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Head-to-head · Client Intake Software

Portico vs LaunchBay

  • Updated Oct 2026
  • Both researched from official sources
  • 7 checks side by side
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
LaunchBay #3 in Client Intake Software 9.0/10 Paid ✓ 5 of 5 features Visit LaunchBay

Portico leads on 1 check, LaunchBay on 1, and 5 are even. Who comes out ahead on the 7 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scorePortico · 9.4/10
  • Lowest starting priceLaunchBay · $19/user/mo
  • Free planonly Portico
  • Free trialonly Portico

Portico scores higher on our rubric for client intake software: 9.4 against 9.0 out of 10; our editors rank them #1 and #3.

Portico offers free plan; LaunchBay doesn't. LaunchBay is cheaper to start at $19/mo against $29/mo.

Portico is the better fit for teams wanting complete, affordable intake workflows. LaunchBay is the better fit for client-service teams needing intake-to-project workflows.

  • Portico fits best

    Teams wanting complete, affordable intake workflows

  • LaunchBay fits best

    Client-service teams needing intake-to-project workflows

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Side by side

Feature Portico 9.4/10 Visit ↗ LaunchBay 9.0/10 Visit ↗
At a glance
Editor score 9.4 9.0
Ranking #1 in Client Intake Software #3 in Client Intake Software
Best for Teams wanting complete, affordable intake workflows Client-service teams needing intake-to-project workflows
Pricing model Free plan + paid Paid
Starting price $29/mo $19/user/mo (best)
Free plan ✓ (best) —
Free trial 14 days —
Deployment Cloud Cloud
Platforms Web Web
Support Email, Docs Email, Live chat, Phone, Docs
Compliance GDPR 2FA
Integrations 6,000+ integrations 11 integrations
Built for Solo, Small business, Mid-market Solo, Small business, Mid-market
Features Portico 5/5 · LaunchBay 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
  • Conditional forms, documents, signatures, tasks, and payments in one workspace
  • Branded and white-labeled portals support client-facing workflows
  • Automations and integrations connect intake with delivery tools
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
  • There is no free plan for evaluating the platform
  • Plan features differ between monthly and annual pricing displays
  • Advanced branding and account support require higher-priced tiers
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 →

LaunchBay is a web-based client onboarding and implementation platform for agencies, consultants, professional services firms, and software teams. It connects branded client portals with conditional intake forms, file and document…

Read the review →
  1. PorticoClient Intake Software 9.4Free plan · 14-day trial
  2. LaunchBayClient Intake Software 9.0Paid

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

  • LaunchBay — where it wins

    • Conditional forms, documents, signatures, tasks, and payments in one workspace
    • Branded and white-labeled portals support client-facing workflows
    • Automations and integrations connect intake with delivery tools

    Where it doesn't

    • There is no free plan for evaluating the platform
    • Plan features differ between monthly and annual pricing displays
    • Advanced branding and account support require higher-priced tiers

More comparisons

All client intake software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update