Intake

Plans and prices

Every plan, in full

On the record

AI classification

Intake says its AI identifies document types with more than 95% accuracy and flags uncertain cases for review.dointake.com · read 14 Oct 2026

AI data use

Uploaded document content is processed for classification and is not used to train AI models or shared with third parties, according to the privacy policy.dointake.com · read 14 Oct 2026

AI limitation

The terms warn that AI document classifications can be wrong and should be checked when accuracy matters.dointake.com · read 14 Oct 2026

API authentication

API keys are sent as Bearer tokens and support read, write and webhook scopes.dointake.com · read 14 Oct 2026

API coverage

Documentation covers clients, requests, checklist items, uploads, forms, PDFs, signatures, payments, deals, public pages, parties, activity and webhooks.dointake.com · read 14 Oct 2026

API rate limit

Each API key is limited to 120 requests per minute, with HTTP 429 responses and Retry-After headers when exceeded.dointake.com · read 14 Oct 2026

Branding

Customers can add their logo and brand colors to the portal and emails.dointake.com · read 14 Oct 2026

Client access

Clients use a link without creating an account, and the portal supports mobile uploads and camera capture.dointake.com · read 30 Sep 2026

Data retention

The privacy policy says account data is deleted within 30 days after account deletion, uploaded documents are permanently deleted, and backup copies may persist for up to 90 days.dointake.com · read 30 Sep 2026

Deal templates

Deal templates can save forms, PDFs, documents and payments for multi-party transactions.dointake.com · read 14 Oct 2026

Document preview

PDFs, images and signed documents can be previewed in the browser without downloading.dointake.com · read 14 Oct 2026

Form builder

The drag-and-drop builder supports text, email, phone, SSN and dropdown fields, validation and conditional fields.dointake.com · read 14 Oct 2026

Forms and signatures

Its form builder supports conditional fields and validation, and clients can complete and sign fillable PDFs in a browser.dointake.com · read 30 Sep 2026

G2 listing identity

The G2 page links its Intake product website to intake.io and says it has served customers since 2013.g2.com · read 14 Oct 2026

G2 review praise (different product listing)

The sole G2 reviewer for intake.io described its user interface as easy to use and maintenance as easy.g2.com · read 14 Oct 2026

GetApp platform listing

The GetApp page lists Join Intake as supporting web, Android and iPhone/iPad platforms.getapp.com · read 14 Oct 2026

GetApp product description

GetApp says Join Intake handles inbound calls, captures caller information, routes intent and supports live transfers.getapp.com · read 14 Oct 2026

GetApp support listing

GetApp lists email/help-desk, 24/7 live-representative and phone support for Join Intake.getapp.com · read 14 Oct 2026

Alternatives to Intake

P PlatoFormsAndroidWeb+1 M MyDocSafeAndroidiPhone & iPad+1 P PorticoWebAPI O OnvoyWebAPI F FormsHQWeb C ClientLoopWebAPI S SynerdeckWeb C CaseDeskAndroidiPhone & iPad+2

Every alternative, ranked