Portico
Portico: A broad client intake workflow with a free plan and paid automation tiers. Ranked #1 of 27 in Client Intake Software by our editors (9.4/10); pricing: Free plan · 14-day trial; best for teams wanting complete, affordable intake workflows.
At a glance
- Editor score9.4 / 10
- PricingFree plan · 14-day trial
- Best forTeams wanting complete, affordable intake workflows
- Free planYes
- Paid from$29/mo
- Client portalYes
- Facts checked20 Sep 2026
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
Our verdict on Portico
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, reminders, reusable templates, status tracking, and client portals into a guided workflow. Client access includes progress tracking and magic-link access, while teams can collaborate on submissions and apply document type restrictions.
The published plans range from Free to Business, with a separate Lifetime Solo offer. Free costs $0 forever and supports 3 active onboardings per month, unlimited team members, conditional forms, file collection, e-signatures, and automated email reminders. Starter costs $39 per month when billed monthly or $29 per month when billed annually, adding 25 active onboardings, Stripe payments, custom branding, the full template library, basic automations, and webhooks. Pro costs $79 monthly or $59 with annual billing and adds 100 active onboardings, SMS reminders, Zapier and Make, REST API access, a persistent client portal, and advanced automations. Business costs $149 monthly or $119 annually for unlimited onboardings, unlimited team members, a white-label custom domain, custom templates, priority support, and unlimited storage. Lifetime Solo is a $49 one-time purchase with 5 new onboardings per month, 10 GB of storage, and selected portal, payment, signature, and branding features.
Portico fits teams that want intake to continue through documents, signatures, payments, and client communication rather than stopping at a form. Its ecosystem includes Stripe, QuickBooks Online, Xero, HubSpot, Pipedrive, Slack, Gmail, Zapier, Make, webhooks, and a REST API. The main trade-off is plan progression: smaller teams can start with a capable free workflow, but higher monthly volumes, SMS, persistent portals, deeper automation, and white-label delivery require paid tiers. Choose Portico for connected onboarding workflows; choose a narrower intake tool if you only need basic forms or do not need the surrounding client process.
Your product? Our editors can test Portico in depth and publish a review, labelled as paid · from $149/mo →
Portico pricing
All 7 Portico plans and prices →
Portico fact sheet
| Free plan | Yes |
|---|---|
| Paid from | $29/mo |
| Client portal | Yes |
| E-signatures | Yes |
| Document uploads | Yes |
| Workflow automation | Conditional |
| Payment collection | Yes |
| Custom branding | Yes |
| Free trial | 14 days · no card needed |
| Money-back guarantee | 30 days |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | GDPR |
| Support | Email, Docs |
| Built for | Solo, Small business, Mid-market (editorial estimate) |
| Integrations | 6,000+ integrations: Stripe, QuickBooks Online, Xero, HubSpot, Pipedrive, Slack … See all → |
| Pricing | Free plan · 14-day trial (source) |
| Website | portico.run |
| Facts checked | 20 Sep 2026 |
Portico integrations
Portico lists 6,000+ integrations on its own site — the 11 named here are the ones its pages call out.
- Stripe
- QuickBooks Online
- Xero
- HubSpot
- Pipedrive
- Slack
- Gmail
- Zapier
- Make
- REST API
- Webhooks
See all Portico integrations →
Alternatives to Portico
- IntakeA low-cost intake platform with AI classification, payments, signatures, and automation access.9.2
- LaunchBayA paid web platform for turning client intake into structured project workflows.9.0
- OnvoyA free-first client intake tool that adds payments, signing, portals, and analytics as plans grow.8.9
See all Portico alternatives →
Portico vs the competition
- Portico vs Intake
- Portico vs LaunchBay
- Portico vs Onvoy
- Portico vs IntakeQ
- Portico vs PlatoForms
- Portico vs FormsHQ
Compare Portico with any tool side by side →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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