Intake
7.9#1 in client intake softwareFrom $19 a monthFree planAndroidiOSWebAPI
VisitIntake vs SentryFirm
SentryFirm
5.9#26 in client intake softwareFrom $250 a monthWeb
VisitWhat both publish
| Fact | Intake | SentryFirm |
|---|---|---|
| Client access | Clients use a link without creating an account, and the portal supports mobile uploads and camera capture. | Clients do not need an account to submit intake information or upload documents. |
| Purpose | Intake collects client forms, signed PDFs, documents, and payments through a single request link. | SentryFirm provides secure client intake and document collection for small law firms. |
| 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 describes authenticated staff access, private file storage, server-side validation, secure download links, and audit logs for key actions. |
Intake plans
- FreeFree
- Professional$19 a month
- Team$49 a month
- EnterprisePriced on request
SentryFirm plans
- Guided Setup$250 a month
- Workflow Plus$400 a month
- Tailored SentryFirm Portal$650 a month
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 SentryFirm if…
You want what its maker publishes above — check its page for the details.