# Portico — Full Product Reference

> Client onboarding platform for service businesses. Collect documents, e-signatures, payments, and automate reminders — one link.

## What is Portico?

Portico is a structured client onboarding platform for service businesses. It replaces the patchwork of Google Forms, DocuSign, Stripe, and email follow-up with a single onboarding link that handles the full intake-to-kickoff workflow.

A service provider creates a template with intake fields, document upload slots, e-signature blocks, and payment steps. They send a magic link to their client. The client completes everything in one branded flow — no account creation, no app download. The provider tracks progress, reviews submissions, approves or requests changes per field, and hands off to delivery.

## Key facts

- **Founded:** 2026
- **Type:** SaaS, web application
- **Website:** https://www.portico.run
- **App:** https://app.portico.run
- **Pricing:** Free ($0, 3 onboardings/month), Starter ($39/mo), Pro ($79/mo), Business ($149/mo). Annual billing saves 20-25%.
- **All plans include:** Unlimited team members, e-signatures, automated reminders. Free is capped at 3 e-signatures/month; all paid plans are unlimited.
- **Languages:** English, German, Spanish, French, Italian, Japanese, Dutch, Portuguese, and locale-adaptive date/currency formatting
- **Countries:** 46 countries via Paddle (merchant of record). Supports USD, EUR, GBP, and 20+ currencies.
- **Stack:** Next.js, TypeScript, Supabase (PostgreSQL), Paddle, Stripe, Vercel
- **Target market:** Agencies, accounting firms, bookkeepers, law firms, consultants, coaches, freelancers, financial advisors

## Features

### Intake forms
- 18+ field types: text, email, phone, dropdown, multi-select, checkbox, date, file upload, rich text, address, URL, number, currency, rating, signature, payment, consent, info block
- Conditional logic: show/hide fields, sections, or entire steps based on prior answers. AND/OR conditions. Conditions based on any field type.
- Multi-step forms with progress bars and step labels
- Field-level validation and required/optional controls
- Merge tags for personalized content (client name, company, and more)

### Document collection
- Per-field file upload with type restrictions (PDF, image, and more)
- Multiple files per upload field
- Automated reminders for missing documents
- Encrypted storage (AES-256 at rest)

### E-signatures
- Draw or type signature inline within onboarding flow; the method is recorded and printed on the certificate
- Electronic-signing consent disclosure plus the firm's own agreement text, authored per signature field in the template builder, shown to the signer before signing
- Designed to meet ESIGN (US) and UETA requirements: intent, consent to transact electronically, association with the record, and retention
- Simple electronic signatures under eIDAS (EU). No advanced or qualified eIDAS signatures, and no knowledge-based identity verification
- Each signature is sealed at signing time with a stored SHA-256 record hash covering the signature image, agreement text, disclosure, signer identity, timestamp, IP address, browser user agent, and method
- The seal is anchored in the hash-chained audit log; one click in the compliance panel verifies it
- Re-signing archives the prior signature (image, text, original timestamp) to an append-only history; records are never silently overwritten
- Signature certificate with signer identity, timestamp, IP address, browser user agent, method, and the stored hash
- The signer automatically receives a signed-copy email and can download their own certificate from the client portal on every plan
- The firm-side certificate and compliance panel require Pro or higher; certificate downloads are recorded in the audit trail
- Firm countersignature: a signature field can require a team countersignature after the client signs. The team member is notified by email, signs from the dashboard, and both signatures appear on the certificate and exported PDFs, with reminder emails while pending. One countersigner; no multi-signer routing or signing order
- Multiple signature fields per onboarding, one client signer per onboarding
- Free plan includes 3 e-signatures per month; all paid plans unlimited. No per-signature fees

### Payment collection
- Inline payment step within onboarding flow
- Stripe integration for credit/debit cards
- Paddle integration for international payments with tax handling
- Fixed or variable amounts
- Payment confirmation before proceeding to next step

