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Portico
Almaty, Kazakhstan
What it is
Portico is a client onboarding platform that brings intake, document uploads, e-signatures, and payments into one guided flow. Its multi-step forms support conditional logic, validation, file uploads, and automatic saving. Clients can follow progress and access submitted responses and signed documents through a branded portal with magic-link access. The maker says embedded signatures support the ESIGN Act and eIDAS, with timestamps and IP address logging. Portico can collect deposits, retainers, or project fees through Stripe during onboarding. Listed integrations include QuickBooks Online, Xero, HubSpot, Pipedrive, Slack, Gmail, Zapier, and Make; a REST API and webhooks are also available. The maker lists consent collection, data export, erasure, and configurable retention as GDPR features, while SOC 2 Type II and ISO 27001 are marked planned. Free accounts allow three active onboardings per month, defined as those not completed or archived. Each plan starts with a 14-day Pro trial without a credit card, after which the account moves to Free automatically. Annual-billing plans include Starter at $29 a month, Pro at $59 a month, and Business at $119 a month.
For and against
For
- Combines intake, uploads, signatures, and payments.
- Forms support conditional logic and automatic saving.
- Clients can track progress through a branded portal.
- Integrations include QuickBooks Online, Xero, and HubSpot.
- Includes a REST API and webhooks.
Against
- Free accounts allow three active onboardings per month.
- SOC 2 Type II and ISO 27001 are marked planned.
- Paid plan prices are listed for annual billing.
The verdict
Portico brings several onboarding tasks into one process and offers a client portal, integrations, and API access. The Free plan's three-active-onboarding limit and the planned status of some certifications are useful constraints to keep in view.
Who it suits
Portico suits service businesses such as agencies, accountants, bookkeepers, legal practices, consultants, coaches, and freelancers. It is relevant to teams that want client intake, documents, signatures, and payments in a guided onboarding process.
Plans and prices
Free
3 active onboardings/month · unlimited team members · conditional forms · file collection
Read 15 Oct 2026 · portico.run
Starter
25 active onboardings/month · unlimited team members · Stripe payments · branding
Read 15 Oct 2026 · portico.run
Lifetime Solo
5 new onboardings/month · 10 GB storage · unlimited e-signatures/team members · portal
Read 15 Oct 2026 · portico.run
Pro
100 active onboardings/month · SMS reminders (100/month) · Zapier and Make · REST API
Read 15 Oct 2026 · portico.run
Lifetime Practice
15 new onboardings/month · 50 GB storage · Solo features · REST API and Zapier
Read 15 Oct 2026 · portico.run
Business
Unlimited onboardings · unlimited team members · SMS reminders (500/month) · white-label custom domain
Read 15 Oct 2026 · portico.run
Lifetime Firm
30 new onboardings/month · 100 GB storage · Practice features · white-label custom-domain portal
Read 15 Oct 2026 · portico.run
On the record
- API
- Portico offers a REST API and webhooks for programmatic onboarding management and real-time event notifications.portico.run · read 30 Sep 2026
- Client portal
- Starter and higher plans provide a persistent portal showing onboardings, files and signatures through magic-link access.portico.run · read 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 · read 15 Oct 2026
- Dashboard
- The dashboard tracks progress and flags overdue, at-risk and stale onboardings.portico.run · read 15 Oct 2026
- Developer documentation
- The docs navigation includes API reference and webhook guides, alongside setup, template, client and billing documentation.portico.run · read 15 Oct 2026
- E-signatures
- Signatures are embedded in the flow and Portico stores a SHA-256 record hash for signed records.portico.run · read 15 Oct 2026
- File collection
- Clients can upload requested documents inside the onboarding flow and later access submitted files in the portal.portico.run · read 15 Oct 2026
- Form builder
- The builder supports multi-step forms, conditional logic, required fields, validation and automatic saving.portico.run · read 15 Oct 2026
- Forms
- Its multi-step forms support conditional logic, validation, file uploads, and automatic saving.portico.run · read 30 Sep 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 · read 15 Oct 2026
- Independent directory deployment
- Capterra lists web, Android and iPhone/iPad deployment for the product.capterra.com · read 15 Oct 2026
- Independent directory integrations
- Capterra lists Make, Slack and Zapier as Portico integrations.capterra.com · read 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 · read 15 Oct 2026
- Infrastructure
- The service says it uses Supabase PostgreSQL and AWS S3 on AWS infrastructure with team-scoped database access.portico.run · read 15 Oct 2026
- Integrations
- Official integration pages name QuickBooks Online, Xero, HubSpot, Pipedrive, Slack, Gmail, Zapier and Make.portico.run · read 15 Oct 2026
- Intended users
- The site presents Portico for service businesses including agencies, accountants, bookkeepers, legal practices, consultants, coaches, and freelancers.portico.run · read 30 Sep 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 · read 30 Sep 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 · read 15 Oct 2026
