Onvoy vs Portico
Onvoy
onvoy.app
Portico
portico.runSide by side
| Figure | Onvoy | Portico |
|---|---|---|
| Price from | $29/mo | $29/mo |
| Free plan | Yes | Yes |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| API | Yes | Yes |
| Plans published | 3 | 7 |
| Spec score · Client Intake Software | 8.4 (#8) | 8.3 (#11) |
| Integrations | Official pages name Stripe, Claude, ChatGPT, OAuth and MCP as connected services or connectors. | Official integration pages name QuickBooks Online, Xero, HubSpot, Pipedrive, Slack, Gmail, Zapier and Make. |
| Payments | Onvoy supports deposits, retainers and invoices through Stripe inside the onboarding flow. | Stripe-powered payment steps collect deposits, retainers or fees without Portico taking a payment percentage. |
| Reminders | Automatic email follow-ups remind clients about stalled onboarding steps. | Users can configure item-specific email reminders, while SMS reminders are offered on Pro and higher plans. |
| Security | Onvoy states that it uses encryption in transit, access controls, secure password hashing, and reputable infrastructure providers. | 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 | Support is offered through the [email protected] address on a commercially reasonable basis. | Support is provided through documentation and the [email protected] email address. |
| What it does | Onvoy combines client intake questions, file uploads, signatures and payment collection in one branded onboarding flow. | Portico is a web client-onboarding platform combining intake questions, document uploads, e-signatures, payments and reminders in one link. |
Plans
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
Onvoy
Onvoy is a web-based client-onboarding service for freelancers and small agencies. It brings intake questions, file uploads, legally binding e-signatures, and deposit collection into a guided client portal. You can add your logo, colors, and copy, use your own domain, and enable automatic SSL. The flow also supports retainers and invoices through Stripe, with automatic reminders for stalled clients or missing details. Progress views identify clients who are complete, stuck, or overdue, and show where people leave a flow. Onvoy can connect a workspace to Claude and ChatGPT through secure OAuth and MCP for building flows, sending portals, and reporting client status. Clients can complete the sequence on a phone without creating accounts. The service is not a CRM, project manager, or invoicing suite. The free plan costs nothing and allows five onboardings per month and one team member. Starter costs $29 a month; Pro costs $79 a month. A free trial is available.
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.