Portico
portico.run
What it is
Portico is a client onboarding platform for service businesses, bringing intake, document uploads, e-signatures, and payments into a guided process. Its multi-step forms support conditional logic, validation, file uploads, and automatic saving. Clients can follow progress and access submitted responses and signed documents in a branded portal using magic-link access. Portico collects deposits, retainers, or project fees through Stripe. The maker says embedded signatures support the ESIGN Act and eIDAS, with timestamps and IP address logging. Integrations include QuickBooks Online, Xero, HubSpot, Pipedrive, Slack, Gmail, Zapier, and Make; a REST API and webhooks are also available. The security page lists AES-256 encryption for stored data, TLS 1.2+ in transit, and cryptographically linked audit events. The Free plan is $0.00 per free, with three active onboardings per month. Paid plans start at $29/mo billed annually, and each plan starts with a 14-day Pro trial without a credit card before moving to Free automatically.
Spec sheet
- What it does
- Portico is a web client-onboarding platform combining intake questions, document uploads, e-signatures, payments and reminders in one link.Read 15 Oct 2026 · portico.run
- Product
- Portico describes itself as a client onboarding platform that combines intake, document uploads, signatures, and payments in one guided flow.Read 30 Sep 2026 · portico.run
- Intended users
- The site presents Portico for service businesses including agencies, accountants, bookkeepers, legal practices, consultants, coaches, and freelancers.Read 30 Sep 2026 · portico.run
- Trial
- Every plan starts with a 14-day Pro trial without a credit card, after which the account moves to the Free plan automatically.Read 30 Sep 2026 · portico.run
- API
- Portico offers a REST API and webhooks for programmatic onboarding management and real-time event notifications.Read 30 Sep 2026 · portico.run
- Integrations
- Official integration pages name QuickBooks Online, Xero, HubSpot, Pipedrive, Slack, Gmail, Zapier and Make.Read 15 Oct 2026 · portico.run
- 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.Read 30 Sep 2026 · portico.run
- Compliance
- Portico describes GDPR consent, export, erasure and configurable retention tools; SOC 2 Type II and ISO 27001 are marked planned.Read 15 Oct 2026 · portico.run
- Support
- Support is provided through documentation and the [email protected] email address.Read 15 Oct 2026 · portico.run
- Headquarters
- Almaty, KazakhstanRead 23 Sep 2026 · portico.run
- Client portal
- Starter and higher plans provide a persistent portal showing onboardings, files and signatures through magic-link access.Read 15 Oct 2026 · portico.run
- Dashboard
- The dashboard tracks progress and flags overdue, at-risk and stale onboardings.Read 15 Oct 2026 · portico.run
- Developer documentation
- The docs navigation includes API reference and webhook guides, alongside setup, template, client and billing documentation.Read 15 Oct 2026 · portico.run
- E-signatures
- Signatures are embedded in the flow and Portico stores a SHA-256 record hash for signed records.Read 15 Oct 2026 · portico.run
- File collection
- Clients can upload requested documents inside the onboarding flow and later access submitted files in the portal.Read 15 Oct 2026 · portico.run
- Form builder
- The builder supports multi-step forms, conditional logic, required fields, validation and automatic saving.Read 15 Oct 2026 · portico.run
- Forms
- Its multi-step forms support conditional logic, validation, file uploads, and automatic saving.Read 30 Sep 2026 · portico.run
- 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.Read 15 Oct 2026 · portico.run
- Independent directory deployment
- Capterra lists web, Android and iPhone/iPad deployment for the product.Read 15 Oct 2026 · capterra.com
- Independent directory integrations
- Capterra lists Make, Slack and Zapier as Portico integrations.Read 15 Oct 2026 · capterra.com
- Independent directory support
- Capterra lists email/help-desk, FAQ/forum and knowledge-base support options, with documentation and videos as training formats.Read 15 Oct 2026 · capterra.com
- Infrastructure
- The service says it uses Supabase PostgreSQL and AWS S3 on AWS infrastructure with team-scoped database access.Read 15 Oct 2026 · portico.run
- Limit
- Free plan accounts include three active onboardings per month, and active means an onboarding that has not been completed or archived.Read 30 Sep 2026 · portico.run
- Limit: Independent review coverage
