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FormsHQ vs Portico

FormsHQ

7.3#4 in client intake softwareFrom $29 a month
Free planWeb
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Portico logo

Portico

7.3#5 in client intake softwareFrom $29 a month
Free planWebAPI
Visit

What both publish

FactFormsHQPortico
HeadquartersAtlanta, Georgia, United StatesAlmaty, Kazakhstan
IntegrationsThe site says data can be sent to email, spreadsheets, CRMs, calendars, payment tools and automation platforms.Official integration pages name QuickBooks Online, Xero, HubSpot, Pipedrive, Slack, Gmail, Zapier and Make.
Intended usersThe site presents workflows for legal and health intake, agency onboarding, loan prequalification, HR onboarding, and events or bookings.The site presents Portico for service businesses including agencies, accountants, bookkeepers, legal practices, consultants, coaches, and freelancers.
What it doesFormsHQ turns online forms into workflows covering intake, qualification, approvals, documents, payments, signatures and follow-up.Portico is a web client-onboarding platform combining intake questions, document uploads, e-signatures, payments and reminders in one link.

FormsHQ plans

  • Starter FormFree
  • Smart Forms$29 a month
  • Growth Workflows$99 a month
  • Business Portal$249 a month

Portico plans

  • FreeFree
  • Starter$29 a month
  • Lifetime Solo$49, paid once
  • Pro$59 a month
  • Lifetime Practice$119, paid once
  • Business$119 a month

Pick FormsHQ if…

FormsHQ suits teams that need structured intake, submission review, document generation, or payment and signature steps. Its described use cases include legal and health intake, HR onboarding, loan prequalification, and bookings.

Pick Portico if…

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.

Charts they share