Intake
Intake: Adaptive client intake with AI follow-ups, document parsing and link or embed sharing. Ranked #56 of 59 in Conversational Form Software by our editors (3.5/10); pricing: Free plan; best for service teams collecting adaptive client intake.
At a glance
- Editor score3.5 / 10
- PricingFree plan
- Best forService teams collecting adaptive client intake
- Free planYes
- Paid from$29/mo
- Branching logicYes
- Facts checked13 Oct 2026
Where it wins
- AI follow-ups skip irrelevant sections and clarify vague responses.
- Document parsing and URL analysis add context to client intake.
- Share by link or embed, then review structured results or export a ZIP.
Where it doesn't
- Free plan is limited to one intake session.
- No native third-party integrations are listed.
- Paid plans are priced by completed intake volume, not seats or forms.
Our verdict on Intake
Intake is a web-based conversational intake platform for professionals and businesses gathering detailed information from clients. Teams describe what they need, then use the Template Designer to create a chat-based intake that can ask follow-up questions and skip irrelevant sections. Clients can respond through a link or an embedded chat without creating an account. It is aimed at service teams that need adaptable client intake rather than a fixed questionnaire.
The standout feature is the AI-led adaptation of the conversation. Intake can follow up on vague answers, parse uploaded documents, and analyze URLs shared by respondents. Brand theming includes colors, a logo, and agent tone, while progress tracking helps show where a respondent is in the intake. Completed responses are returned as structured results for review or ZIP export. This combination suits workflows where client context arrives in different formats; teams needing conventional form integrations should weigh the lack of native third-party integrations.
According to the vendor's pricing page, Free costs $0 per month and includes a conversational agent, auto brand theming, ZIP export, and email support, but is limited to one intake session. Starter is $29 per month and adds file uploads and parsing, URL analysis, and removal of Intake branding. Professional is $79 per month and adds a custom agent persona and voice; Business is $199 per month, with the listed highlights matching Professional. Paid plans are priced by completed intake volume rather than seats or forms. Choose Intake when adaptive, document-aware intake is central to client work; teams that depend on connected third-party tools or need more than the free session allowance should consider that fit carefully.
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Intake pricing
All 4 Intake plans and prices →
Intake fact sheet
| Free plan | Yes |
|---|---|
| Paid from | $29/mo |
| Branching logic | Yes |
| Response limit | 1 |
| Custom branding | Yes |
| Logic capabilities | Conditional |
| Embed options | Not verified |
| Native integrations | 0 |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | GDPR |
| Support | Email, Live chat |
| Built for | Solo, Small business, Mid-market (editorial estimate) |
| Pricing | Free plan (source) |
| Website | intake.contact |
| Facts checked | 13 Oct 2026 |
Alternatives to Intake
- FilloutA flexible form builder with branching, payments, uploads, and approvals.9.3
- TypeformA flexible form builder with branching, quizzes, embeds, and analytics—at a higher paid entry price.9.2
- TallyA capable free form builder, with branding controls and team features on paid plans.8.8
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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