Portico vs Intake

Portico9.4Visit Intake9.2Visit

Higher score Portico #1 in Client Intake Software 9.4/10 Free plan · 14-day trial Free planFree trial✓ 5 of 5 features Visit Portico

vs

Intake #2 in Client Intake Software 9.2/10 Free plan Free plan✓ 5 of 5 features Visit Intake

• Portico fits best

  Teams wanting complete, affordable intake workflows

• Intake fits best

  AI-enabled intake at a low monthly price

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Side by side

Feature	Portico 9.4/10 Visit ↗	Intake 9.2/10 Visit ↗
At a glance
Editor score	9.4	9.2
Ranking	#1 in Client Intake Software	#2 in Client Intake Software
Best for	Teams wanting complete, affordable intake workflows	AI-enabled intake at a low monthly price
Pricing model	Free plan + paid	Free plan + paid
Starting price	$29/mo	$190/yr
Free plan	✓	✓
Free trial	14 days	—
Deployment	Cloud	Cloud
Platforms	Web	Web
Support	Email, Docs	Email, Docs
Integrations	6,000+ integrations	6 integrations
Built for	Solo, Small business, Mid-market	Solo, Small business, Enterprise
Features Portico 5/5 · Intake 5/5
Client portal	✓	✓
E-signatures	✓	✓
Document uploads	✓	✓
Payment collection	✓	✓
Custom branding	✓	✓
Specs
Workflow automation	Conditional	Conditional
Our review
Pros	Conditional forms, documents, signatures, payments, and portals in one workflow Free plan includes e-signatures, file collection, and email reminders Connects with Stripe, CRMs, accounting tools, Zapier, Make, and APIs	Free plan includes forms, e-signatures, AI classification, and payments Conditional forms, document tracking, and a branded client portal REST API, webhooks, MCP, Zapier, Make.com, and CRM connections
Cons	Free plan is limited to 3 active onboardings per month SMS reminders and advanced integrations start on the Pro plan White-label domains and unlimited onboardings require Business	Payment collection adds a 1% platform fee plus Stripe processing fees Team features require the $49/month Team plan The Free plan includes Intake branding on the portal and emails
Our verdict	Portico is a web-based client onboarding platform for agencies, accountants, consultants, bookkeepers, legal practices, and other service businesses. It brings conditional intake forms, document collection, e-signatures, payments,… Read the review →	Intake is a client-intake and document-collection platform for businesses and professionals that need to gather information, files, signatures, and payments in a shared workflow. Its drag-and-drop form builder supports conditional fields,… Read the review →

Strengths and trade-offs

• Portico — where it wins

  • Conditional forms, documents, signatures, payments, and portals in one workflow
  • Free plan includes e-signatures, file collection, and email reminders
  • Connects with Stripe, CRMs, accounting tools, Zapier, Make, and APIs

  Where it doesn't

  • Free plan is limited to 3 active onboardings per month
  • SMS reminders and advanced integrations start on the Pro plan
  • White-label domains and unlimited onboardings require Business

• Intake — where it wins

  • Free plan includes forms, e-signatures, AI classification, and payments
  • Conditional forms, document tracking, and a branded client portal
  • REST API, webhooks, MCP, Zapier, Make.com, and CRM connections

  Where it doesn't

  • Payment collection adds a 1% platform fee plus Stripe processing fees
  • Team features require the $49/month Team plan
  • The Free plan includes Intake branding on the portal and emails

• Portico9.4/10 · Free plan · 14-day trial

  A broad client intake workflow with a free plan and paid automation tiers.

  Visit PorticoFull verdict →
• Intake9.2/10 · Free plan

  A low-cost intake platform with AI classification, payments, signatures, and automation access.

  Visit IntakeFull verdict →