GatherMonk vs Portico
GatherMonk
gathermonk.com
Portico
portico.runSide by side
| Figure | GatherMonk | Portico |
|---|---|---|
| Price from | $23/mo | $29/mo |
| Free plan | — | Yes |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| API | — | Yes |
| Plans published | 10 | 7 |
| Spec score · Client Intake Software | 8.6 (#5) | 8.3 (#11) |
| Client portal | Client Portals provide branded workspaces where clients access requests and guides with passwordless email-link login. | Starter and higher plans provide a persistent portal showing onboardings, files and signatures through magic-link access. |
| Compliance | GatherMonk states GDPR, UK GDPR, DPDPA and CCPA compliance in its privacy policy. | Portico describes GDPR consent, export, erasure and configurable retention tools; SOC 2 Type II and ISO 27001 are marked planned. |
| Forms | The built-in forms support public access without login, conditional logic, file uploads, embedding and CSV export. | Its multi-step forms support conditional logic, validation, file uploads, and automatic saving. |
| Founder | The about page names Rajaram Sankaralingam as founder of GatherMonk and CromaPages and says he is based in India. | Portico blog author pages identify Vlad Kuzin as founder and describe 15 years in UX, content design and information architecture at SAP and Intel. |
| Headquarters | The terms give the legal address as 14/21 Desigar Street, Vadapalani, Chennai 600026, Tamil Nadu, India. | Almaty, Kazakhstan |
| Integrations | Official terms identify Stripe, Microsoft Azure Communication Services and Amazon Web Services as integrated third-party services; other business-tool integrations may be subscriber initiated. | Official integration pages name QuickBooks Online, Xero, HubSpot, Pipedrive, Slack, Gmail, Zapier and Make. |
| Intended users | The maker presents GatherMonk for teams in legal, accounting, HR, events, agencies, and other professional services that collect information or documents from clients and partners. | The site presents Portico for service businesses including agencies, accountants, bookkeepers, legal practices, consultants, coaches, and freelancers. |
| Security | The DPA specifies TLS 1.2 or higher in transit, AES-256 encryption at rest, role-based access controls, OTP authentication and OWASP-oriented vulnerability management. | 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 pricing page says every plan includes email and live chat support with a real person. | Support is provided through documentation and the [email protected] email address. |
| Templates | The company advertises more than 1,000 ready-made templates and a library growing toward 5,000 templates. | The documentation says the template gallery contains more than 40 pre-built workflows for agencies, accounting, legal and other sectors. |
| Trial | Paid plans include a 14-day free trial with no credit card required; the maker says there is no permanent free plan. | 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 | GatherMonk is a SaaS platform for collecting documents, files, forms, signatures and other information from external people through structured requests, reminders, approvals and portals. | Portico is a web client-onboarding platform combining intake questions, document uploads, e-signatures, payments and reminders in one link. |
Plans
GatherMonk
- Starter$29 a month
- Starter$29 a month
- Professional$79 a month
- Professional$79 a month
- Business$149 a month
- Business$149 a month
- Starter$276 a year
- Professional$756 a year
- Business$1,428 a year
- CustomPriced 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
GatherMonk
GatherMonk collects documents, forms, files, information and signatures from people outside an organization through structured requests. Requests can include checklists, uploads, e-signatures, reminders, submission tracking and approval or rejection. Branded Client Portals provide passwordless email-link access to requests and guides. Built-in forms support uploads and signatures and can be embedded on websites. Transfers share files through secure links with open tracking, and the maker says there are no file-size limits. A Chrome Plugin works across Chrome tabs, including HubSpot, Salesforce, Gmail and Outlook, without API setup or configuration. GatherMonk states that data is encrypted at rest and in transit and that the service is GDPR compliant; users can export or permanently delete data. It targets legal, accounting, HR, events, agencies and other professional services. Paid plans include a 14-day trial with no credit card, but no permanent free plan. Pricing starts at $29/mo.
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.