17.7
PlatoForms converts existing PDFs into online forms and returns completed PDFs in the original format after submission.
Free planAndroidWebAPI
Alternatives to Intake
Intake brings forms, signed PDFs, document uploads, and payments together in one request link. Conditional fields and validation can shape what clients see, and its AI classifies document types while flagging uncertain cases for review. Clients can start from a public link and upload from a phone without an account. Intake also connects through its REST API, webhooks, and named integrations. The free plan covers up to 10 clients; Professional starts at $19 per month, and…
27.5
CaseDesk combines lead capture, routing, follow-up workflows, and pipeline analytics for law firms.
AndroidiOSWeb
37.3
FormsHQ turns forms into workflows for collecting information, qualifying leads, routing submissions, managing payments and signatures, and sending data to other tools.
Free planWeb
- 4
Portico
Portico is a client onboarding platform that combines intake, document uploads, signatures, and payments in a guided process.
Free planWebAPI7.3From $29 a month - 5
GatherMonk
GatherMonk collects documents, forms, files, information, and signatures from people outside an organization through structured requests, reminders,…
WebExtension7.2From $29 a month - 6
Leverage
Leverage is cloud-hosted client intake and management software for attorneys.
Free planWebAPI7.2$24 one-time - 7
Onvoy
Onvoy is a web-based client-onboarding service for freelancers and small agencies.
Free planWebAPI7.2From $29 a month - 8
Law Ruler
Law Ruler is a legal CRM with client intake, marketing automation, and analytics tools for law firms.
AndroidiOSWebAPI7.1 - 9
MyDocSafe
MyDocSafe combines client portals, electronic signatures, and workflow automation for businesses and individuals.
AndroidiOSWeb7.1From $25 a month - 10
IntakeQ
IntakeQ provides healthcare practices with online intake forms and tools for bringing patients onboard.
AndroidiOSWebAPI6.9From $49.90 a month - 11
Captorra Intake
Captorra Intake is a web-based case intake and lead conversion application for law firms, with API access for lead data.
WebAPI6.7From $200 a month - 12
ClientLoop
ClientLoop is a branded client portal for collecting documents, forms and information, with automatic follow-ups and a team dashboard.
Free planWebAPI6.7From £35 a month - 13
Clustdoc
Clustdoc is an onboarding platform for organizing processes involving clients, partners, and staff.
AndroidiOSWebAPI6.7From $190 a month - 14
Synerdeck
Synerdeck is web-based client onboarding software for agencies, consultants, accountants, lawyers, and other service teams.
Free planWeb6.7From $22.99 a month - 15
Content Snare
Content Snare is a client portal for collecting documents and information and handling client onboarding.
WebAPI6.6From $42 a month - 16
FlowyForm
FlowyForm is a web-based builder for forms and surveys used to collect information for tasks such as lead generation, registrations, quizzes, and client intake.
Free planWeb6.5From $29 a month - 17
Lawmatics
Lawmatics is a legal CRM and client growth platform for law firms, combining intake, relationship management, and marketing tools.
AndroidiOSWebAPI6.5 - 18
ClientEnforce
ClientEnforce organizes client intake from a signed agreement through to kickoff-ready status using a structured onboarding workflow.
Free planWeb6.3From £29 a month - 19
6.3From $228 a year - 20
Paperbell
Paperbell is a web platform for coaches and consultants to sell and manage online services.
Web6.3From $970 a year - 21
Gatherly
Gatherly is a web platform for professional-services firms collecting client intake details and documents.
Web6.2From $29 a month - 22
ClearClient
ClearClient organizes client intake, documents, onboarding, and related tasks in one web system.
Web6.1From $19 a month - 23
Moxo
Moxo is an AI-native platform for orchestrating business processes, with workflows that handle branches, exceptions and escalations while keeping people involved.
AndroidiOSWebAPI6.1 - 24
Dispatch
Dispatch is a data orchestration platform for wealth firms, linking their technology systems with workflows tied to revenue.
WebAPI5.9 - 25
SentryFirm
Web5.9From $250 a month - 26
Clio Grow
Clio Grow provides client intake, customer relationship management, and client acquisition tools for law firms.
Web5.5