### Automated reminders
- Configurable reminder schedule (for example, day 3, day 7, day 14)
- Email and SMS reminders (SMS on Pro+)
- Reminders stop automatically when onboarding is completed
- Custom reminder message content

### Client portal
- Magic-link access — no account creation required
- PIN protection option for sensitive onboardings
- Persistent portal that stays active after onboarding completion
- In-portal messaging between client and provider
- Document access and status updates visible to client
- Branded with provider's logo, colors, and custom domain (Business plan)

### Review and approval
- Per-field approve/reject workflow
- Request changes on individual fields with inline comments
- Field-level comment threads
- Submission status tracking (draft, submitted, in review, approved, changes requested)
- Keyboard shortcuts for review mode (A approve, R reject, S skip)

### Branding and white-label
- Custom logo and brand colors on Starter+
- Branded emails with provider's name and logo
- Custom CSS injection on Business plan
- Custom domain (for example, onboard.youragency.com) on Business plan
- White-label: remove all Portico branding on Business plan

### Compliance and security
- AES-256 encryption at rest, TLS 1.3 in transit
- Tamper-proof audit trail with hash-chained event logging
- GDPR consent collection fields
- Data export (right to portability)
- Data retention policies with automatic deletion
- Row-level security on all database tables

### Integrations
- REST API (Pro+): Full CRUD for onboardings, templates, clients, files. Token auth, rate limiting (200/min Pro, 1000/min Business).
- Webhooks (Starter+): Real-time POST notifications for onboarding.completed, onboarding.sent, response.submitted, signature.signed, payment.succeeded. HMAC-SHA256 signed.
- Zapier (Pro+): 5 triggers, 3 actions, 2 searches. Connect to 6,000+ apps.
- Make (Pro+): Visual automation workflows.
- Via Zapier/Make: QuickBooks, Xero, HubSpot, Slack, Google Sheets, Notion, Pipedrive, Airtable, and 6,000+ more.

### Templates
- 13 industry templates: agency, bookkeeper, consultant, freelancer, accounting, legal, coaching, real estate, financial advisor, nonprofit, client intake, welcome packet, IT services
- Template builder with drag-and-drop field ordering
- Duplicate and customize templates
- Import/export templates

## Pricing details

- Free: 3 onboardings/month, unlimited team members — $0/month
- Starter: 25 onboardings/month, e-signatures, payments, branding — $39/month
- Pro: 100 onboardings/month, API, Zapier, client portal, automations — $79/month
- Business: Unlimited onboardings, white-label, priority support — $149/month
- Annual billing: Starter $29/mo, Pro $59/mo, Business $119/mo (save 20-25%)
- All paid plans: unlimited team members, unlimited e-signatures, automated reminders (Free includes 3 e-signatures/month)
- No per-user fees, no per-signature fees, no platform transaction fees

## How Portico compares

| Feature | Portico | HoneyBook | Dubsado | Content Snare | Clustdoc | Assembly (ex-Copilot) |
|---------|---------|-----------|---------|---------------|----------|---------|
| Conditional forms | Yes | $59/mo+ | No | No | No | No |
| E-signatures | Native, all plans | Yes | Yes | Through FuseSign or Annature | Yes | Yes |
| Payment collection | $39/mo+ | Yes (+3% fee) | Yes | No | No | No |
| File/document collection | Yes | Basic | Basic | Yes | Yes | Yes |
| Client portal | Yes | No | No | No | Basic | Yes |
| Per-field approval | Yes | No | No | Yes | Yes | No |
| Audit trail | Hash-chained | No | No | Not documented | Activity log | Exportable |
| Multilingual (i18n) | 9 languages | No | No | No | No | No |
| REST API | $79/mo+ | No | Basic | No | No | Yes |
| White-label | $149/mo | No | No | No | No | $149/mo |
| Unlimited team members | All plans | No ($36/seat) | No | No | No | No |
| Starting price | $0/mo | $36/mo | $20/mo | $29/mo | $57/mo | $29/mo |

