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Intake

Freemium#2 of 27 in Client Intake Software

Intake: A low-cost intake platform with AI classification, payments, signatures, and automation access. Ranked #2 of 27 in Client Intake Software by our editors (9.2/10); pricing: Free plan; best for AI-enabled intake at a low monthly price.

9.2/10Editor score

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Intake9.2 Visit Intake

At a glance

Editor score
9.2 / 10
Pricing
Free plan
Best for
AI-enabled intake at a low monthly price
Free plan
Yes
Paid from
$190/yr
Client portal
Yes
Facts checked
20 Sep 2026

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

Our verdict on Intake

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, while fillable PDFs, e-signature fields, upload checklists, progress tracking, public intake links, and a client portal cover the main stages of an intake process. AI document classification and automated email reminders add automation without moving the workflow outside the platform.

Pricing is accessible for smaller practices and teams. The Free plan includes forms, fillable PDFs, e-signatures, AI document classification, automated reminders, Stripe payments, public intake links, and branding with the Intake logo. Professional costs $19 per month or $190 per year and adds unlimited clients, requests, and deals, custom brand colors, deal and multi-party management, plus REST API, webhooks, and MCP server access. Team costs $49 per month or $490 per year and adds team logins, admin and member roles, action attribution, request and deal assignment, and per-person API keys and MCP access. Payment collection carries a 1% platform fee in addition to Stripe processing fees.

The platform fits organizations that want client-facing intake connected to broader automation. Its integration options include Stripe, Make.com, Zapier, CRM systems, Claude, and GPT, while API, webhook, and MCP support provide additional paths for custom workflows. Branded portals and emails suit businesses that want a client-ready experience, although the Free plan retains Intake branding. Choose Intake when a low monthly price, AI-assisted document handling, and combined intake operations matter most. Teams needing role-based collaboration should consider Team, while organizations evaluating costs should account for the payment fee alongside Stripe charges.

Your product? Our editors can test Intake in depth and publish a review, labelled as paid · from $149/mo →

Intake pricing

Plans Free planFreemium A usable free plan; paid tiers unlock the limits above. Prices checked 20 Sep 2026.

See plans on dointake.com

All 3 Intake plans and prices →

Intake fact sheet

Free plan	Yes
Paid from	$190/yr
Client portal	Yes
E-signatures	Yes
Document uploads	Yes
Workflow automation	Conditional
Payment collection	Yes
Custom branding	Yes
Deployment	Cloud
Platforms	Web
Support	Email, Docs
Built for	Solo, Small business, Enterprise (editorial estimate)
Integrations	6 integrations: Stripe, Make.com, Zapier, CRM systems, Claude, GPT
Pricing	Free plan (source)
Website	dointake.com
Facts checked	20 Sep 2026

Intake integrations

Intake lists 6 integrations on its own site.

Stripe
Make.com
Zapier
CRM systems
Claude
GPT

Alternatives to Intake

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Intake vs the competition

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The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used Intake for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.

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Featured on iTechGuides

Intake is listed in our Client Intake Software directory. Add the badge to your site — it links back to this page.

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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

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Last updated 7 Oct 2026 · How we research and update