ClearClient vs Portico
ClearClient
clearclient.io
Portico
portico.runSide by side
| Figure | ClearClient | Portico |
|---|---|---|
| Price from | $19/mo | $29/mo |
| Free plan | — | Yes |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| API | — | Yes |
| Plans published | 3 | 7 |
| Spec score · Client Intake Software | 8.0 (#13) | 8.3 (#11) |
| Infrastructure | ClearClient says it uses cloud infrastructure providers with SOC 2 Type II certification. | The service says it uses Supabase PostgreSQL and AWS S3 on AWS infrastructure with team-scoped database access. |
| Intended users | The site names event planners, small businesses, marketing agencies, studios, coaches, and notaries as audiences. | The site presents Portico for service businesses including agencies, accountants, bookkeepers, legal practices, consultants, coaches, and freelancers. |
| Security | The Data Policy says data is stored on US servers and encrypted at rest with AES-256 and in transit with TLS 1.2 or higher. | 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. |
| Support | The Pro plan includes priority support, and the site lists [email protected] as its contact address. | Support is provided through documentation and the [email protected] email address. |
Plans
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
ClearClient
ClearClient has no write-up on Specifiction yet; its figures are above.
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.