## Free tools

- [Engagement Letter Generator](https://www.portico.run/engagement-letter-generator): Interactive generator for accounting and bookkeeping engagement letters. Choose scope (bookkeeping, tax preparation, payroll, advisory, cleanup), fee structure (fixed monthly, hourly, per return), start date, and term; the tool assembles scope, limitation-of-scope, client-responsibility, fee, and signature sections, with copy and download. Template language, not legal advice.
- [Billable Hours Calculator](https://www.portico.run/billable-hours-calculator): Turns billable hours per week, working weeks per year, hourly rate, and realization rate into annual revenue, monthly revenue, and effective rate after write-down. Includes a reverse view that returns the rate required to hit a target annual revenue. Angled at accountants and bookkeepers; works for any hourly professional.
- [TaxDome Cost Calculator](https://www.portico.run/taxdome-cost-calculator): Compares TaxDome per-seat annual pricing against Portico's flat unlimited-seat price as firm headcount grows.

## Industry solutions

### Agencies
Client onboarding portal for design and creative agencies. A white-label portal on your own custom domain: brand questionnaire, asset collection, contract, and deposit in one flow. Free tier available.
Page: https://www.portico.run/for/agencies

### Accountants
Client onboarding software for accounting firms. Collect tax documents, engagement letter signatures, and retainer payments in one encrypted flow. AES-256 encryption, GDPR-ready. Free tier available.
Page: https://www.portico.run/for/accountants

### Bookkeepers
Onboard bookkeeping clients with one professional link. Collect credentials, bank statements, engagement letters, and monthly fees in a single flow. Free tier available.
Page: https://www.portico.run/for/bookkeepers

### Law Firms
Simplify legal client intake with secure forms, document collection, engagement letter e-signatures, and retainer payments in one encrypted flow. GDPR-ready. Free tier available.
Page: https://www.portico.run/for/legal

### Consultants
Onboard consulting clients professionally. Collect project briefs, sign SOWs, take deposits, and share kickoff materials in one branded flow. Free tier available.
Page: https://www.portico.run/for/consultants

### Coaches
Onboard coaching clients professionally. Collect intake questionnaires, sign coaching agreements, take package payments, and share welcome materials in one branded flow. Free tier available.
Page: https://www.portico.run/for/coaches

## Use cases

### Document Collection
Stop chasing clients for files over email. Portico lets you request specific documents, set type restrictions, send automated reminders, and store everything encrypted.
Page: https://www.portico.run/use-cases/document-collection

### Client Portal
Give clients a branded portal to track onboarding progress, access documents, and see what's needed next. Magic-link access, no passwords, your brand.
Page: https://www.portico.run/use-cases/client-portal

### Client Intake Forms
Build multi-step intake forms with conditional logic, file uploads, e-signatures, and payments. Auto-save, progress tracking, and branded experience included.
Page: https://www.portico.run/use-cases/client-intake

### E-Signatures
E-signatures embedded in your onboarding flow. Clients sign engagement letters, contracts, and agreements as a step in the form — no separate tool needed.
Page: https://www.portico.run/use-cases/esignatures

## Feature deep-dives

- [E-signatures built into client onboarding](https://www.portico.run/features/e-signatures): Collect e-signatures inline during client onboarding. No app switching, no separate tools. Every signature is sealed with a stored SHA-256 hash and an audit record.
- [Conditional logic for client onboarding forms](https://www.portico.run/features/conditional-logic): Show different fields based on client answers. Skip entire steps when they do not apply. One template handles every client type without overwhelming anyone.
- [Automated reminders for client onboarding](https://www.portico.run/features/automated-reminders): Item-specific reminders that name exactly what is missing. Reminders stop automatically when items are completed. No more chasing clients manually.
- [Collect payments during client onboarding](https://www.portico.run/features/payment-collection): Collect deposits, retainers, and project fees inline during onboarding through Stripe. Direct payout to your account with no platform markup on top of card processing.

