Portico vs SentryFirm
Portico
portico.runSentryFirm
sentrypointsystems.comSide by side
| Figure | Portico | SentryFirm |
|---|---|---|
| Price from | $29/mo | $250/mo |
| Free plan | Yes | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| API | Yes | — |
| Plans published | 7 | 3 |
| Spec score · Client Intake Software | 8.3 (#11) | 7.0 (#26) |
| Security | 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. | The product describes authenticated staff access, private file storage, server-side validation, secure download links, and audit logs for key actions. |
| Support | Support is provided through documentation and the [email protected] email address. | Guided Setup includes routine support, while Workflow Plus includes priority support. |
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
SentryFirm
- Guided Setup$250 a month
- Workflow Plus$400 a month
- Tailored SentryFirm Portal$650 a month
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.
SentryFirm
SentryFirm has no write-up on Specifiction yet; its figures are above.