Captorra Intake vs Portico
Captorra Intake
captorra.com
Portico
portico.runSide by side
| Figure | Captorra Intake | Portico |
|---|---|---|
| Price from | $200/mo | $29/mo |
| Free plan | — | Yes |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| API | Yes | Yes |
| Plans published | 3 | 7 |
| Spec score · Client Intake Software | 8.6 (#4) | 8.3 (#11) |
| API | Captorra provides an API for vendors to post lead data into a firm's Captorra organization using a JSON POST request. | Portico offers a REST API and webhooks for programmatic onboarding management and real-time event notifications. |
| Integrations | The vendor lists more than 45 partners, including Microsoft, Twilio, Google, Needles, Filevine, ProLaw, SmartAdvocate, Gmail, Outlook and Microsoft Teams. | Official integration pages name QuickBooks Online, Xero, HubSpot, Pipedrive, Slack, Gmail, Zapier and Make. |
| Rating on GetApp | 4.3 out of 5 from 18 reviews | 4.0 out of 5 from 1 review. |
| Support | GetApp lists email/help-desk and chat support, with in-person, live-online, documentation and video training options. | Support is provided through documentation and the [email protected] email address. |
| What it does | Captorra is a legal intake, lead conversion and case-management application for law firms. | Portico is a web client-onboarding platform combining intake questions, document uploads, e-signatures, payments and reminders in one link. |
Plans
Captorra Intake
- Basic$200 a month
- Captorra EnterprisePriced on request
- Captorra ReadyPriced on request
Portico
- FreeFree
- Starter$29 a month
- Lifetime Solo$49, paid once
- Pro$59 a month
- Business$119 a month
- Lifetime Practice$119, paid once
- Lifetime Firm$229, paid once
In their own words
Captorra Intake
Captorra Intake is a web and API application for law-firm case intake and lead conversion. It can send automatic text or email replies when prospects appear and recurring alerts to prompt follow-up. Firms may use standard intake forms or create scripts with questions tailored to their practice and client criteria. Built-in phone and SMS functionality, powered by Twilio, can show the matching contact record for an incoming call. The system tracks prospect history, contacts and milestones, with conditional automated workflows. Firms can add unlimited custom fields and configure user roles. Captorra can prepare turn-down emails or merge turn-down letters for prospects a firm will not accept. Real-time dashboards and reports show lead sources, follow-up status and the cost to retain leads and clients. Electronic signing works by email, text, or a prospect’s phone, desktop or mobile device. Integrations include more than 45 partners, such as Microsoft, Twilio, Google, lead providers, call centres and case-management systems. Zapier and a JSON POST API can send lead data into Captorra. Ready supports up to five users; Enterprise supports unlimited users. Pricing is on request.
Portico
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.