Intake vs Onvoy

Intake9.2Visit Onvoy8.9Visit

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

vs

Onvoy #4 in Client Intake Software 8.9/10 Free plan Free plan✓ 5 of 5 features Visit Onvoy

• Intake fits best

  AI-enabled intake at a low monthly price

• Onvoy fits best

  Small teams wanting free intake with payments

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Side by side

Feature	Intake 9.2/10 Visit ↗	Onvoy 8.9/10 Visit ↗
At a glance
Editor score	9.2	8.9
Ranking	#2 in Client Intake Software	#4 in Client Intake Software
Best for	AI-enabled intake at a low monthly price	Small teams wanting free intake with payments
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
Integrations	6 integrations	5 integrations
Built for	Solo, Small business, Enterprise	Solo, Small business
Features Intake 5/5 · Onvoy 5/5
Client portal	✓	✓
E-signatures	✓	✓
Document uploads	✓	✓
Payment collection	✓	✓
Custom branding	✓	✓
Specs
Workflow automation	Conditional	Template
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	Free plan includes forms, uploads, templates, and email reminders Starter adds e-signatures, Stripe payments, branding, and AI templates Client portals, progress tracking, analytics, and agent connectors are included
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	Workflow automation is template-based rather than fully configurable The service is available on the web only SMS reminders are listed as coming soon on the Pro plan
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 →	Onvoy is client onboarding software for freelancers, consultants, agencies, and other service businesses. It brings intake forms, structured answers, file uploads, document signing, Stripe payment collection, reminders, progress tracking,… 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

• Onvoy — where it wins

  • Free plan includes forms, uploads, templates, and email reminders
  • Starter adds e-signatures, Stripe payments, branding, and AI templates
  • Client portals, progress tracking, analytics, and agent connectors are included

  Where it doesn't

  • Workflow automation is template-based rather than fully configurable
  • The service is available on the web only
  • SMS reminders are listed as coming soon on the Pro plan

• Intake9.2/10 · Free plan

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

  Visit IntakeFull verdict →
• Onvoy8.9/10 · Free plan

  A free-first client intake tool that adds payments, signing, portals, and analytics as plans grow.

  Visit OnvoyFull verdict →