Intake
7.9#1 in client intake softwareFrom $19 a monthFree planAndroidiOSWebAPI
VisitIntake vs Leverage
What both publish
| Fact | Intake | Leverage |
|---|---|---|
| Payments | Stripe-connected requests can collect retainers, deposits or fees; Intake charges a 1% platform fee per successful payment. | Stripe integration can collect retainers or cost deposits. |
| Security | The site says data is encrypted in transit and at rest using 256-bit encryption; its privacy policy also lists TLS/SSL encryption, access controls, authentication, and regular security assessments. | The product site describes secure client portals and document exchange; the maker’s privacy policy says it does not guarantee that its security precautions will protect website information. |
Intake plans
- FreeFree
- Professional$19 a month
- Team$49 a month
- EnterprisePriced on request
Leverage plans
- Free PlanFree
- Professional Plan$24, paid once
- Enterprise PlanPriced on request
Pick Intake if…
It is intended for businesses collecting client information, including tax and accounting, mortgage and lending, real estate, immigration, and bookkeeping workflows. It suits teams that want clients to submit forms and documents through a link without creating an account.
Pick Leverage if…
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.