 2 Type II and ISO 27001 are planned, not listed as current.
Verdict
Portico combines intake forms, client document access, signatures, and Stripe payments in one onboarding flow. Its free tier has a small active-onboarding allowance, while the listed paid prices are annual-billing rates.
Portico plans and pricing
All plansCompared on client intake software
- Free plan
- Yesportico.run
- Paid from
- $29/moportico.run
- Client portal
- Yesportico.run
- E-signatures
- Yesportico.run
- Document uploads
- Yesportico.run
- Workflow automation
- conditionalportico.run
- Payment collection
- Yesportico.run
- Custom branding
- Yesportico.run
Facts
- Product
- Portico describes itself as a client onboarding platform that combines intake, document uploads, signatures, and payments in one guided flow.portico.run · 30 Sept 2026
- Forms
- Its multi-step forms support conditional logic, validation, file uploads, and automatic saving.portico.run · 30 Sept 2026
- Signatures
- The maker says embedded e-signatures support the ESIGN Act and eIDAS and are timestamped with IP address logging.portico.run · 30 Sept 2026
- Payments
- Portico collects deposits, retainers, or project fees through Stripe within the onboarding flow.portico.run · 30 Sept 2026
- Integrations
- The integrations page lists QuickBooks Online, Xero, HubSpot, Pipedrive, Slack, Gmail, Zapier, and Make.portico.run · 30 Sept 2026
- API
- Portico offers a REST API and webhooks for programmatic onboarding management and real-time event notifications.portico.run · 30 Sept 2026
- Security
- The security page states that stored data is encrypted with AES-256, data in transit uses TLS 1.2+, and audit events are cryptographically linked using SHA-256 hashing.portico.run · 30 Sept 2026
- Privacy and compliance
- The maker lists consent collection, data export, erasure, and configurable retention as GDPR features; SOC 2 Type II and ISO 27001 are marked planned.portico.run · 30 Sept 2026
- Infrastructure
- The security page says Portico uses Supabase on AWS, PostgreSQL with team-scoped access, and AWS S3 file storage.portico.run · 30 Sept 2026
- Limit
- Free plan accounts include three active onboardings per month, and active means an onboarding that has not been completed or archived.portico.run · 30 Sept 2026
- Trial
- Every plan starts with a 14-day Pro trial without a credit card, after which the account moves to the Free plan automatically.portico.run · 30 Sept 2026
- Support
- The support page directs bug reports, feature requests, and questions to [email protected].portico.run · 30 Sept 2026
- Intended users
- The site presents Portico for service businesses including agencies, accountants, bookkeepers, legal practices, consultants, coaches, and freelancers.portico.run · 30 Sept 2026
Company
- Headquarters
- Almaty, Kazakhstanportico.run · 23 Sept 2026
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Sources
- portico.run· checked 30 Sept 2026
- portico.run/features· checked 30 Sept 2026
- portico.run/integrations· checked 30 Sept 2026
- portico.run/security· checked 30 Sept 2026
- portico.run/support· checked 30 Sept 2026
- portico.run/pricing· checked 30 Sept 2026