Intake review
Adaptive client intake with AI follow-ups, document parsing and link or embed sharing.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Intake pros and cons
- 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.
Intake fact sheet, pricing and score →
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