## Alternatives and migration guides

- [HoneyBook Alternative](https://www.portico.run/alternative/honeybook)
- [Dubsado Alternative](https://www.portico.run/alternative/dubsado)
- [Content Snare Alternative](https://www.portico.run/alternative/content-snare)
- [Copilot (Assembly) Alternative](https://www.portico.run/alternative/copilot)
- [Clustdoc Alternative](https://www.portico.run/alternative/clustdoc)
- [Moxo Alternative](https://www.portico.run/alternative/moxo)
- [SuiteDash Alternative](https://www.portico.run/alternative/suitedash)
- [LaunchBay Alternative](https://www.portico.run/alternative/launchbay)
- [OnboardMap Alternative](https://www.portico.run/alternative/onboardmap)
- [Migrate from HoneyBook](https://www.portico.run/migrate/honeybook)
- [Migrate from Dubsado](https://www.portico.run/migrate/dubsado)
- [Migrate from Content Snare](https://www.portico.run/migrate/content-snare)

## Templates

- [Agency Client Onboarding](https://www.portico.run/templates/agency-client-onboarding): Collect brand assets, project briefs, logins, and signed agreements. Built for creative, marketing, and web agencies. (4 steps, 19 fields)
- [Bookkeeper Client Intake](https://www.portico.run/templates/bookkeeper-client-intake): Gather tax documents, bank access, entity details, and engagement letters. Designed for bookkeepers and accountants. (4 steps, 17 fields)
- [Consulting Engagement Kickoff](https://www.portico.run/templates/consulting-engagement-kickoff): Scope of work sign-off, stakeholder contacts, NDA collection, and deposit payment in one flow. (4 steps, 16 fields)
- [Freelancer Project Start](https://www.portico.run/templates/freelancer-project-start): Contract signing, project brief, deposit invoice, and asset collection. One link, no back-and-forth. (3 steps, 12 fields)
- [Accounting Year-End Engagement](https://www.portico.run/templates/accounting-year-end): Collect financial records, tax documents, and engagement terms for year-end close and tax preparation. (4 steps, 18 fields)
- [Legal Matter Intake](https://www.portico.run/templates/legal-matter-intake): Conflict check, retainer agreement, document uploads, and client identification. Built for solo and small law firms. (4 steps, 17 fields)
- [Coaching Client Welcome](https://www.portico.run/templates/coaching-client-welcome): Intake questionnaire, coaching agreement, payment collection, and scheduling link. Ready for life, business, or health coaches. (3 steps, 11 fields)
- [Real Estate Buyer Onboarding](https://www.portico.run/templates/real-estate-buyer-onboarding): Buyer questionnaire, pre-approval docs, agency agreement, and earnest money collection. (3 steps, 12 fields)
- [Financial Advisor KYC Intake](https://www.portico.run/templates/financial-advisor-kyc): Know-your-customer identity verification, risk assessment, and advisory agreements for financial advisors and wealth managers. (4 steps, 18 fields)
- [Nonprofit Volunteer Onboarding](https://www.portico.run/templates/nonprofit-volunteer-onboarding): Volunteer application, background check consent, policy acknowledgments, and orientation scheduling for nonprofits. (3 steps, 12 fields)
- [Client Intake Form](https://www.portico.run/templates/client-intake-form): A ready-to-use client intake form with contact details, project scope, document uploads, and e-signature. Replace your paper forms and PDFs with a single link. (4 steps, 17 fields)
- [Client Welcome Packet](https://www.portico.run/templates/client-welcome-packet): A complete welcome packet template with team introductions, process overview, document requests, and e-signature. Send new clients everything they need in one link. (4 steps, 15 fields)
- [IT Services Client Setup](https://www.portico.run/templates/it-services-client-setup): Network audit form, SLA agreement, credential handoff, and monthly retainer payment in one onboarding flow. (4 steps, 15 fields)

