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Portico pricing

Freemium#1 of 27 in Client Intake Software

Portico costs from $29/mo on its cheapest paid plan; 7 plans in all, as listed on portico.run — prices checked 20 Sep 2026.

9.4/10Editor score
Visit Portico
Portico9.4 Visit Portico

Portico pricing at a glance

Plans Free plan · 14-day trialFreemium A usable free plan; paid tiers unlock the limits below. Prices checked 20 Sep 2026.
See plans on portico.run

Portico plans & pricing

PlanPriceKey limits
FreeFree $0 forever
  • 3 active onboardings/month
  • Unlimited team members
  • 3 e-signatures/month
  • 1 GB storage
Starter$39/mo$29/mo Billed annually — save 26%
  • 25 active onboardings/month
  • Unlimited team members
  • 50 GB storage
Pro$79/mo$59/mo Billed annually — save 25%
  • 100 active onboardings/month
  • Unlimited team members
  • 100 SMS reminders/month
  • 250 GB storage
Business$149/mo$119/mo Billed annually — save 20%
  • Unlimited onboardings
  • Unlimited team members
  • 500 SMS reminders/month
  • Unlimited storage
Lifetime Solo$49 one-time One-time payment; no renewal
  • 5 new onboardings/month
  • 10 GB file storage
  • 5 custom client fields
  • Unlimited team members
Lifetime Practice$119 one-time One-time payment; no renewal
  • 15 new onboardings/month
  • 50 GB file storage
  • 15 custom client fields
  • Unlimited team members
Lifetime Firm$229 one-time One-time payment; no renewal
  • 30 new onboardings/month
  • 100 GB file storage
  • 20 custom client fields
  • Unlimited team members

Prices as published by the vendor on portico.run, checked 20 Sep 2026; taxes and regional pricing may differ. We do not change a plan's price or its limits — this table is what the vendor's own pricing page said on that date.

What the price includes

  • Free trial
    14 days · no card needed
  • Money-back guarantee
    30 days
  • Built for
    Solo, Small business, Mid-market
  • Integrations
    6,000+ integrations: Stripe, QuickBooks Online, Xero, HubSpot, Pipedrive, Slack …
  • Free plan
    Yes
  • Paid from
    $29/mo
  • Client portal
    Yes

Our full Portico verdict, fact sheet and score →

Prices checked by iTechGuides Editors · Editorial team · Updated Oct 2026

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