60% of service businesses use 4+ tools to onboard clients. Google Forms for intake. DocuSign for contracts. Stripe for payments. Email for follow-up. Portico replaces all of them with one link.
Send one link. Clients complete everything. You get notified when it's done.
Pick an industry-specific template or create your own onboarding flow with our drag-and-drop builder. Add form fields, file requests, signature blocks, and payment steps.
Each onboarding generates a unique magic link. Send it via email (or let Portico send it automatically). Your client clicks the link — no account creation needed.
Clients fill in forms, upload files, sign documents, and make payments — all in one guided flow. Auto-save means they can close the browser and come back anytime.
Automated reminders nudge clients who stall. Your dashboard shows real-time progress. When everything is complete, you're ready to start the engagement.
Forms, documents, signatures, payments, and reminders — in one guided flow your clients actually complete.
Drag-and-drop form builder with 15+ field types, rich text, file uploads, and conditional logic. Clients see only what applies to them — if they're a new client, show section A; if returning, skip to section C.
Request specific files with type restrictions, multi-file uploads, and per-item approve/reject. Clients upload directly into the flow — no more "can you resend that as a PDF?"
Legally binding signatures embedded directly in the onboarding flow. Clients sign contracts, agreements, and consent forms without leaving the page. No separate DocuSign or PandaDoc needed.
Collect deposits, retainers, or project fees as part of the onboarding sequence. Stripe-powered with direct payouts to your account — no intermediary, no extra invoicing tool.
Configurable email and SMS reminder sequences that nudge clients who stall. Item-specific: "You still need to upload your business license and sign the service agreement."
No passwords, no account creation, no friction. Clients click a unique link from their email and land directly in their onboarding flow. Optional PIN for sensitive industries.
Pre-built onboarding templates for agencies, accountants, consultants, coaches, and legal firms. Pick one, customize the fields, add your branding, and send — in under 10 minutes.
See every onboarding at a glance: who's done, who's stuck, and what's overdue. Filter by status, assignee, or client. Never lose track of a single intake again.
If you onboard clients every week, Portico was built for you.
Collect brand assets, contracts, logins, and project briefs. Replace 4 tools with one onboarding link.
Gather tax documents, engagement letters, and bank access — with automated follow-up until everything is in.
Structured intake for new engagements: scope documents, NDAs, discovery questionnaires, and retainer payments.
Welcome packets, coaching agreements, intake assessments, and session payment — all before the first call.
Client intake forms, engagement letters, ID verification, and retainer collection in a secure, branded portal.
Project kickoff made professional: collect requirements, sign contracts, and get paid — without chasing emails.
Send your first onboarding link in under 10 minutes. 14-day Pro trial, no credit card required.
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