Templates
Pre-built onboarding workflows for every service business. Pick a template, customize the fields, add your branding, and send your first onboarding link.
Choose from industry-specific workflows pre-loaded with the right steps and fields.
Add your logo, adjust fields, set conditions. The drag-and-drop builder makes it fast.
Each client gets a unique link. They complete everything at their own pace.
Collect brand assets, project briefs, logins, and signed agreements. Built for creative, marketing, and web agencies.
Gather tax documents, bank access, entity details, and engagement letters. Designed for bookkeepers and accountants.
Scope of work sign-off, stakeholder contacts, NDA collection, and deposit payment in one flow.
Contract signing, project brief, deposit invoice, and asset collection. One link, no back-and-forth.
Collect financial records, tax documents, and engagement terms for year-end close and tax preparation.
Conflict check, retainer agreement, document uploads, and client identification. Built for solo and small law firms.
Intake questionnaire, coaching agreement, payment collection, and scheduling link. Ready for life, business, or health coaches.
Buyer questionnaire, pre-approval docs, agency agreement, and earnest money collection.
Know-your-customer identity verification, risk assessment, and advisory agreements for financial advisors and wealth managers.
Volunteer application, background check consent, policy acknowledgments, and orientation scheduling for nonprofits.
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.
A complete welcome packet template with team introductions, process overview, document requests, and e-signature. Send new clients everything they need in one link.
Network audit form, SLA agreement, credential handoff, and monthly retainer payment in one onboarding flow.
Every Portico onboarding is fully customizable. Start from any template and make it yours, or build from scratch.
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