Gatherly vs Portico
Gatherly
gatherly.shop
Portico
portico.runSide by side
| Figure | Gatherly | Portico |
|---|---|---|
| Price from | $29/mo | $29/mo |
| Free plan | — | Yes |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| API | — | Yes |
| Plans published | 4 | 7 |
| Spec score · Client Intake Software | 7.7 (#18) | 8.3 (#11) |
| Client portal | Clients can use a secure link to upload documents and complete intake without creating an account or password. | Starter and higher plans provide a persistent portal showing onboardings, files and signatures through magic-link access. |
| Compliance | Its GDPR toolkit includes consent management, DSAR export, data portability, breach notification, processing restriction, and right-to-erasure support. | Portico describes GDPR consent, export, erasure and configurable retention tools; SOC 2 Type II and ISO 27001 are marked planned. |
| E-signatures | The platform supports typed, drawn, or uploaded signatures, with RFC 3161 timestamps and PKCS#7 signatures on Professional and above. | Signatures are embedded in the flow and Portico stores a SHA-256 record hash for signed records. |
| Reminders | Automatic reminder sequences can be configured for 3, 7, 14, or 21-day intervals and stop when the client completes intake. | Users can configure item-specific email reminders, while SMS reminders are offered on Pro and higher plans. |
| Security | Gatherly says it uses AES-256 encryption at rest and in transit, role-based access control, audit logging, and SHA-256 hashed secure-link tokens. | 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 | Starter includes email support, while Professional and Business include priority support. | Support is provided through documentation and the [email protected] email address. |
| Trial | All plans have a 14-day free trial with full Professional features, no credit card required, and trial limits of 5 active intakes and 2 GB storage. | Every plan starts with a 14-day Pro trial without a credit card, after which the account moves to the Free plan automatically. |
| What it does | Gatherly is a client intake and document collection platform for professional services firms. | Portico is a web client-onboarding platform combining intake questions, document uploads, e-signatures, payments and reminders in one link. |
Plans
Gatherly
- Starter$29 a month
- Professional$79 a month
- Business$149 a month
- EnterprisePriced 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
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.