Features
Forms, documents, e-signatures, payments, reminders, and a branded portal — in one flow, behind one link. Clients complete intake, sign the agreement, and pay in a single session — without stitching four separate tools together.
Intake and forms
Break long intake flows into manageable steps. Clients see exactly where they are and how much is left — no infinite-scroll fatigue.
Why it matters
Multi-step flows with progress tracking keep clients engaged and reduce abandonment — no infinite-scroll fatigue.
Show different fields based on previous answers. New client? Full questionnaire. Returning client? Skip to what's changed.
Why it matters
One template adapts to every client type — fewer templates to maintain, smarter client experience.
Text, email, phone, dropdown, multi-select, date picker, file upload, signature, payment, consent checkbox, and more — all built in.
Why it matters
Signatures, payments, and file uploads are built-in field types — not separate tools you have to stitch together.
Every field saves automatically as clients type. Close the browser, switch devices, come back a week later — nothing is lost.
Why it matters
If a client closes the browser mid-form, their work should still be there. Portico saves every field automatically — no Submit-and-pray.
Signatures and payments
Legally binding digital signatures embedded directly in the onboarding flow. Clients read terms and sign without leaving the page.
Why it matters
Sign the engagement letter as step 3 of onboarding, not as a separate email. Clients stay in one flow from start to finish.
Collect deposits, retainers, or project fees as part of the onboarding flow. No separate invoice, no separate payment link.
Why it matters
Collect payment in the same session where clients sign and submit — no separate invoice or payment link needed.
Client experience
Clients get a persistent branded portal where they can view their onboarding progress, access submitted documents, and see what's still needed.
Why it matters
Purpose-built for onboarding — progress tracking, step completion, and deadline visibility come first, not buried in a generic portal.
Every email your clients receive shows your logo, your colors, and your sender name. The onboarding experience is yours from first touch to completion.
Why it matters
Every email looks like it comes from your business — because it does. Your logo, your colors, your name.
Configurable reminder sequences that follow up on incomplete items. Item-specific, not generic — clients see exactly what they still need to do.
Why it matters
Reminders name the exact items outstanding — "You still need to upload your bank statements" — so clients know exactly what's needed.
Onboard clients in their language. The entire client-facing experience — forms, portal, emails, and UI — renders in the client's locale.
Why it matters
If you serve international clients, the entire experience — forms, portal, emails — renders in their language automatically.
Your dashboard
See every client's onboarding status at a glance. Who's done, who's stuck, what's overdue — without checking your inbox.
Why it matters
One dashboard replaces the spreadsheet, the email thread, and the Slack message asking "did they finish yet?"
Serve the client portal from your own domain. Clients see onboard.yourcompany.com, not a third-party URL.
Why it matters
Clients see onboard.yourcompany.com — your domain, your brand, no third-party URL in sight.
Remove all Portico branding from the client experience. Available at a lower price tier than competitors who gate it behind enterprise plans.
Why it matters
White-label at $39/month — accessible to solo consultants, not just firms on enterprise contracts.
Export completed onboardings as branded PDFs. Professional cover page, your logo, structured response layout — ready for client files or compliance records.
Why it matters
Professional branded PDFs with a cover page, structured responses, and embedded signatures — ready for client files or compliance records.
Developer and integrations
Full REST API for creating and managing onboardings programmatically. Webhooks notify your systems in real time when clients complete steps.
Why it matters
Embed onboarding into your own systems. Create onboardings, sync completions, and trigger workflows programmatically.
Start free. No credit card required. Send your first onboarding in under 10 minutes.
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