One price. Unlimited team members.

Pay for the number of clients you onboard, not the number of people on your team. Start free, upgrade when you're ready.

Free

$0/forever

Try Portico with up to 3 onboardings per month. No credit card required.

  • 3 active onboardings/month
  • Unlimited team members
  • Form builder with conditional logic
  • File collection
  • E-signatures (3/month)
  • Automated email reminders
  • Magic-link client access
  • 1 GB storage
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Starter

$39/mo

For growing firms that need e-signatures, payments, and branding.

  • 25 active onboardings/month
  • Unlimited team members
  • Everything in Free, plus:
  • Payment collection (Stripe)
  • Custom branding (logo + colors)
  • Full template library
  • Basic automations
  • Webhooks
  • 50 GB storage
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Pro

$79/mo

For agencies and firms that need integrations, portal, and advanced workflows.

  • 100 active onboardings/month
  • Unlimited team members
  • Everything in Starter, plus:
  • SMS reminders (100/month)
  • Zapier + Make integration
  • REST API access
  • Client portal (persistent)
  • Advanced automations
  • Advanced reporting
  • 250 GB storage
Join Waitlist

Business

$149/mo

For established firms that need white-label, unlimited scale, and priority support.

  • Unlimited onboardings
  • Unlimited team members
  • Everything in Pro, plus:
  • SMS reminders (500/month)
  • White-label (custom domain)
  • Custom templates
  • Priority support
  • Unlimited storage
Join Waitlist

All paid plans include a 14-day Pro trial. No credit card required. Annual billing saves ~25%.

Frequently Asked Questions

Start onboarding clients today

14-day Pro trial. No credit card required. Downgrade to Free anytime.

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