Client Onboarding Platform
Stop chasing clients. Start onboarding them.
Your client clicks one link. They answer your intake questions, upload documents, sign the agreement, and pay — step by step, in one sitting. Auto-save means they can pause and come back without losing progress.
Build your flow
Drag in form fields, file uploads, signature blocks, and payment steps. Set conditions so clients only see what applies to them.
Send one link
Your client opens a branded portal — not another email attachment. They fill in the intake form, upload documents, sign the agreement, and pay — all in one guided flow.
Done
Signed agreements, uploaded files, and payments appear in your dashboard in real time. Automated reminders follow up on anything outstanding.
Interactive Demo
See both sides of the story
Core Features
Everything clients need, in one flow
Smart intake forms
Multi-step forms with conditional logic, file uploads, and required fields. Clients see only what applies to them — no scrolling through irrelevant sections.
One form replaces your intake, signatures, and file collection.
E-signatures
Legally binding signatures embedded directly in the onboarding flow. Clients sign where they need to — no app switching, no separate DocuSign links.
Built in, not bolted on.
Built-in payments
Collect deposits, retainers, or project fees as part of onboarding.
Automated reminders
Nudge clients who stall. Configurable sequences until every step is done.
Custom branding
Your logo, colors, and domain. Clients see your brand, not ours.
Progress dashboard
See who's done, who's stuck, and what's overdue — at a glance.
Built for service businesses
Whether you onboard five clients a month or five hundred, Portico adapts to your workflow.
Solutions
Purpose-built pages for every need
Client onboarding software
Intake forms, documents, e-signatures, and payments — one flow, one link.
Client portal software
A branded portal your clients actually use — with progress tracking and one-click access.
Secure client portal
AES-256 encryption, per-client isolation, and tamper-proof audit trails.
Client data, handled right
Your clients share contracts, tax documents, and personal data. We take that seriously.
Security details →Resources
From the blog
Bookkeeping client onboarding checklist
Bookkeepers onboard the same client 12 times a year. The fix: a two-tier checklist with one initial setup plus a recurring monthly document request on schedule.
Dubsado alternative for onboarding (2026)
Dubsado takes 15 to 25 hours to set up. If you only need client intake and document collection, simpler alternatives start at $39/mo in under 10 minutes.
HoneyBook alternative - why teams are switching
HoneyBook raised Starter pricing 89% and locked automation behind $59/mo. Here is what to look for in an alternative and which tools actually replace it.
Ready to simplify your client onboarding?
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