Freedom251 › Client Intake Software
Portico
What Portico is
Portico is a client onboarding platform that brings intake, document uploads, signatures, and payments into a guided process. Its multi-step forms support conditional logic, validation, file uploads, and automatic saving. Clients can use a persistent branded portal to follow progress and access submitted responses and signed documents through magic-link access. Portico says its embedded e-signatures support the ESIGN Act and eIDAS, with timestamps and IP address logging. Payments for deposits, retainers, or project fees can be collected through Stripe in the onboarding flow. Listed integrations include QuickBooks Online, Xero, HubSpot, Pipedrive, Slack, Gmail, Zapier, and Make; a REST API and webhooks are also available. Free accounts include three active onboardings per month, meaning ones that are neither completed nor archived. Each plan starts with a 14-day Pro trial without a credit card, then moves to Free automatically. Annual-billing prices are $29 a month for Starter, $59 a month for Pro, and $119 a month for Business.
Who it suits
Portico is presented for service businesses such as agencies, accountants, bookkeepers, legal practices, consultants, coaches, and freelancers. Its API and webhooks may also suit teams managing onboarding programmatically.
What it does well
- Forms include conditional logic and automatic saving.
- Clients get a branded portal with magic-link access.
- Stripe payments can be collected during onboarding.
- REST API and webhooks are available.
What to know first
- Free accounts allow three active onboardings per month.
- The 14-day Pro trial moves to Free automatically.
- SOC 2 Type II and ISO 27001 are planned, not listed as current.
Limits
The Free plan allows three active onboardings and three e-signatures per month, with 1 GB of storage. Starter is $29 a month billed annually and allows 25 active onboardings per month; the 14-day Pro trial then moves to Free automatically.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Free | forever · 3 active onboardings/month · unlimited team members · conditional forms · file collection · 3 e-signatures/month · email reminders · magic-link access · 1 GB storage | Free |
| Business | annually · Unlimited onboardings · unlimited team members · SMS reminders (500/month) · white-label custom domain · custom templates · priority support · unlimited storage | $119 a month |
| Lifetime Practice | one-time · 15 new onboardings/month · 50 GB storage · Solo features · REST API and Zapier · nine client-facing languages · 15 custom fields | $119, paid once |
| Lifetime Firm | one-time · 30 new onboardings/month · 100 GB storage · Practice features · white-label custom-domain portal · 20 custom fields | $229, paid once |
| Starter | annually · 25 active onboardings/month · unlimited team members · Stripe payments · branding · template library · basic automations · webhooks · 50 GB storage | $29 a month |
| Lifetime Solo | one-time · 5 new onboardings/month · 10 GB storage · unlimited e-signatures/team members · portal · Stripe payments · branding · webhooks · 5 custom fields | $49, paid once |
| Pro | annually · 100 active onboardings/month · SMS reminders (100/month) · Zapier and Make · REST API · persistent portal · advanced automations/reporting · 250 GB storage | $59 a month |
As portico.run lists them, read 15 Oct 2026. The maker's own page has the final word.
Getting started
- Visit the Portico website and create an account.
- Start the 14-day Pro trial without a credit card.
- Set up a multi-step form with the intake fields and uploads you need.
- Connect an available integration or use the REST API and webhooks.
- After the trial, continue on Free or choose a paid plan.
Verdict
Portico brings forms, documents, signatures, and payments into one onboarding flow, with client access through a branded portal. Free accounts have a three-active-onboarding monthly limit; annual-billing plans start at $29 a month.
Questions
Does Portico have a free plan?
Yes. Free includes three active onboardings per month, three e-signatures per month, 1 GB of storage, and unlimited team members.
How long is the trial?
Each plan starts with a 14-day Pro trial without a credit card. Afterward, the account moves to the Free plan automatically.
What platforms does Portico support?
The listed platforms are web and API.
Which integrations does Portico list?
Portico lists QuickBooks Online, Xero, HubSpot, Pipedrive, Slack, Gmail, Zapier, and Make.
