LaunchBay vs Portico
LaunchBay
launchbay.com
Portico
portico.runSide by side
| Figure | LaunchBay | Portico |
|---|---|---|
| Price from | $19/mo | $29/mo |
| Free plan | — | Yes |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| API | — | Yes |
| Plans published | 6 | 7 |
| Spec score · Client Intake Software | 7.7 (#19) | 8.3 (#11) |
| Client portal | It provides branded client portals where customers can view tasks and timelines, upload files, and complete onboarding work. | Starter and higher plans provide a persistent portal showing onboardings, files and signatures through magic-link access. |
| Headquarters | Louisville, Colorado, United States | Almaty, Kazakhstan |
| Integrations | The integrations page lists Google Drive, Google Sheets, Zapier, Calendly, Looker Studio, Fillout Forms, Airtable, Dubsado, and ClickUp. | Official integration pages name QuickBooks Online, Xero, HubSpot, Pipedrive, Slack, Gmail, Zapier and Make. |
| Intended users | LaunchBay describes itself as a client collaboration platform for professional services teams and also identifies post-sales onboarding teams as its users. | The site presents Portico for service businesses including agencies, accountants, bookkeepers, legal practices, consultants, coaches, and freelancers. |
| Security | LaunchBay supports team and client two-factor authentication using an authenticator app; client 2FA requires password-protected portals and disables magic links account-wide. | 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 comparison lists live chat and email support for Essentials and live chat, email, and phone support for Standard and Premium. | Support is provided through documentation and the [email protected] email address. |
| Templates | Teams can reuse templates for projects, documents, forms, and tasks across client work. | The documentation says the template gallery contains more than 40 pre-built workflows for agencies, accounting, legal and other sectors. |
Plans
LaunchBay
- Essentials$29 a month
- Standard$59 a month
- Premium$79 a month
- Essentials$228 a year
- Standard$588 a year
- Premium$828 a year
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.