Portico is unclaimed —

Portico

Stop chasing clients. Start onboarding them.·portico.run

Portico is a client onboarding platform for service businesses that lets a business send one link so a client can complete intake forms, upload documents, sign agreements, and pay in a single guided flow. It includes automated reminders, a persistent branded client portal, and REST API/Zapier integrations. Clients access their onboarding via a single-use magic link with no account creation required.

What it's for

Client intake and project kickoff for agenciesTax document collection and engagement letter signing for accountantsFinancial document collection and access setup for bookkeepersMatter intake and retainer collection for legal firmsSOWs and project onboarding for consultantsWelcome packets and agreements for coaches and freelancersCollecting documents, signatures, and payments in one onboarding flowAutomated follow-up reminders for incomplete client tasks

Features 20

18+ form field types including text, email, phone, dropdown, date picker, file upload, signature, payment, consent checkbox
Auto-save of form progress across sessions and devices
Branded PDF export of completed onboardings with signatures
Built-in Stripe-powered payment collection
Conditional logic to show/hide fields based on prior answers
Configurable automated reminder sequences
Configurable data retention policies
Custom branding (logo, colors, sender name) on portal and emails
Custom domain for the client portal
E-signatures embedded in the onboarding flow (ESIGN Act and eIDAS compliant)
Magic-link client access with no passwords
Multi-step intake forms with progress bar
Multilingual client experience across 9 locales and 46 countries
Persistent client portal with progress and document access
REST API and webhooks for programmatic onboarding management
Role-based access control for team members
Tamper-proof, SHA-256 chained audit trail
Team progress dashboard filterable by status, assignee, or client
White-label option removing Portico branding
Zapier and Make integrations

At a glance

free tierfree trialAPI

TypeWeb app

DeploymentCloud

PlatformsWeb

Foragencies, accountants, bookkeepers, consultants, coaches, legal firms, freelancers, service businesses

CompanyPortico

Integrations

ZapierMakeQuickBooks OnlineXeroHubSpotSlackGoogle SheetsNotionPipedriveAirtableStripePaddle

Complianceself-reported

GDPRESIGN ActeIDAS

Resources

Docs

Pricing

All paid plans include unlimited team members; pricing scales by number of clients onboarded, not team size. Every plan starts with a 14-day Pro trial, no credit card required; after the trial the account moves to the permanent Free plan.

FreeFree

No credit card required.

3 active onboardings/month

Starter$39/mo

Billed annually — save 26%.

25 active onboardings/month

Pro$79/mo

Billed annually — save 25%. Marked 'Most popular'.

100 active onboardings/month

Business$149/mo

Billed annually — save 20%.

Unlimited onboardings

Starter plan: save 26% when billed annually ($29/mo vs $39/mo).