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Head-to-head · Client Intake Software

FormsHQ vs ClientLoop

  • Updated Oct 2026
  • Both researched from official sources
  • 6 checks side by side
Higher score FormsHQ #7 in Client Intake Software 8.6/10 Free plan Free plan✓ 5 of 5 features Visit FormsHQ
ClientLoop #8 in Client Intake Software 8.5/10 Free plan Free plan✓ 4 of 5 features Visit ClientLoop

FormsHQ leads on 0 checks, ClientLoop on 0, and 6 are even. Who comes out ahead on the 6 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreFormsHQ · 8.6/10
  • Free planboth
  • Most featuresFormsHQ · 5 of 5

FormsHQ scores higher on our rubric for client intake software: 8.6 against 8.5 out of 10; our editors rank them #7 and #8.

On workflow automation, FormsHQ gives you Conditional where ClientLoop offers Template.

FormsHQ is the better fit for workflow-heavy teams using AI-assisted forms. ClientLoop is the better fit for budget-conscious teams needing client portals.

  • FormsHQ fits best

    Workflow-heavy teams using AI-assisted forms

  • ClientLoop fits best

    Budget-conscious teams needing client portals

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Side by side

Feature FormsHQ 8.6/10 Visit ↗ ClientLoop 8.5/10 Visit ↗
At a glance
Editor score 8.6 8.5
Ranking #7 in Client Intake Software #8 in Client Intake Software
Best for Workflow-heavy teams using AI-assisted forms Budget-conscious teams needing client portals
Pricing model Free plan + paid Free plan + paid
Starting price $29/mo £19/mo
Free plan ✓ ✓
Free trial — —
Deployment Cloud Cloud, Browser extension
Platforms Web Web
Support Email, Phone Email, Live chat, Docs
Integrations 6 integrations 6,000+ integrations
Built for Small business, Mid-market Solo, Small business, Mid-market
Features FormsHQ 5/5 · ClientLoop 4/5
Client portal ✓ ✓
E-signatures ✓ ✓
Document uploads ✓ ✓
Payment collection ✓ (best) Not checked yet
Custom branding ✓ ✓
Specs
Workflow automation Conditional Template
Our review
Pros
  • AI-assisted form design from plain-language briefs
  • Approval routing, document generation, payments, and signature gates
  • CRM, spreadsheet, email, calendar, and automation handoffs
  • Free plan includes unlimited document and form requests
  • Pro adds templates, reminders, API access and automation integrations
  • Secure magic-link access, signatures, approvals and branded portals
Cons
  • Web-only access limits platform flexibility
  • The free plan allows one published form and includes FormsHQ branding
  • Advanced workflow features require higher paid tiers
  • Free plan is limited to 5 clients and 1 team member
  • Advanced roles, audit logs and priority support require Enterprise
  • Better suited to client intake than end-to-end billing workflows
Our verdict

FormsHQ is a web-based form workflow product for service businesses and operational teams. It combines branded intake forms with conditional pages, submission qualification, reviewer assignment, approval routing, document generation,…

Read the review →

ClientLoop is a web-based client portal for service businesses that collect documents, form responses and approvals. It fits accountants, legal firms, agencies, recruiters, mortgage brokers, advisers and other client-heavy teams. Clients…

Read the review →
  1. FormsHQClient Intake Software 8.6Free plan
  2. ClientLoopClient Intake Software 8.5Free plan

Strengths and trade-offs

  • FormsHQ — where it wins

    • AI-assisted form design from plain-language briefs
    • Approval routing, document generation, payments, and signature gates
    • CRM, spreadsheet, email, calendar, and automation handoffs

    Where it doesn't

    • Web-only access limits platform flexibility
    • The free plan allows one published form and includes FormsHQ branding
    • Advanced workflow features require higher paid tiers

  • ClientLoop — where it wins

    • Free plan includes unlimited document and form requests
    • Pro adds templates, reminders, API access and automation integrations
    • Secure magic-link access, signatures, approvals and branded portals

    Where it doesn't

    • Free plan is limited to 5 clients and 1 team member
    • Advanced roles, audit logs and priority support require Enterprise
    • Better suited to client intake than end-to-end billing workflows

More comparisons

All client intake software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update