Gatherly vs Portico

Gatherly

6.7 #18 in Client Intake Software

About Gatherly

Portico

7.7 #3 in Client Intake Software

About Portico
GatherlyPortico
Free planNoYes
Free trialYesYes
Paid from$29/mo$29/mo
Open sourceNoNo
PlatformsWebapi, Web
Free planNoYes
Paid from24 /mo29 /mo
Client portalYesYes
E-signaturesYesYes
Document uploadsYesYes
Workflow automationtemplateconditional
Payment collectionNoYes
Custom brandingYesYes

Both are listed in Best Client Intake Software. On The Geeks Club, Portico scores higher on our published basis.