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Head-to-head · Client Intake Software

Onvoy vs ClientLoop

  • Updated Oct 2026
  • Both researched from official sources
  • 6 checks side by side
Higher score Onvoy #4 in Client Intake Software 8.9/10 Free plan Free plan✓ 5 of 5 features Visit Onvoy
ClientLoop #8 in Client Intake Software 8.5/10 Free plan Free plan✓ 4 of 5 features Visit ClientLoop

Onvoy leads on 0 checks, ClientLoop on 0, and 6 are even. Who comes out ahead on the 6 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreOnvoy · 8.9/10
  • Free planboth
  • Most featuresOnvoy · 5 of 5

Onvoy scores higher on our rubric for client intake software: 8.9 against 8.5 out of 10; our editors rank them #4 and #8.

Onvoy is the better fit for small teams wanting free intake with payments. ClientLoop is the better fit for budget-conscious teams needing client portals.

  • Onvoy fits best

    Small teams wanting free intake with payments

  • ClientLoop fits best

    Budget-conscious teams needing client portals

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 Onvoy 8.9/10 Visit ↗ ClientLoop 8.5/10 Visit ↗
At a glance
Editor score 8.9 8.5
Ranking #4 in Client Intake Software #8 in Client Intake Software
Best for Small teams wanting free intake with payments Budget-conscious teams needing client portals
Pricing model Free plan + paid Free plan + paid
Starting price $29/mo £19/mo
Free plan ✓ ✓
Free trial — —
Deployment Cloud Cloud, Browser extension
Platforms Web Web
Support Email Email, Live chat, Docs
Compliance GDPR GDPR, 2FA
Integrations 5 integrations 6,000+ integrations
Built for Solo, Small business Solo, Small business, Mid-market
Features Onvoy 5/5 · ClientLoop 4/5
Client portal ✓ ✓
E-signatures ✓ ✓
Document uploads ✓ ✓
Payment collection ✓ (best) Not checked yet
Custom branding ✓ ✓
Specs
Workflow automation Template Template
Our review
Pros
  • 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
  • Free plan includes unlimited document and form requests
  • Pro adds templates, reminders, API access and automation integrations
  • Secure magic-link access, signatures, approvals and branded portals
Cons
  • 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
  • Free plan is limited to 5 clients and 1 team member
  • Advanced roles, audit logs and priority support require Enterprise
  • Better suited to client intake than end-to-end billing workflows
Our verdict

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 →

ClientLoop is a web-based client portal for service businesses that collect documents, form responses and approvals. It fits accountants, legal firms, agencies, recruiters, mortgage brokers, advisers and other client-heavy teams. Clients…

Read the review →
  1. OnvoyClient Intake Software 8.9Free plan
  2. ClientLoopClient Intake Software 8.5Free plan

Strengths and trade-offs

  • 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

  • ClientLoop — where it wins

    • Free plan includes unlimited document and form requests
    • Pro adds templates, reminders, API access and automation integrations
    • Secure magic-link access, signatures, approvals and branded portals

    Where it doesn't

    • Free plan is limited to 5 clients and 1 team member
    • Advanced roles, audit logs and priority support require Enterprise
    • Better suited to client intake than end-to-end billing workflows
  • Onvoy8.9/10 · Free plan

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

    Visit OnvoyFull verdict →
  • ClientLoop8.5/10 · Free plan

    A low-cost portal for structured client intake, approvals and document collection.

    Visit ClientLoopFull verdict →

More comparisons

All client intake software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update