Intake vs FormsHQ

Intake9.2Visit FFormsHQ8.6Visit

Higher score Intake #2 in Client Intake Software 9.2/10 Free plan Free plan✓ 5 of 5 features Visit Intake

vs

F FormsHQ #7 in Client Intake Software 8.6/10 Free plan Free plan✓ 5 of 5 features Visit FormsHQ

• Intake fits best

  AI-enabled intake at a low monthly price

• FormsHQ fits best

  Workflow-heavy teams using AI-assisted forms

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Side by side

Feature	Intake 9.2/10 Visit ↗	FFormsHQ 8.6/10 Visit ↗
At a glance
Editor score	9.2	8.6
Ranking	#2 in Client Intake Software	#7 in Client Intake Software
Best for	AI-enabled intake at a low monthly price	Workflow-heavy teams using AI-assisted forms
Pricing model	Free plan + paid	Free plan + paid
Starting price	$190/yr	$29/mo
Free plan	✓	✓
Free trial	—	—
Deployment	Cloud	Cloud
Platforms	Web	Web
Support	Email, Docs	Email, Phone
Integrations	6 integrations	6 integrations
Built for	Solo, Small business, Enterprise	Small business, Mid-market
Features Intake 5/5 · FormsHQ 5/5
Client portal	✓	✓
E-signatures	✓	✓
Document uploads	✓	✓
Payment collection	✓	✓
Custom branding	✓	✓
Specs
Workflow automation	Conditional	Conditional
Our review
Pros	Free plan includes forms, e-signatures, AI classification, and payments Conditional forms, document tracking, and a branded client portal REST API, webhooks, MCP, Zapier, Make.com, and CRM connections	AI-assisted form design from plain-language briefs Approval routing, document generation, payments, and signature gates CRM, spreadsheet, email, calendar, and automation handoffs
Cons	Payment collection adds a 1% platform fee plus Stripe processing fees Team features require the $49/month Team plan The Free plan includes Intake branding on the portal and emails	Web-only access limits platform flexibility The free plan allows one published form and includes FormsHQ branding Advanced workflow features require higher paid tiers
Our verdict	Intake is a client-intake and document-collection platform for businesses and professionals that need to gather information, files, signatures, and payments in a shared workflow. Its drag-and-drop form builder supports conditional fields,… Read the review →	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 →

Strengths and trade-offs

• Intake — where it wins

  • Free plan includes forms, e-signatures, AI classification, and payments
  • Conditional forms, document tracking, and a branded client portal
  • REST API, webhooks, MCP, Zapier, Make.com, and CRM connections

  Where it doesn't

  • Payment collection adds a 1% platform fee plus Stripe processing fees
  • Team features require the $49/month Team plan
  • The Free plan includes Intake branding on the portal and emails

• 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

• Intake9.2/10 · Free plan

  A low-cost intake platform with AI classification, payments, signatures, and automation access.

  Visit IntakeFull verdict →
• FFormsHQ8.6/10 · Free plan

  A web-based intake platform for teams that need forms tied to approval and document workflows.

  Visit FormsHQFull verdict →