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.
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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 agreement with timestamp and IP address
Adding a signature field in the form builder
How it works
Drag a signature field into any step of your onboarding template. Write the agreement text clients read before signing.
Clients see an electronic-signing consent disclosure and your agreement text, then sign by drawing or typing. No app switch, no separate email.
A stored SHA-256 hash covers the signature image, agreement text, disclosure, signer identity, timestamp, IP address, and method.
The signature, agreement text, and audit record attach to the client's onboarding. View from the dashboard or export as a branded PDF.
Clients choose their preferred method. The method used is recorded and printed on the certificate.
Signatures are a step in the form — not a separate tool or email. Clients stay in one experience.
Consent disclosure, your agreement text, timestamp, IP address, and browser user agent, sealed in a stored hash.
The signature, agreement text, and audit record attach to the onboarding, not to a separate platform.
See who has signed and who has not from your onboarding dashboard. Automated reminders follow up.
The free plan includes 3 e-signatures a month. Every paid plan is unlimited. No per-signature fees.
Start free. E-signatures on every plan. No per-signature fees.
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