IntakeQ
IntakeQ: A broad intake and practice-management suite for established healthcare practices. Ranked #5 of 27 in Client Intake Software by our editors (8.8/10); pricing: 14-day trial; best for established practices needing structured intake.
At a glance
- Editor score8.8 / 10
- Pricing14-day trial
- Best forEstablished practices needing structured intake
- Free planNo
- Paid from$29.90/mo
- Client portalYes
- Founded2014
- Facts checked20 Sep 2026
Where it wins
- Conditional forms, e-signatures, attachments, and secure document sharing
- Client portal, messaging, scheduling, payments, invoicing, and telehealth
- REST API, webhooks, and integrations with Dropbox, Zapier, and practice systems
Where it doesn't
- No free plan; the trial lasts 14 days
- The lowest plan is limited to forms and low-volume use
- Regular-plan pricing differs across published plan pages
Our verdict on IntakeQ
IntakeQ is cloud-based client intake and practice-management software for clinicians, allied health practitioners, and healthcare practices. Its core workflow covers customizable online forms, conditional logic, electronic signatures, file attachments, secure document sharing, client communication, and portal access. Forms can be sent by email or SMS and completed on any device. Practices that need more than intake can add appointment scheduling, reminders, payments, invoicing, telehealth, and booking tools through Practice Management plans.
Pricing is organized around Forms Only and Practice Management plans. Forms Only low volume costs $29.90 per month and includes unlimited form templates, branded custom forms, attachments, client and provider e-signatures, secure document sharing, and a HIPAA BAA. Forms Only costs $49.90 per month and adds treatment notes. Practice Management low volume costs $54.90 per month and adds appointment management, a booking widget, automated intake, a secure client portal, payments and invoices, and telehealth. The published plans include a 14-day free trial, while the full Practice Management plan adds complete appointment management alongside the same listed capabilities.
The product’s main strength is breadth: conditional forms and adaptive workflows sit alongside signatures, document handling, messaging, scheduling, reminders, payments, invoicing, and telehealth. Its REST API and webhooks support custom connections, while integrations include Dropbox, Google Drive, Zapier, RevolutionEHR, Elation Health, and SRFax. That scope suits established practices that want intake and operational workflows in one web-based system. A smaller practice seeking only simple forms may find the broader Practice Management feature set unnecessary, while organizations requiring a free plan should look elsewhere.
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IntakeQ pricing
All 4 IntakeQ plans and prices →
IntakeQ fact sheet
| Free plan | No |
|---|---|
| Paid from | $29.90/mo |
| Client portal | Yes |
| E-signatures | Yes |
| Document uploads | Yes |
| Workflow automation | Conditional |
| Payment collection | Yes |
| Custom branding | Yes |
| Free trial | 14 days · no card needed |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | HIPAA, GDPR, 2FA |
| Support | Phone, Docs |
| Built for | Solo, Small business, Mid-market (editorial estimate) |
| Integrations | 1,500+ integrations: Dropbox, Google Drive, Zapier, RevolutionEHR, Elation Health, SRFax See all → |
| Pricing | 14-day trial (source) |
| Website | intakeq.com |
| Facts checked | 20 Sep 2026 |
IntakeQ integrations
IntakeQ lists 1,500+ integrations on its own site — the 6 named here are the ones its pages call out.
- Dropbox
- Google Drive
- Zapier
- RevolutionEHR
- Elation Health
- SRFax
See all IntakeQ integrations →
Alternatives to IntakeQ
- PorticoA broad client intake workflow with a free plan and paid automation tiers.9.4
- IntakeA low-cost intake platform with AI classification, payments, signatures, and automation access.9.2
- LaunchBayA paid web platform for turning client intake into structured project workflows.9.0
See all IntakeQ alternatives →
IntakeQ vs the competition
- IntakeQ vs Portico
- IntakeQ vs Intake
- IntakeQ vs LaunchBay
- IntakeQ vs Onvoy
- IntakeQ vs PlatoForms
- IntakeQ vs FormsHQ
Compare IntakeQ with any tool side by side →
Also Ranked In
IntakeQ is ranked in 2 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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