Case studies

How service businesses onboard clients with Portico

Operational patterns from real onboarding workflows. These playbooks are based on common scenarios we've observed across agencies, accounting firms, and professional services — anonymized to protect client details.

Marketing Agency

5-person agency cut onboarding from 2 weeks to 2 days

Time to start

10–14 days → 1–2 days

Tools replaced

4 → 1

Client completion rate

94%

A growth marketing agency was onboarding 8–12 new clients per month using a Google Form, DocuSign, Stripe invoice, and shared Drive folder. Two team members spent ~6 hours per week on follow-up. After switching to Portico, intake, contracts, asset collection, and payment happen in one link. Automated reminders eliminated manual follow-up entirely.

See marketing agency onboarding →

Bookkeeping Firm

Solo bookkeeper handles tax season intake without extra staff

Clients onboarded per month (peak)

35

Admin hours saved per week

8–10

Document resubmission rate

40% → 12%

A solo bookkeeper was spending January through April chasing documents via email — wrong file types, missing pages, unsigned engagement letters. Portico's file type restrictions, item-specific reminders, and inline e-signatures cut resubmissions by 70% and eliminated the need for a seasonal admin hire.

See bookkeeping firm onboarding →

Law Practice

3-attorney firm standardized intake across 4 practice areas

Practice areas covered

4 (1 template)

Setup time

45 minutes

Compliance incidents

2–3/year → 0

A small law firm was using different intake processes for family, corporate, estate, and litigation matters — different forms, different checklists, different follow-up timelines. Portico's conditional logic handles all four practice areas in a single template. The tamper-proof audit trail and GDPR consent flows resolved their compliance concerns.

See law practice onboarding →

More case studies coming soon

We're working with design partners across consulting, coaching, real estate, and financial services. Named case studies with real metrics will appear here as partners complete their onboarding rollouts.

Become a Design Partner

Related pages

Ready to see these results for your business?

Start free. Send your first onboarding in under 10 minutes. No credit card required.

Start Free