## Documentation

- [Quick start](https://www.portico.run/docs/quick-start): Create an account, build your first template with the drag-and-drop editor, and send a branded onboarding to a client in under 10 minutes with no code.
- [How it works](https://www.portico.run/docs/how-it-works): Understand the four-stage onboarding lifecycle from building a reusable template to reviewing client responses, with status tracking and automated reminders.
- [Dashboard](https://www.portico.run/docs/dashboard): See active onboarding counts, monthly completion stats, and attention flags for overdue, at-risk, and stale onboardings alongside a real-time activity feed.
- [Template builder](https://www.portico.run/docs/template-builder): Design multi-step onboarding forms with 18 field types, conditional show-hide and skip logic, repeater rows, translations, and a live split-screen preview.
- [Template gallery](https://www.portico.run/docs/template-gallery): Browse and clone from over 40 ready-made onboarding templates spanning 10 industries, including agency intake, accounting setup, and KYC verification.
- [Client experience](https://www.portico.run/docs/client-experience): Walk through the full client journey from the onboarding email to form completion, including auto-save, file uploads, signatures, payments, and reviews.
- [Client portal](https://www.portico.run/docs/client-portal): Give clients a single branded dashboard to view all their onboardings, uploaded documents, signed agreements, and direct message history with your team.
- [Managing clients](https://www.portico.run/docs/managing-clients): Add clients manually or through CSV import, set per-client locale and timezone, and define up to 20 custom fields on client records for your workflow.
- [Team and roles](https://www.portico.run/docs/team-and-roles): Add unlimited team members on any plan, assign Owner, Admin, or Member roles to control access, and assign onboardings for clear per-person ownership.
- [Branding](https://www.portico.run/docs/branding): Upload your logo, set a brand color, and configure white-label mode, custom domain hosting, and custom CSS to match all client-facing pages to your brand.
- [Billing and plans](https://www.portico.run/docs/billing-and-plans): Compare Free, Starter, Pro, and Business plan features side by side. Includes annual pricing discounts, 14-day trial details, and onboarding limit rules.
- [Compliance](https://www.portico.run/docs/compliance): Set up GDPR consent collection, automatic data retention periods, subject access exports, and right-to-be-forgotten erasure across 46 supported countries.
- [Stripe payments](https://www.portico.run/docs/stripe-payments): Connect your own Stripe account to collect fixed or client-entered payments inline during onboarding, with no platform transaction fees on top of Stripe.
- [SMS reminders](https://www.portico.run/docs/sms-reminders): Configure Twilio credentials to send SMS reminders alongside email, with a shared schedule and monthly limits of 100 or 500 messages depending on plan.
- [Zapier](https://www.portico.run/docs/zapier): Set up 8 triggers and 4 actions to connect onboarding events to Slack, Google Sheets, Asana, QuickBooks, and thousands of other apps without writing code.
- [API reference](https://www.portico.run/docs/api-reference): Manage clients, onboardings, templates, and responses through 7 scoped REST API endpoints with offset and page-based pagination and per-plan rate limits.
- [Webhooks](https://www.portico.run/docs/webhooks): Configure an HTTPS endpoint to receive POST notifications for 9 event types, verify payloads with HMAC-SHA256 signatures, and handle automatic retries.

