# Portico

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

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. Features include conditional intake forms, document collection, built-in e-signatures, inline payment collection, automated reminders, and a persistent client portal. Available in 9 languages across 46 countries. Built for agencies, accounting firms, consultancies, coaches, legal firms, and freelancers.

## Core pages

- [Homepage](https://www.portico.run): Portico overview, interactive demo, features, compliance trust signals, and pricing
- [Client Onboarding Software](https://www.portico.run/client-onboarding-software): Features deep-dive, how it works, industry use cases, competitor comparison
- [Features](https://www.portico.run/features): 15 features across 5 categories — forms, documents, signatures, payments, and automation
- [Pricing](https://www.portico.run/pricing): Plans from Free ($0) to Business ($149/mo), full feature comparison table, FAQs
- [Templates](https://www.portico.run/templates): Onboarding template gallery by industry — agency, accounting, legal, coaching, consulting, real estate, nonprofit
- [Integrations](https://www.portico.run/integrations): Zapier, Make, REST API, webhooks, and connections to QuickBooks, Xero, HubSpot, Slack, Google Sheets, Notion, Pipedrive, Airtable
- [Security](https://www.portico.run/security): AES-256 encryption, GDPR compliance, tamper-proof audit trail, data retention, infrastructure details
- [Client Portal Software](https://www.portico.run/client-portal-software): Persistent client portal for documents, messages, and status updates
- [Secure Client Portal](https://www.portico.run/secure-client-portal): PIN-protected portal access, encryption, and compliance features
- [Case Studies](https://www.portico.run/case-studies): Client onboarding playbooks and results from service businesses
- [Support and FAQ](https://www.portico.run/support): Contact and frequently asked questions
- [Privacy Policy](https://www.portico.run/privacy): Data handling and privacy practices
- [Terms of Use](https://www.portico.run/terms): Terms of service
- [Editorial Policy](https://www.portico.run/editorial-policy): Content standards and disclosure policy
- [RSS Feed](https://www.portico.run/feed.xml): Subscribe to new articles

## Free tools

- [Free tools hub](https://www.portico.run/tools): Index of Portico's free browser tools for accounting and bookkeeping practices.
- [Engagement Letter Generator](https://www.portico.run/engagement-letter-generator): Build an accounting or bookkeeping engagement letter — scope, fee, term, and signature blocks — then copy or download it. Runs client-side.
- [Billable Hours Calculator](https://www.portico.run/billable-hours-calculator): Turn billable hours, weeks, rate, and realization into annual and monthly revenue, and reverse a revenue target into a required rate.
- [TaxDome Cost Calculator](https://www.portico.run/taxdome-cost-calculator): Compare TaxDome per-seat pricing against Portico's flat, unlimited-seat price by firm size.

## Alternatives and comparisons

- [HoneyBook Alternative](https://www.portico.run/alternative/honeybook): Why teams switch from HoneyBook — feature comparison, pricing breakdown, migration guide
- [Dubsado Alternative](https://www.portico.run/alternative/dubsado): Why teams switch from Dubsado — feature comparison, setup time comparison, pricing
- [Content Snare Alternative](https://www.portico.run/alternative/content-snare): Content Snare alternative — document collection comparison, pricing, branding differences
- [Copilot (Assembly) Alternative](https://www.portico.run/alternative/copilot): Assembly/Copilot alternative — field type comparison, conditional logic, branded emails
- [Clustdoc Alternative](https://www.portico.run/alternative/clustdoc): Clustdoc alternative — pricing comparison, UX, field types, conditional logic
- [Moxo Alternative](https://www.portico.run/alternative/moxo): Moxo alternative — SMB-grade usability at a fraction of the enterprise price
- [SuiteDash Alternative](https://www.portico.run/alternative/suitedash): SuiteDash alternative — modern UI, focused onboarding vs. all-in-one CRM
- [LaunchBay Alternative](https://www.portico.run/alternative/launchbay): LaunchBay alternative — multilingual support, flat pricing, included e-signatures
- [OnboardMap Alternative](https://www.portico.run/alternative/onboardmap): OnboardMap alternative — conditional logic, e-signatures, payments, API, and i18n that OnboardMap lacks

## Migration guides

- [Migrate from HoneyBook](https://www.portico.run/migrate/honeybook): Step-by-step guide to moving onboarding workflows from HoneyBook to Portico
- [Migrate from Dubsado](https://www.portico.run/migrate/dubsado): Step-by-step guide to moving onboarding workflows from Dubsado to Portico
- [Migrate from Content Snare](https://www.portico.run/migrate/content-snare): Step-by-step guide to moving document collection from Content Snare to Portico

## Industry pages

- [Client onboarding portal for design agencies](https://www.portico.run/for/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.
- [Client onboarding software for accounting firms](https://www.portico.run/for/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.
- [Client onboarding software for bookkeepers](https://www.portico.run/for/bookkeepers): Onboard bookkeeping clients with one professional link. Collect credentials, bank statements, engagement letters, and monthly fees in a single flow. Free tier available.
- [Client intake software for law firms](https://www.portico.run/for/legal): 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.
- [Client onboarding software for consultants](https://www.portico.run/for/consultants): Onboard consulting clients professionally. Collect project briefs, sign SOWs, take deposits, and share kickoff materials in one branded flow. Free tier available.
- [Client onboarding software for coaches](https://www.portico.run/for/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.

## Feature pages

- [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.

## Use cases

- [Collect documents from clients - securely and automatically](https://www.portico.run/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.
- [Client portal software for service businesses](https://www.portico.run/use-cases/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.
- [Client intake forms for service businesses](https://www.portico.run/use-cases/client-intake): Build multi-step intake forms with conditional logic, file uploads, e-signatures, and payments. Auto-save, progress tracking, and branded experience included.
- [E-signatures for small business - built into client onboarding](https://www.portico.run/use-cases/esignatures): E-signatures embedded in your onboarding flow. Clients sign engagement letters, contracts, and agreements as a step in the form — no separate tool needed.

## 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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [Real Estate Buyer Onboarding](https://www.portico.run/templates/real-estate-buyer-onboarding): Buyer questionnaire, pre-approval docs, agency agreement, and earnest money collection.
- [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.
- [Nonprofit Volunteer Onboarding](https://www.portico.run/templates/nonprofit-volunteer-onboarding): Volunteer application, background check consent, policy acknowledgments, and orientation scheduling for nonprofits.
- [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.
- [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.
- [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.

## 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]

## About

Portico is a client onboarding platform built specifically for service businesses. It handles the full intake-to-kickoff workflow: collect information, gather documents, get signatures, take payments, and hand off to delivery. Pricing starts at $0/month (free tier) with paid plans from $39/month. All plans include unlimited team members.

Key differentiators:
- Conditional intake forms with show/hide logic and step skipping
- Native e-signatures on all plans, designed to meet ESIGN (US) and UETA requirements; simple electronic signatures under eIDAS (EU). Each signature is sealed with a stored SHA-256 record hash anchored in the hash-chained audit log. Free is capped at 3/month; paid plans unlimited.
- Inline payment collection via Stripe and Paddle
- Persistent client portal that stays active after onboarding
- 9 languages, 46 countries — no competitor offers multilingual onboarding at this price tier
- REST API + webhooks + Zapier + Make for automations and custom integrations
- Tamper-proof audit trail with hash-chained event logging
- White-label and custom domain support on Business plan
- Unlimited team members on all plans including Free