Intake vs Portico

Intake

7.4 #2 in Client Intake Software

About Intake

Portico

7.4 #4 in Client Intake Software

About Portico
IntakePortico
Free planYesYes
Free trialNoYes
Paid from$19/mo$29/mo
Open sourceNoNo
PlatformsAndroid, api, iOS, Webapi, Web
Free planYesYes
Paid from19 /mo29 /mo
Client portalYesYes
E-signaturesYesYes
Document uploadsYesYes
Workflow automationconditionalconditional
Payment collectionYesYes
Custom brandingYesYes

Both are listed in Best Client Intake Software. On Inferse, Intake scores higher on our published basis.