## Articles

- [HoneyBook review - fees and fine print (2026)](https://www.portico.run/blog/post/honeybook-review): HoneyBook rates 4.7/5, but reviews bury the fund holds and the hike that took Starter from $19 to $36 a month. Who should still buy it, and who should not.
- [Financial Cents pricing, explained (2026)](https://www.portico.run/blog/post/financial-cents-pricing): Financial Cents runs $19/mo Solo, $49 per user Team, and $69 per user Scale on annual billing. Here is the exact 2026 tier math and where automation sits.
- [Karbon pricing, explained (2026)](https://www.portico.run/blog/post/karbon-pricing): Karbon runs $59 to $89 per user monthly, so a team of five pays $3,540 to $5,340 a year. Here is the tier grid, the team math, and the fees the page leaves out.
- [Canopy pricing, explained (2026)](https://www.portico.run/blog/post/canopy-pricing): Canopy now costs $74, $109, or $149 per user per month, billed annually, plus tax and close-automation add-ons that stack on top. The real firm-size math.
- [Dubsado pricing, explained (2026)](https://www.portico.run/blog/post/dubsado-pricing): Dubsado runs $35/month for Starter and $55 for Premier, plus a 21-day full-access trial. What Premier adds, what add-ons cost, and the stalled-dev myth.
- [HoneyBook pricing, explained (2026)](https://www.portico.run/blog/post/honeybook-pricing): HoneyBook lists $29 to $109/mo, but the 2025 price hike and 2.9% payment fees mean most members pay far more than the sticker. Here is the real total cost.
- [TaxDome vs Taxaroo - compared for 2026](https://www.portico.run/blog/post/taxdome-vs-taxaroo): TaxDome runs $800 to $1,200 per user each year; Taxaroo starts at $790 for two users. We break down seat-by-seat cost, features, and which fits your firm. [Reviews & Comparisons]
- [TaxDome review - the honest verdict (2026)](https://www.portico.run/blog/post/taxdome-review): TaxDome earns 4.7 stars, but at $800 to $1,200 per user per year paid upfront, the real question is which firm it fits. Here is the verdict and fine print.
- [Client welcome packet template](https://www.portico.run/blog/post/client-welcome-packet-template): A client welcome packet template that works in 2026 is one link, not a PDF attachment or a 10-email drip. The seven sections to include and how to send it. [Templates]
- [Client portal for financial advisors - a primer](https://www.portico.run/blog/post/client-portal-for-financial-advisors): A client portal for financial advisors must clear SEC Reg S-P and GLBA Safeguards compliance while keeping the sign-in simple enough that clients use it. [Industries]
- [CRM vs onboarding software - when to switch (2026)](https://www.portico.run/blog/post/crm-vs-onboarding-tool): A CRM handles simple intake. When onboarding gets document-heavy, multi-step, or auditable, you need a tool built for it - here is where the line falls. [Reviews & Comparisons]
- [Client onboarding for real estate - 3 flows](https://www.portico.run/blog/post/client-onboarding-real-estate): Real estate onboarding splits into three flows — buyers, sellers, renters — each with different paperwork. One generic intake form costs 5-10 days per deal. [Industries]
- [Content Snare alternatives for 2026](https://www.portico.run/blog/post/content-snare-alternative): Content Snare collects documents well, but lacks native e-signatures, payments, and flow-level branching. Four alternatives compared by price, scope, and use case. [Switching Guides]
- [Clustdoc alternative - 4 options (2026)](https://www.portico.run/blog/post/clustdoc-alternative): Clustdoc starts at $190/mo for 3 seats and 50 applications. Four alternatives compared by price, onboarding scope, and when Clustdoc is still the right call. [Switching Guides]
- [Content Snare pricing, explained (2026)](https://www.portico.run/blog/post/content-snare-pricing): Content Snare costs $35 to $215/month on annual billing — fair for the category. The number that decides your real tier is active requests. Full math.
- [Client portal plugin for WordPress (2026)](https://www.portico.run/blog/post/client-portal-wordpress-plugin): A WordPress client portal plugin starts at $25/month, but you own the updates and security. Here is when a plugin beats a standalone tool, with real costs. [Reviews & Comparisons]
