Intake vs IntakeQ

Intake9.2Visit IntakeQ8.8Visit

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

vs

IntakeQ #5 in Client Intake Software 8.8/10 14-day trial Free trial✓ 5 of 5 features Visit IntakeQ

• Intake fits best

  AI-enabled intake at a low monthly price

• IntakeQ fits best

  Established practices needing structured intake

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Side by side

Feature	Intake 9.2/10 Visit ↗	IntakeQ 8.8/10 Visit ↗
At a glance
Editor score	9.2	8.8
Ranking	#2 in Client Intake Software	#5 in Client Intake Software
Best for	AI-enabled intake at a low monthly price	Established practices needing structured intake
Pricing model	Free plan + paid	Paid
Starting price	$190/yr	$29.90/mo
Free plan	✓ (best)	—
Free trial	—	14 days
Deployment	Cloud	Cloud
Platforms	Web	Web
Support	Email, Docs	Phone, Docs
Integrations	6 integrations	1,500+ integrations
Built for	Solo, Small business, Enterprise	Solo, Small business, Mid-market
Features Intake 5/5 · IntakeQ 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	Conditional forms, e-signatures, attachments, and secure document sharing Client portal, messaging, scheduling, payments, invoicing, and telehealth REST API, webhooks, and integrations with Dropbox, Zapier, and practice systems
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	No free plan; the trial lasts 14 days The lowest plan is limited to forms and low-volume use Regular-plan pricing differs across published plan pages
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 →	IntakeQ is cloud-based client intake and practice-management software for clinicians, allied health practitioners, and healthcare practices. Its core workflow covers customizable online forms, conditional logic, electronic signatures, file… 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

• IntakeQ — where it wins

  • Conditional forms, e-signatures, attachments, and secure document sharing
  • Client portal, messaging, scheduling, payments, invoicing, and telehealth
  • REST API, webhooks, and integrations with Dropbox, Zapier, and practice systems

  Where it doesn't

  • No free plan; the trial lasts 14 days
  • The lowest plan is limited to forms and low-volume use
  • Regular-plan pricing differs across published plan pages

• Intake9.2/10 · Free plan

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

  Visit IntakeFull verdict →
• IntakeQ8.8/10 · 14-day trial

  A broad intake and practice-management suite for established healthcare practices.

  Visit IntakeQFull verdict →