Portico

Web · API · paid plans from $29/mo

Freedom report

Two barsScore 6.4

Free tierA free tier is on its own pricing page
Open codeNo open-source code on record
Runs widely1 of 6 device platforms
DocumentedPlans, terms and facts published

Portico is ranked #7 of 27 in client intake software on Freedom251. It runs on API, Web. There is a free plan. A free trial is offered. Paid plans start at $29/mo.

Portico plans and pricing

All plans

Free Free $0/forever 3 active onboardings/month · e-signatures (3/month) · 1 GB storage · unlimited team members portico.run · 30 Sept 2026

Starter $29/mo $29/mo; billed annually — save 26% 25 active onboardings/month · 50 GB storage · unlimited team members portico.run · 30 Sept 2026

Pro $59/mo $59/mo; billed annually — save 25% 100 active onboardings/month · 100 SMS reminders/month · 250 GB storage · unlimited team members portico.run · 30 Sept 2026

Business $119/mo $119/mo; billed annually — save 20% Unlimited onboardings · 500 SMS reminders/month · unlimited storage · unlimited team members portico.run · 30 Sept 2026

Compared on client intake software

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

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The record

Product: Portico describes itself as a client onboarding platform that combines intake, document uploads, signatures, and payments in one guided flow.
Forms: Its multi-step forms support conditional logic, validation, file uploads, and automatic saving.
Signatures: The maker says embedded e-signatures support the ESIGN Act and eIDAS and are timestamped with IP address logging.
Payments: Portico collects deposits, retainers, or project fees through Stripe within the onboarding flow.
Integrations: The integrations page lists QuickBooks Online, Xero, HubSpot, Pipedrive, Slack, Gmail, Zapier, and Make.
API: Portico offers a REST API and webhooks for programmatic onboarding management and real-time event notifications.
Security: The security page states that stored data is encrypted with AES-256, data in transit uses TLS 1.2+, and audit events are cryptographically linked using SHA-256 hashing.
Privacy and compliance: The maker lists consent collection, data export, erasure, and configurable retention as GDPR features; SOC 2 Type II and ISO 27001 are marked planned.
Infrastructure: The security page says Portico uses Supabase on AWS, PostgreSQL with team-scoped access, and AWS S3 file storage.
Limit: Free plan accounts include three active onboardings per month, and active means an onboarding that has not been completed or archived.
Trial: Every plan starts with a 14-day Pro trial without a credit card, after which the account moves to the Free plan automatically.
Support: The support page directs bug reports, feature requests, and questions to [email protected].
Intended users: The site presents Portico for service businesses including agencies, accountants, bookkeepers, legal practices, consultants, coaches, and freelancers.
Headquarters: Almaty, Kazakhstan
Price from: $29/mo

Where it ranks on Freedom251

Best Client Intake Software in 2026#7 of 27

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Sources

portico.run· checked 30 Sept 2026
portico.run/features· checked 30 Sept 2026
portico.run/integrations· checked 30 Sept 2026
portico.run/security· checked 30 Sept 2026
portico.run/support· checked 30 Sept 2026
portico.run/pricing· checked 30 Sept 2026