Best Client Intake Software in 2026
Updated
In short: Intake is ranked #1 of 27 as of 4 October 2026, ahead of IntakeQ and Portico. The best-ranked option with a free plan is Portico. The lowest first paid tier on this page is PlatoForms at $10/mo.
Bringing client onboarding steps together can make it easier to collect details, files, signatures, or payments. Compare client portals and custom branding with document uploads and e-signatures to understand the client-facing capabilities each option offers. Workflow automation may be useful when intake includes repeatable steps, and payment collection is another feature to weigh if payments are part of onboarding. Free-plan availability and paid-from pricing are included for comparison as well. Intake, Clustdoc, and Lawmatics are among the entries shown. Consider which stages of your intake process need support, then compare the listed capabilities and access options against those needs.
27 client intake software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
Recognised 40% · Phone app 26% · Documented 20% · Free plan 14% of the score
- 1 Intake iPhone + Android RecognisedPhone appDocumentedFree plan 9.7$19/mo Client portal: YesE-signatures: YesDocument uploads: Yes
- 2 IntakeQ iPhone + Android RecognisedPhone appDocumentedFree plan 8.6$49.90/mo Client portal: YesE-signatures: YesDocument uploads: Yes
- 3 Portico No phone app RecognisedPhone appDocumentedFree plan 8.3$29/mo Client portal: YesE-signatures: YesDocument uploads: Yes
- 4 Onvoy No phone app RecognisedPhone appDocumentedFree plan 8.0$29/mo Client portal: YesE-signatures: YesDocument uploads: Yes
- 5 Lawmatics iPhone + Android RecognisedPhone appDocumentedFree plan 8.0
- 6 PlatoForms No phone app RecognisedPhone appDocumentedFree plan 7.9$10/mo E-signatures: YesDocument uploads: Yes
- 7 FormsHQ No phone app RecognisedPhone appDocumentedFree plan 7.8$29/mo Client portal: YesE-signatures: YesDocument uploads: Yes
- 8 ClientLoop No phone app RecognisedPhone appDocumentedFree plan 7.7£35/mo Client portal: YesE-signatures: YesDocument uploads: Yes
- 9 FlowyForm No phone app RecognisedPhone appDocumentedFree plan 7.1$29/mo E-signatures: YesDocument uploads: Yes
- 10 Clustdoc iPhone + Android RecognisedPhone appDocumentedFree plan 7.1$190/mo Client portal: YesE-signatures: YesDocument uploads: Yes
- 11 LaunchBay No phone app RecognisedPhone appDocumentedFree plan 6.9 Client portal: YesE-signatures: YesDocument uploads: Yes
- 12 Moxo iPhone + Android RecognisedPhone appDocumentedFree plan 6.6
- 13 Clio Grow No phone app RecognisedPhone appDocumentedFree plan 6.5 E-signatures: YesDocument uploads: Yes
- 14 Law Ruler No phone app RecognisedPhone appDocumentedFree plan 6.4 Client portal: YesE-signatures: YesDocument uploads: Yes
- 15 ClearClient No phone app RecognisedPhone appDocumentedFree plan 6.4$19/mo Client portal: YesE-signatures: YesDocument uploads: Yes
- 16 Captorra Intake No phone app RecognisedPhone appDocumentedFree plan 6.1 E-signatures: Yes
- 17 Gatherly No phone app RecognisedPhone appDocumentedFree plan 5.8 Client portal: YesE-signatures: YesDocument uploads: Yes
- 18 ClientEnforce No phone app RecognisedPhone appDocumentedFree plan 5.8 Client portal: YesE-signatures: YesDocument uploads: Yes
- 19 Synerdeck No phone app RecognisedPhone appDocumentedFree plan 5.8 Client portal: YesE-signatures: YesDocument uploads: Yes
- 20 MyDocSafe No phone app RecognisedPhone appDocumentedFree plan 5.6
- 21 Content Snare No phone app RecognisedPhone appDocumentedFree plan 5.6
- 22 Leverage No phone app RecognisedPhone appDocumentedFree plan 5.5 Client portal: YesE-signatures: YesDocument uploads: Yes
- 23 Dispatch No phone app RecognisedPhone appDocumentedFree plan 5.4
- 24 SentryFirm No phone app RecognisedPhone appDocumentedFree plan 5.1 Client portal: YesDocument uploads: Yes
- 25 Paperbell No phone app RecognisedPhone appDocumentedFree plan 5.1 Client portal: YesE-signatures: YesDocument uploads: Yes
Is your app on this list?
Numbered spots on this list can be sponsored. They are labelled, and the editorial order and scores never change for payment.
Questions about this list
Which client intake software is ranked first on Samsung Mobile US Press?
Intake is ranked #1 of 27 with a score of 9.7. IntakeQ is second and Portico third.
How many of these have a free plan?
7 of the 25 on this page publish a free plan on their own pricing pages.
Which is the cheapest paid option?
On this page, PlatoForms has the lowest first paid tier we found: $10/mo.
How is this list ranked?
Ranked mobile-first: a phone app alongside the web or desktop product, a free tier and the depth of its documentation. Paid placements never change a rank.