Portico icon
Portico icon

Portico

Unified onboarding platform for agencies, professionals, and freelancers combining forms, document upload, signatures, payments, reminders, field review, comments, white-labeling, multi-language support, portal access, and integration via API, Zapier, webhooks.

Main dashboard showing active onboardings count, progress overview bar (ready to send / waiting / responding / onboarded), items awaiting action with overdue/stale flags, and recent activity feed. This is the first thing a new visitor should see — it answers "what does this product actually look like?"

Cost / License

  • Freemium (Subscription)
  • Proprietary

Application type

Platforms

  • Online
  • Software as a Service (SaaS)
Template builder with a multi-step "Agency Client" workflow. Shows the step sidebar (Welcome page, Company Details, Primary Contact, Project Details, Brand Assets), drag-and-drop fields with type icons, and the step settings panel with conditional logic and translations sections. Demonstrates the builder experience.
The client-facing form view. Shows what the client sees: a branded header (Acme Agency), multi-step progress bar, and a clean intake form with filled-in fields. This is the core product experience from the client's perspective.
+3
Per-field review and approval workflow. Shows a team member reviewing submitted responses with approve/reject controls, inline comments with threaded replies, "Round 2" resubmission badges, and the "Start review" button. This is a key differentiator — no competitor does per-field approval this well.
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Features

  1.  E-signature
  2.  Client Portal
  3.  Form Builder

 Tags

Portico News & Activities

Highlights All activities

Recent activities

Portico information

  • Developed by

    TOO "Solid Code"

  • Licensing

    Proprietary and Freemium product.

  • Pricing

    Subscription that costs $149 per month + free version with limited functionality.

  • Alternatives

    7 alternatives listed

  • Badge

    Get an embeddable badge for Portico

  • Supported Languages

    • English
    • German
    • Spanish
    • French
    • Italian
    • Japanese
    • Dutch
    • Portuguese

AlternativeTo Category

Office & Productivity

Popular alternatives

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Official Links

What is Portico?

Portico replaces the patchwork of Google Forms, DocuSign, Stripe, and email follow-up with a single onboarding link. Create multi-step workflows with 18+ field types including conditional logic, file uploads, e-signatures, and payment collection. Send a link to your client — they complete everything in one branded flow without creating an account.

Built for agencies, accounting firms, law firms, consultants, coaches, and freelancers who onboard clients regularly. Features include automated email and SMS reminders, per-field approve/reject review, a persistent client portal, field-level comment threads, and a tamper-proof audit trail.

Available in 9 languages across 46 countries. REST API, webhooks, Zapier, and Make integrations. White-label with custom domain on the Business plan. Plans from Free ($0/mo) to Business ($149/mo), all with unlimited team members.