17.9
Intake collects client forms, signed PDFs, documents, and payments through a single request link.
Free planAndroidiOSWeb
Best Client Intake Software in 2026
From gathering client details to collecting documents, signatures, or payments, intake software can support the steps involved in onboarding. Compared on client portals, custom branding, document uploads, and e-signatures, these entries also include workflow automation and payment collection as comparison points. Intake, ClientLoop, and FormsHQ are among the options shown. Consider which parts of your process you…
27.7
PlatoForms converts existing PDFs into online forms and returns completed PDFs in the original format after submission.
Free planAndroidWebAPI
37.5
CaseDesk combines lead capture, routing, follow-up workflows, and pipeline analytics for law firms.
AndroidiOSWeb
- 4
FormsHQ
FormsHQ turns forms into workflows for collecting information, qualifying leads, routing submissions, managing payments and signatures, and sending data to other tools.
Free planWeb7.3From $29 a month - 5
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 - 6
GatherMonk
GatherMonk collects documents, forms, files, information, and signatures from people outside an organization through structured requests, reminders,…
WebExtension7.2From $29 a month - 7
Leverage
Leverage is cloud-hosted client intake and management software for attorneys.
Free planWebAPI7.2$24 one-time - 8
Onvoy
Onvoy is a web-based client-onboarding service for freelancers and small agencies.
Free planWebAPI7.2From $29 a month - 9
Law Ruler
Law Ruler is a legal CRM with client intake, marketing automation, and analytics tools for law firms.
AndroidiOSWebAPI7.1 - 10
MyDocSafe
MyDocSafe combines client portals, electronic signatures, and workflow automation for businesses and individuals.
AndroidiOSWeb7.1From $25 a month - 11
IntakeQ
IntakeQ provides healthcare practices with online intake forms and tools for bringing patients onboard.
AndroidiOSWebAPI6.9From $49.90 a month - 12
Moxo
Moxo is an AI-native platform for orchestrating business processes, with workflows that handle branches, exceptions and escalations while keeping people involved.
AndroidiOSWebAPI6.8From $5,000 a year - 13
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 - 14
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 - 15
Clustdoc
Clustdoc is an onboarding platform for organizing processes involving clients, partners, and staff.
AndroidiOSWebAPI6.7From $190 a month - 16
Synerdeck
Synerdeck is web-based client onboarding software for agencies, consultants, accountants, lawyers, and other service teams.
Free planWeb6.7From $22.99 a month - 17
Content Snare
Content Snare is a client portal for collecting documents and information and handling client onboarding.
WebAPI6.6From $42 a month - 18
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 - 19
Lawmatics
Lawmatics is a legal CRM and client growth platform for law firms, combining intake, relationship management, and marketing tools.
AndroidiOSWebAPI6.5 - 20
ClientEnforce
ClientEnforce organizes client intake from a signed agreement through to kickoff-ready status using a structured onboarding workflow.
Web6.3From £29 a month - 21
6.3From $29 a month - 22
Paperbell
Paperbell is a web platform for coaches and consultants to sell and manage online services.
Web6.3From $970 a year - 23
Gatherly
Gatherly is a web platform for professional-services firms collecting client intake details and documents.
Web6.2From $29 a month - 24
ClearClient
ClearClient organizes client intake, documents, onboarding, and related tasks in one web system.
Web6.1From $19 a month - 25
Dispatch
Dispatch is a data orchestration platform for wealth firms, linking their technology systems with workflows tied to revenue.
WebAPI5.9