Intake
7.9#1 in client intake softwareFrom $19 a monthFree planAndroidiOSWebAPI
VisitIntake vs Paperbell
What both publish
| Fact | Intake | Paperbell |
|---|---|---|
| Payments | Stripe-connected requests can collect retainers, deposits or fees; Intake charges a 1% platform fee per successful payment. | Coaches can offer payment plans, pay-in-full discounts, setup fees, and packages combining group and one-to-one coaching. |
| Purpose | Intake collects client forms, signed PDFs, documents, and payments through a single request link. | Paperbell is an all-in-one platform for coaches and consultants to sell and manage their online services. |
| 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. | Paperbell says personal data is stored on secure servers and payment transactions are encrypted using SSL and third parties. |
Intake plans
- FreeFree
- Professional$19 a month
- Team$49 a month
- EnterprisePriced on request
Paperbell plans
- Monthly$97 a month
- Annual$970 a year
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 Paperbell if…
Paperbell suits coaches and consultants who want to bring service sales, scheduling, paperwork, and payment collection into a branded web presence. It may also fit those who sell digital downloads or offer a mix of group and individual coaching.