Intake comparisons
Intake is compared head-to-head with Portico, LaunchBay and Onvoy and more: 7 head-to-heads in Client Intake Software, each with the specs and prices we checked.
Intake head-to-head
- Intake vs Portico
- Intake vs LaunchBay
- Intake vs Onvoy
- Intake vs IntakeQ
- Intake vs PlatoForms
- Intake vs FormsHQ
- Intake vs ClientLoop
Intake vs each of them
| # | Tool | Free plan | Paid from | Client portal | E-signatures | Document uploads | Workflow automation | Score |
|---|---|---|---|---|---|---|---|---|
| 2 | Intake | Yes | $190/yr | Yes | Yes | Yes | Conditional | 9.2 |
| 1 | Portico | Yes | $29/mo | Yes | Yes | Yes | Conditional | 9.4 |
| 3 | LaunchBay | No | $19/user/mo | Yes | Yes | Yes | Conditional | 9.0 |
| 4 | Onvoy | Yes | $29/mo | Yes | Yes | Yes | Template | 8.9 |
| 5 | IntakeQ | No | $29.90/mo | Yes | Yes | Yes | Conditional | 8.8 |
| 6 | PlatoForms | Yes | $120/yr | Yes | Yes | Conditional | 8.7 | |
| 7 | FormsHQ | Yes | $29/mo | Yes | Yes | Yes | Conditional | 8.6 |
| 8 | ClientLoop | Yes | £19/mo | Yes | Yes | Yes | Template | 8.5 |
Compare Intake with any client intake software
These are the matchups our editors wrote up. The compare tool pairs Intake with any other product in Client Intake Software — and up to four at once — from the same checked specs.
Compare Intake with any tool side by side →
Every client intake software head-to-head →
Our full Intake verdict, pricing and fact sheet →
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Compared by iTechGuides Editors · Editorial team · Updated Oct 2026
Last updated · How we research and update