Intake vs LaunchBay

Intake9.2Visit LaunchBay9.0Visit

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

vs

LaunchBay #3 in Client Intake Software 9.0/10 Paid ✓ 5 of 5 features Visit LaunchBay

• Intake fits best

  AI-enabled intake at a low monthly price

• LaunchBay fits best

  Client-service teams needing intake-to-project workflows

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Side by side

Feature	Intake 9.2/10 Visit ↗	LaunchBay 9.0/10 Visit ↗
At a glance
Editor score	9.2	9.0
Ranking	#2 in Client Intake Software	#3 in Client Intake Software
Best for	AI-enabled intake at a low monthly price	Client-service teams needing intake-to-project workflows
Pricing model	Free plan + paid	Paid
Starting price	$190/yr	$19/user/mo
Free plan	✓ (best)	—
Free trial	—	—
Deployment	Cloud	Cloud
Platforms	Web	Web
Support	Email, Docs	Email, Live chat, Phone, Docs
Integrations	6 integrations	11 integrations
Built for	Solo, Small business, Enterprise	Solo, Small business, Mid-market
Features Intake 5/5 · LaunchBay 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, documents, signatures, tasks, and payments in one workspace Branded and white-labeled portals support client-facing workflows Automations and integrations connect intake with delivery tools
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	There is no free plan for evaluating the platform Plan features differ between monthly and annual pricing displays Advanced branding and account support require higher-priced 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 →	LaunchBay is a web-based client onboarding and implementation platform for agencies, consultants, professional services firms, and software teams. It connects branded client portals with conditional intake forms, file and document… 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

• LaunchBay — where it wins

  • Conditional forms, documents, signatures, tasks, and payments in one workspace
  • Branded and white-labeled portals support client-facing workflows
  • Automations and integrations connect intake with delivery tools

  Where it doesn't

  • There is no free plan for evaluating the platform
  • Plan features differ between monthly and annual pricing displays
  • Advanced branding and account support require higher-priced tiers

• Intake9.2/10 · Free plan

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

  Visit IntakeFull verdict →
• LaunchBay9.0/10 · Paid

  A paid web platform for turning client intake into structured project workflows.

  Visit LaunchBayFull verdict →