- Capterra reports no user reviews, so there is no reviewer evidence on that directory for recurring praise or complaints.Read 15 Oct 2026 · capterra.com
- Limit: Review detail
- GetApp shows one rating and a 4.0 score but exposes no substantive review text in the listing extract.Read 15 Oct 2026 · getapp.com
- Localization
- Portico says its client-facing experience supports nine locales across 46 countries and includes RTL readiness.Read 15 Oct 2026 · portico.run
- Maker headquarters
- The privacy policy gives the operator address as 22/2 Akseleu Seidimbek St., Nauryzbay District, Almaty, Kazakhstan.Read 15 Oct 2026 · portico.run
- Maker legal entity
- The privacy policy identifies TOO "Solid Code" as the operator.Read 15 Oct 2026 · portico.run
- Payments
- Stripe-powered payment steps collect deposits, retainers or fees without Portico taking a payment percentage.Read 15 Oct 2026 · portico.run
- 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.Read 30 Sep 2026 · portico.run
- Privacy update
- The privacy policy shown on the site was last updated April 30, 2026.Read 15 Oct 2026 · portico.run
- Rating on Capterra
- 0.0 out of 5 from 0 reviews.Read 15 Oct 2026 · capterra.com
- Rating on GetApp
- 4.0 out of 5 from 1 review.Read 15 Oct 2026 · getapp.com
- Reminders
- Users can configure item-specific email reminders, while SMS reminders are offered on Pro and higher plans.Read 15 Oct 2026 · portico.run
- REST API
- The REST API is described as providing CRUD operations for onboardings, templates, clients and files with JSON, token authentication and rate limiting.Read 15 Oct 2026 · portico.run
- Security encryption
- Portico states that stored data uses AES-256 encryption and data in transit uses TLS 1.2 or higher.Read 15 Oct 2026 · portico.run
- Signatures
- The maker says embedded e-signatures support the ESIGN Act and eIDAS and are timestamped with IP address logging.Read 30 Sep 2026 · portico.run
- Templates
- The documentation says the template gallery contains more than 40 pre-built workflows for agencies, accounting, legal and other sectors.Read 15 Oct 2026 · portico.run
- Webhooks
- Webhooks send real-time POST events for submissions, uploads, signatures and status changes; feature pages state HMAC-SHA256 signing.Read 15 Oct 2026 · portico.run
Plans and prices
Free 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 Read 15 Oct 2026 · portico.run
Starter $29 a month annually 25 active onboardings/month · unlimited team members · Stripe payments · branding · template library · basic automations · webhooks · 50 GB storage Read 15 Oct 2026 · portico.run
Lifetime Solo $49, paid once one-time 5 new onboardings/month · 10 GB storage · unlimited e-signatures/team members · portal · Stripe payments · branding · webhooks · 5 custom fields Read 15 Oct 2026 · portico.run
Pro $59 a month annually 100 active onboardings/month · SMS reminders (100/month) · Zapier and Make · REST API · persistent portal · advanced automations/reporting · 250 GB storage Read 15 Oct 2026 · portico.run
Business $119 a month annually Unlimited onboardings · unlimited team members · SMS reminders (500/month) · white-label custom domain · custom templates · priority support · unlimited storage Read 15 Oct 2026 · portico.run
Lifetime Practice $119, paid once one-time 15 new onboardings/month · 50 GB storage · Solo features · REST API and Zapier · nine client-facing languages · 15 custom fields Read 15 Oct 2026 · portico.run
Lifetime Firm $229, paid once one-time 30 new onboardings/month · 100 GB storage · Practice features · white-label custom-domain portal · 20 custom fields Read 15 Oct 2026 · portico.run
Strong points and limits
Strong points
- Forms include conditional logic and automatic saving.
- Clients get a branded portal with magic-link access.
- Stripe payments can be collected during onboarding.
- Offers a REST API and webhooks.
- Stored data uses AES-256 encryption.
Limits
- Free plan allows three active onboardings monthly.
- Starter costs $29/mo billed annually.
- SOC 2 Type II and ISO 27001 are planned.
Who it suits
Portico suits service businesses such as agencies, accountants, bookkeepers, legal practices, consultants, coaches, and freelancers. It is useful for teams that want to collect onboarding information, signatures, and payments in one flow.
Verdict
Portico combines intake, document handling, signatures, and payment collection with client progress access. The Free plan has a three-active-onboarding monthly limit, while annual-billing paid plans start at $29/mo.
Where Specifiction places it
- Client Intake Software#11 of 278.3
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