FormsHQ vs Portico

FormsHQ turns forms into workflows for collecting information, qualifying leads, routing submissions, and handling documents, payments, and signatures. Its AI-assisted design can produce questions, helper text, validation, conditional pages, and review criteria from a plain-language brief. Teams can score submissions, assign owners, track statuses and deadlines, and route records for review. Submissions can become summaries, PDFs, agreements, disclosures, internal memos, or client-ready packets. Review steps can include role-based paths, consent and signature checkpoints, and human approval before generated packets are sent. The site describes uses including legal and health intake, agency onboarding, loan prequalification, HR onboarding, events, and bookings. FormsHQ runs on the web. The free Starter Form plan costs nothing and allows one published form and 50 responses per month. Smart Forms costs $29 a month, Growth Workflows $99 a month, and Business Portal $249 a month. The company identifies with SETTEROS and gives an Atlanta, Georgia address.

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.