Intake vs Portico
Intake
dointake.com
Portico
portico.runSide by side
| Figure | Intake | Portico |
|---|---|---|
| Price from | $19/mo | $29/mo |
| Free plan | Yes | Yes |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | Yes |
| Plans published | 7 | 7 |
| Spec score · Client Intake Software | 8.9 (#2) | 8.3 (#11) |
| Form builder | The drag-and-drop builder supports text, email, phone, SSN and dropdown fields, validation and conditional fields. | The builder supports multi-step forms, conditional logic, required fields, validation and automatic saving. |
| Integrations | The maker says Intake can connect with Make.com, Zapier, CRMs, Claude and GPT. | Official integration pages name QuickBooks Online, Xero, HubSpot, Pipedrive, Slack, Gmail, Zapier and Make. |
| Payments | Stripe-connected requests can collect retainers, deposits or fees; Intake charges a 1% platform fee per successful payment. | Stripe-powered payment steps collect deposits, retainers or fees without Portico taking a payment percentage. |
| Reminders | Automated email reminders continue until requested materials are complete. | Users can configure item-specific email reminders, while SMS reminders are offered on Pro and higher plans. |
| REST API | The API uses the hosted base URL https://dointake.com/api/v1 and JSON requests and responses. | The REST API is described as providing CRUD operations for onboardings, templates, clients and files with JSON, token authentication and rate limiting. |
| Security | The site says data is encrypted in transit and at rest using 256-bit encryption; its privacy policy also lists TLS/SSL encryption, access controls, authentication, and regular security assessments. | 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. |
| Security encryption | The maker states that data is encrypted in transit with TLS/SSL and documents are encrypted at rest. | Portico states that stored data uses AES-256 encryption and data in transit uses TLS 1.2 or higher. |
| Support | Enterprise customers can request dedicated support; the privacy policy directs support requests to Intake by email. | Support is provided through documentation and the [email protected] email address. |
| What it does | Intake is a document-collection platform where businesses send one link for forms, signed PDFs, uploads and payments. | Portico is a web client-onboarding platform combining intake questions, document uploads, e-signatures, payments and reminders in one link. |
Plans
Intake
- FreeFree
- FreeFree
- Professional$19 a month
- Professional$19 a month
- Team$49 a month
- Team$49 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.