E-signatures
Clients sign contracts inline as part of onboarding. No separate signature link, no app switching, no waiting for a DocuSign email. One flow handles intake, signatures, and file collection together.
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You send an intake form in one tool and a contract through another. Clients open two links, create two accounts, and lose track of what they completed.
Contract emails sit in spam folders or get buried under other messages. You follow up manually, adding days to a process that should take minutes.
You end up paying for a separate e-signature tool on top of your onboarding software. Two subscriptions, two dashboards, two places to check status.
When signatures live in a separate tool, there is no single record connecting the signed contract to the intake form and uploaded documents.
Drag a signature block into your template. Place it after an agreement, terms of service, or scope of work.
The signer sees an electronic-signing consent disclosure plus your own agreement text before signing. No separate app or account required.
A stored SHA-256 record hash covers the signature image, your agreement text, the disclosure, signer identity, timestamp, IP address, browser user agent, and method.
The signer receives a signed-copy email and can download their certificate from the client portal on every plan. Your team verifies the seal from the compliance panel.
Portico signatures are designed to meet ESIGN (US) and UETA requirements: intent, consent to transact electronically, association with the record, and retention. Under eIDAS (EU) they are simple electronic signatures.
Clients access their onboarding through a magic link. They sign without creating a login, downloading an app, or leaving the browser.
Add signature fields to multiple steps. Collect an NDA at the start and a statement of work later in the same flow.
A signature field can require a countersignature after the client signs. Your team member gets an email, signs from the dashboard, and both signatures appear on the certificate.
If a client re-signs, the previous signature image, agreement text, and original timestamp are archived. Records are never silently overwritten.
Signatures are encrypted at rest. Certificate downloads are recorded in the audit trail, so you know who downloaded a certificate and when.
| Feature | Portico | Content Snare | Clustdoc | HoneyBook | Dubsado | Assembly |
|---|---|---|---|---|---|---|
| Native e-signatures (no third-party vendor) | FuseSign or Annature | |||||
| Client signs without leaving the flow | Signs on the vendor's site | PDF upload only | Not documented | |||
| No client account required | ||||||
| Hash-chained audit trail | Not documented | Basic | Not documented | Not documented | Exportable audit trail | |
| Signature certificate (PDF) | Not documented | Not documented | Not documented | Not documented | Audit trail export | |
| Multiple signatures per flow | Through the vendor |
Collect signatures, documents, and form responses in one onboarding flow.
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