- [Client software price hikes, 2020 to 2026](https://www.portico.run/blog/post/client-software-price-hikes): Entry prices for client onboarding and portal tools rose 5 to 10 times since 2020, and per-seat billing multiplies the rest. The 2026 math for a 4-person firm.
- [SuiteDash alternative - simpler options (2026)](https://www.portico.run/blog/post/suitedash-alternative): SuiteDash bundles CRM, portal, invoicing, LMS, and helpdesk into one app from $19/mo. If you need client onboarding, the all-in-one tax is not worth it. [Switching Guides]
- [Clustdoc pricing, explained (2026)](https://www.portico.run/blog/post/clustdoc-pricing): Clustdoc costs $190/month for 3 seats, 50 applications, and one process — then goes quote-only. What the limits mean, the real math, and when it fits.
- [HoneyBook vs Dubsado - both miss onboarding (2026)](https://www.portico.run/blog/post/honeybook-vs-dubsado): HoneyBook and Dubsado are CRMs with onboarding bolted on. If intake and document collection are your primary need, both are overkill at $44 to $59/mo. [Reviews & Comparisons]
- [TaxDome pricing, explained (2026)](https://www.portico.run/blog/post/taxdome-pricing): TaxDome costs $700 to $1,200 per seat per year depending on plan and commitment, billed upfront. The full price ladder, fine print, and firm-size math.
- [Client portal for bookkeepers (2026)](https://www.portico.run/blog/post/client-portal-for-bookkeepers): A client portal for bookkeepers should collect the same 12 monthly documents from every client on schedule, without anyone chasing. Shared drives fail that job. [Industries]
- [Client intake software for law firms - SMB guide](https://www.portico.run/blog/post/client-intake-software-for-law-firms): Law firm client intake covers four compliance-bound steps: conflict checks, engagement letters, identity verification, and document collection under $150/mo. [Industries]
- [TaxDome alternative for bookkeepers (2026)](https://www.portico.run/blog/post/taxdome-alternative): TaxDome costs $800 to $1,200 per seat a year on an annual contract. If you only need to stop chasing clients for documents, focused tools start at $0 a month. [Switching Guides]
- [Client onboarding for consultants - a 48-hour fix](https://www.portico.run/blog/post/client-onboarding-consultants): Consultant onboarding is the handoff from signed contract to first delivered hour. Most lose 8-14 days in this dead zone. A fixed sequence cuts it to 48 hours. [Industries]
- [Client onboarding for coaches - a guide](https://www.portico.run/blog/post/client-onboarding-coaches): Coaches lose clients in the gap between yes and the first session. The fix is one combined intake, payment, and scheduling flow - not a week of email. [Industries]
- [Client intake form PDF - free templates](https://www.portico.run/blog/post/client-intake-form-pdf): Six client intake form PDFs by industry with every field listed, plus a clear test for when a PDF still beats a digital form and when it costs you clients. [Templates]
- [Bookkeeping client onboarding checklist](https://www.portico.run/blog/post/bookkeeping-client-onboarding-checklist): Bookkeepers onboard the same client 12 times a year. The fix: a two-tier checklist with one initial setup plus a recurring monthly document request on schedule. [Industries]
- [Dubsado alternative for onboarding (2026)](https://www.portico.run/blog/post/dubsado-alternative): Dubsado takes 15 to 25 hours to set up. If you only need client intake and document collection, simpler alternatives start at $39/mo in under 10 minutes. [Switching Guides]
- [HoneyBook alternative - why teams are switching](https://www.portico.run/blog/post/honeybook-alternative): HoneyBook raised Starter pricing 89% and locked automation behind $59/mo. Here is what to look for in an alternative and which tools actually replace it. [Switching Guides]
- [Client onboarding template (free), by industry](https://www.portico.run/blog/post/client-onboarding-template): Free, copy-ready client onboarding templates for agencies, bookkeepers, consultants, and coaches: welcome emails, document checklists, and kickoff agendas. [Templates]
- [Client portal for accountants - what to look for](https://www.portico.run/blog/post/client-portal-for-accountants): Choosing a client portal for accountants — six features that matter, two comparison tables, and a real cost breakdown for a 6-person bookkeeping firm. [Industries]