How much do the paid plans cost?
Starter is $29 a month billed annually, Pro is $59 a month billed annually, and Business is $119 a month billed annually.
Who is Portico for?
The site presents it for service businesses including agencies, accountants, bookkeepers, legal practices, consultants, coaches, and freelancers.
Facts from Portico's own pages
- API
- Portico offers a REST API and webhooks for programmatic onboarding management and real-time event notifications. · portico.run, 30 Sept 2026
- Client portal
- Starter and higher plans provide a persistent portal showing onboardings, files and signatures through magic-link access. · portico.run, 15 Oct 2026
- Compliance
- Portico describes GDPR consent, export, erasure and configurable retention tools; SOC 2 Type II and ISO 27001 are marked planned. · portico.run, 15 Oct 2026
- Dashboard
- The dashboard tracks progress and flags overdue, at-risk and stale onboardings. · portico.run, 15 Oct 2026
- Developer documentation
- The docs navigation includes API reference and webhook guides, alongside setup, template, client and billing documentation. · portico.run, 15 Oct 2026
- E-signatures
- Signatures are embedded in the flow and Portico stores a SHA-256 record hash for signed records. · portico.run, 15 Oct 2026
- File collection
- Clients can upload requested documents inside the onboarding flow and later access submitted files in the portal. · portico.run, 15 Oct 2026
- Form builder
- The builder supports multi-step forms, conditional logic, required fields, validation and automatic saving. · portico.run, 15 Oct 2026
- Forms
- Its multi-step forms support conditional logic, validation, file uploads, and automatic saving. · portico.run, 30 Sept 2026
- Founder
- Portico blog author pages identify Vlad Kuzin as founder and describe 15 years in UX, content design and information architecture at SAP and Intel. · portico.run, 15 Oct 2026
- Headquarters
- Almaty, Kazakhstan · portico.run, 23 Sept 2026
- Independent directory deployment
- Capterra lists web, Android and iPhone/iPad deployment for the product. · capterra.com, 15 Oct 2026
- Independent directory integrations
- Capterra lists Make, Slack and Zapier as Portico integrations. · capterra.com, 15 Oct 2026
- Independent directory support
- Capterra lists email/help-desk, FAQ/forum and knowledge-base support options, with documentation and videos as training formats. · capterra.com, 15 Oct 2026
- Infrastructure
- The service says it uses Supabase PostgreSQL and AWS S3 on AWS infrastructure with team-scoped database access. · portico.run, 15 Oct 2026
- Integrations
- Official integration pages name QuickBooks Online, Xero, HubSpot, Pipedrive, Slack, Gmail, Zapier and Make. · portico.run, 15 Oct 2026
- Intended users
- The site presents Portico for service businesses including agencies, accountants, bookkeepers, legal practices, consultants, coaches, and freelancers. · portico.run, 30 Sept 2026
- Limit
- Free plan accounts include three active onboardings per month, and active means an onboarding that has not been completed or archived. · portico.run, 30 Sept 2026
- Limit: Independent review coverage
- Capterra reports no user reviews, so there is no reviewer evidence on that directory for recurring praise or complaints. · capterra.com, 15 Oct 2026
- Limit: Review detail
- GetApp shows one rating and a 4.0 score but exposes no substantive review text in the listing extract. · getapp.com, 15 Oct 2026
- Localization
- Portico says its client-facing experience supports nine locales across 46 countries and includes RTL readiness. · portico.run, 15 Oct 2026
- Maker headquarters
- The privacy policy gives the operator address as 22/2 Akseleu Seidimbek St., Nauryzbay District, Almaty, Kazakhstan. · portico.run, 15 Oct 2026
- Maker legal entity
- The privacy policy identifies TOO "Solid Code" as the operator. · portico.run, 15 Oct 2026
- Payments
- Stripe-powered payment steps collect deposits, retainers or fees without Portico taking a payment percentage. · portico.run, 15 Oct 2026
Where Portico stands on Freedom251
- Client Intake Software#10 of 27