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Head-to-head · Client Intake Software

Portico vs Onvoy

  • 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
Onvoy #4 in Client Intake Software 8.9/10 Free plan Free plan✓ 5 of 5 features Visit Onvoy

Portico leads on 0 checks, Onvoy on 0, and 7 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
  • Free planboth
  • Free trialonly Portico

Portico scores higher on our rubric for client intake software: 9.4 against 8.9 out of 10; our editors rank them #1 and #4.

On workflow automation, Portico gives you Conditional where Onvoy offers Template.

Portico is the better fit for teams wanting complete, affordable intake workflows. Onvoy is the better fit for small teams wanting free intake with payments.

  • Portico fits best

    Teams wanting complete, affordable intake workflows

  • Onvoy fits best

    Small teams wanting free intake with payments

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 ↗ Onvoy 8.9/10 Visit ↗
At a glance
Editor score 9.4 8.9
Ranking #1 in Client Intake Software #4 in Client Intake Software
Best for Teams wanting complete, affordable intake workflows Small teams wanting free intake with payments
Pricing model Free plan + paid Free plan + paid
Starting price $29/mo $29/mo
Free plan ✓ ✓
Free trial 14 days —
Deployment Cloud Cloud
Platforms Web Web
Support Email, Docs Email
Compliance GDPR GDPR
Integrations 6,000+ integrations 5 integrations
Built for Solo, Small business, Mid-market Solo, Small business
Features Portico 5/5 · Onvoy 5/5
Client portal ✓ ✓
E-signatures ✓ ✓
Document uploads ✓ ✓
Payment collection ✓ ✓
Custom branding ✓ ✓
Specs
Workflow automation Conditional Template
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, uploads, templates, and email reminders
  • Starter adds e-signatures, Stripe payments, branding, and AI templates
  • Client portals, progress tracking, analytics, and agent connectors are included
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
  • Workflow automation is template-based rather than fully configurable
  • The service is available on the web only
  • SMS reminders are listed as coming soon on the Pro plan
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 →

Onvoy is client onboarding software for freelancers, consultants, agencies, and other service businesses. It brings intake forms, structured answers, file uploads, document signing, Stripe payment collection, reminders, progress tracking,…

Read the review →
  1. PorticoClient Intake Software 9.4Free plan · 14-day trial
  2. OnvoyClient Intake Software 8.9Free plan

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

  • Onvoy — where it wins

    • Free plan includes forms, uploads, templates, and email reminders
    • Starter adds e-signatures, Stripe payments, branding, and AI templates
    • Client portals, progress tracking, analytics, and agent connectors are included

    Where it doesn't

    • Workflow automation is template-based rather than fully configurable
    • The service is available on the web only
    • SMS reminders are listed as coming soon on the Pro plan
  • Portico9.4/10 · Free plan · 14-day trial

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

    Visit PorticoFull verdict →
  • Onvoy8.9/10 · Free plan

    A free-first client intake tool that adds payments, signing, portals, and analytics as plans grow.

    Visit OnvoyFull verdict →

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