E-Signatures
Sending a separate DocuSign link for every engagement letter is one more step where clients drop off. Portico embeds signatures directly in the onboarding — clients sign as step 3, not as a separate email they forget about.
You send the onboarding form, then a DocuSign link, then a payment link. Each extra step is another chance for the client to stall.
Full e-signature platforms are built for complex contract workflows. You just need a signed engagement letter at the start of every client relationship.
DocuSign, HelloSign, PandaDoc — each adds monthly cost, another login, and another tool your team has to learn.
Signed documents live in the e-signature platform. Client info lives in your intake tool. You manually connect the two.
Client signing an agreement in the onboarding flow
Signed document with timestamp and IP
Adding a signature field in the form builder
How it works
Drag a signature field into any step of your onboarding template. Add the agreement text clients will read before signing.
When clients reach the signature step, they read the terms and sign — draw or type. No app switch, no separate email.
Each signature is timestamped with the signer's IP address. ESIGN Act and eIDAS compliant.
Signed documents are attached to the client's onboarding. View from the dashboard, export as a branded PDF, or download individually.
Clients choose their preferred method. Both produce a legally binding record.
Signatures are a step in the form — not a separate tool or email. Clients stay in one experience.
ESIGN Act and eIDAS compliant. Timestamped with IP address logging.
Signed documents are attached to the onboarding, not scattered across a separate platform.
See who has signed and who has not from your onboarding dashboard. Automated reminders follow up.
E-signatures are included on all plans — even the free tier. No per-signature fees.
Start free. E-signatures on every plan. No per-signature fees, no credit card required.
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