Portico vs SentryFirm
| Portico | SentryFirm | |
|---|---|---|
| Free plan | Yes | No |
| Free trial | Yes | No |
| Paid from | $29/mo | — |
| Open source | No | No |
| Platforms | api, Web | Web |
| Free plan | Yes | No |
| Paid from | 29 /mo | 250 /mo |
| Client portal | Yes | Yes |
| E-signatures | Yes | — |
| Document uploads | Yes | Yes |
| Workflow automation | conditional | — |
| Payment collection | Yes | — |
| Custom branding | Yes | — |
Both are listed in Best Client Intake Software. On Inferse, Portico scores higher on our published basis.