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Head-to-head · Client Intake Software

IntakeQ vs FormsHQ

  • Updated Oct 2026
  • Both researched from official sources
  • 7 checks side by side
Higher score IntakeQ #5 in Client Intake Software 8.8/10 14-day trial Free trial✓ 5 of 5 features Visit IntakeQ
FormsHQ #7 in Client Intake Software 8.6/10 Free plan Free plan✓ 5 of 5 features Visit FormsHQ

IntakeQ leads on 0 checks, FormsHQ on 2, and 5 are even. Who comes out ahead on the 7 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreIntakeQ · 8.8/10
  • Lowest starting priceFormsHQ · $29/mo
  • Free planonly FormsHQ
  • Free trialonly IntakeQ

IntakeQ scores higher on our rubric for client intake software: 8.8 against 8.6 out of 10; our editors rank them #5 and #7.

FormsHQ offers free plan; IntakeQ doesn't. FormsHQ is cheaper to start at $29/mo against $29.90/mo.

IntakeQ is the better fit for established practices needing structured intake. FormsHQ is the better fit for workflow-heavy teams using AI-assisted forms.

  • IntakeQ fits best

    Established practices needing structured intake

  • FormsHQ fits best

    Workflow-heavy teams using AI-assisted forms

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 IntakeQ 8.8/10 Visit ↗ FormsHQ 8.6/10 Visit ↗
At a glance
Editor score 8.8 8.6
Ranking #5 in Client Intake Software #7 in Client Intake Software
Best for Established practices needing structured intake Workflow-heavy teams using AI-assisted forms
Pricing model Paid Free plan + paid
Starting price $29.90/mo $29/mo (best)
Free plan — ✓ (best)
Free trial 14 days —
Deployment Cloud Cloud
Platforms Web Web
Support Phone, Docs Email, Phone
Integrations 1,500+ integrations 6 integrations
Built for Solo, Small business, Mid-market Small business, Mid-market
Features IntakeQ 5/5 · FormsHQ 5/5
Client portal ✓ ✓
E-signatures ✓ ✓
Document uploads ✓ ✓
Payment collection ✓ ✓
Custom branding ✓ ✓
Specs
Workflow automation Conditional Conditional
Our review
Pros
  • 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
  • AI-assisted form design from plain-language briefs
  • Approval routing, document generation, payments, and signature gates
  • CRM, spreadsheet, email, calendar, and automation handoffs
Cons
  • 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
  • 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

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 →

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 →
  1. IntakeQClient Intake Software 8.814-day trial
  2. FormsHQClient Intake Software 8.6Free plan

Strengths and trade-offs

  • 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
  • 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
  • IntakeQ8.8/10 · 14-day trial

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

    Visit IntakeQFull verdict →
  • FormsHQ8.6/10 · Free plan

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

    Visit FormsHQFull verdict →

More comparisons

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update