Best Client Intake Software in 2026

For collecting client details and materials, intake software can bring steps such as forms, document handling, signatures and payments into a workflow. The ranking begins with Intake, followed by Portico and Onvoy. Compare client portals and custom branding alongside document uploads and e-signatures to see which client-facing elements are covered. Workflow automation is another point to weigh if you want software to handle repeated steps, and payment collection may suit processes that take payments during onboarding. Check for a free plan and compare paid-from prices as you assess the options. The listed criteria offer a way to focus on the parts of intake your business needs to manage.