- [Clustdoc pricing - $190/mo and the hidden costs](https://www.portico.run/blog/post/clustdoc-review): Clustdoc starts at $190 per month for 3 seats. See the KYC tools, the e-signature issues reviewers report, and the theme and white-label costs that stack up. [Reviews & Comparisons]
- [Content Snare pricing - $35/mo and what it lacks](https://www.portico.run/blog/post/content-snare-review): Content Snare starts at $35 per month billed annually for document collection. See every tier, what it lacks (no native e-signatures, no payments), and who it suits. [Reviews & Comparisons]
- [Content Snare vs Clustdoc (2026) - $35 vs $190](https://www.portico.run/blog/post/content-snare-vs-clustdoc): Content Snare costs $35 per month and sets up faster. Clustdoc costs $190 per month and adds KYC compliance. A side-by-side comparison with real pricing. [Reviews & Comparisons]
- [Client intake forms by industry](https://www.portico.run/blog/post/client-intake-form-guide): Five client intake form templates for agencies, bookkeepers, consultants, law firms, and coaches. Each lists every question and the post-submission workflow. [Templates]
- [Client onboarding automation - what to keep human](https://www.portico.run/blog/post/client-onboarding-automation): Automate document requests, reminders, and payment collection. Keep kickoff calls and scope discussions human. Includes a decision matrix and workflow. [Guides & How-To]
- [Client onboarding - the complete guide](https://www.portico.run/blog/post/client-onboarding-guide): How to onboard new clients in five phases — from contract and payment through kickoff and 30-day follow-up, with workflows for agencies and bookkeepers. [Guides & How-To]
- [Client onboarding for agencies](https://www.portico.run/blog/post/client-onboarding-process-agencies): A six-step agency onboarding process that moves new clients from signed SOW to first deliverable in under two weeks, with actionable checklists per phase. [Industries]
- [Client welcome packet - what to include](https://www.portico.run/blog/post/client-welcome-packet): A client welcome packet sets expectations from day one. Learn the seven sections every packet needs, when to send it, and whether a PDF or portal fits. [Templates]
- [Intake forms - what they are and how to build one](https://www.portico.run/blog/post/intake-forms-guide): An intake form collects contact details, project scope, budget, and assets in one structured submission. Includes a 5-section framework and industry templates. [Guides & How-To]
- [How to stop chasing clients for documents](https://www.portico.run/blog/post/stop-chasing-clients): Five structural changes to your document requests cut collection time by 71%. Fix unclear asks, missing deadlines, and buried requests so clients respond. [Guides & How-To]
- [Best client portal software (2026)](https://www.portico.run/blog/post/best-client-portal-software): Six features that separate real client portal software from marketing fluff, four costly evaluation mistakes to avoid, and a five-step testing framework. [Guides & How-To]
- [Client onboarding checklist - 7 phases (free)](https://www.portico.run/blog/post/client-onboarding-checklist): Free 7-phase client onboarding checklist with action items for agencies, bookkeepers, and consultants, from contracts and intake through 30-day follow-up. [Guides & How-To]
- [10 client onboarding mistakes to avoid](https://www.portico.run/blog/post/client-onboarding-mistakes): The 10 most costly client onboarding mistakes service businesses make — from drip-feeding document requests to skipping payment setup — and how to fix them. [Guides & How-To]
- [How to collect documents from clients](https://www.portico.run/blog/post/collect-documents-from-clients): A structured document request with per-item uploads, tiered deadlines, and automated reminders cuts collection time by 71%. Two worked examples inside. [Guides & How-To]
- [When you do not need onboarding software](https://www.portico.run/blog/post/when-you-dont-need-onboarding-software): Client onboarding software pays for itself above 8 to 10 clients per month. Below that threshold, a manual process costs less and feels more personal. [Guides & How-To]