FormsHQ
7.3#4 in client intake softwareFrom $29 a monthFree planWeb
VisitFormsHQ suits teams that need structured intake, submission review, document generation, or payment and signature steps. Its described use cases include legal and health intake, HR onboarding, loan prequalification, and bookings.
Leverage suits law firms managing client intake and large groups of matters, including class actions, mass actions, and arbitration swarms. Its client portal and intake tools may suit firms seeking centralized communications and document exchange.