Best Client Intake Software in 2026
Updated
In short: Intake is ranked #1 of 27 as of 5 October 2026, ahead of Onvoy and PlatoForms. The best-ranked option with a free plan is Onvoy. The lowest first paid tier on this page is PlatoForms at $10/mo.
Client intake tools help organize the information and materials you gather from clients as work begins. Compared on client portals, custom branding, document uploads, and e-signatures, these options show different ways to handle the exchange. Workflow automation and payment collection add further considerations if intake includes repeatable steps or fees. Check free-plan availability and paid-from pricing alongside those capabilities. Intake, Onvoy, and PlatoForms are among the products included; consider which features fit the way you bring clients onboard and what you want them to complete along the way.
27 client intake software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
27ranked
7free plans on this page
$10/molowest paid tier
5 Oct 2026last checked
Input list Client Intake Software 25 channels on this page · 141 of 200 spec lines stated by the makers
Ch Tool Free planPaid fromClient portalE-signaturesDocument uploadsWorkflow automationPayment collectionCustom branding Spec sheet Score
01 Intake Free planYesPaid from$19/moClient portalYesE-signaturesYesDocument uploadsYesWorkflow automationconditionalPayment collectionYesCustom brandingYes 8/8spec lines stated 7.4
02 Onvoy Free planYesPaid from$29/moClient portalYesE-signaturesYesDocument uploadsYesWorkflow automationtemplatePayment collectionYesCustom brandingYes 8/8spec lines stated 7.4
03 PlatoForms Free planYesPaid from$10/moClient portalnot statedE-signaturesYesDocument uploadsYesWorkflow automationconditionalPayment collectionYesCustom brandingYes 7/8spec lines stated 7.4
04 Portico Free planYesPaid from$29/moClient portalYesE-signaturesYesDocument uploadsYesWorkflow automationconditionalPayment collectionYesCustom brandingYes 8/8spec lines stated 7.4
05 ClientLoop Free planYesPaid fromnot statedClient portalYesE-signaturesYesDocument uploadsYesWorkflow automationtemplatePayment collectionnot statedCustom brandingYes 6/8spec lines stated 7.1
06 FormsHQ Free planYesPaid from$29/moClient portalYesE-signaturesYesDocument uploadsYesWorkflow automationconditionalPayment collectionYesCustom brandingYes 8/8spec lines stated 7.1
07 IntakeQ Free planNoPaid from$29.9/moClient portalYesE-signaturesYesDocument uploadsYesWorkflow automationconditionalPayment collectionYesCustom brandingYes 8/8spec lines stated 7.1
08 Lawmatics Free planNoPaid fromnot statedClient portalnot statedE-signaturesnot statedDocument uploadsnot statedWorkflow automationnot statedPayment collectionnot statedCustom brandingnot stated 1/8spec lines stated 7.0
09 ClientEnforce Free planYesPaid fromnot statedClient portalYesE-signaturesYesDocument uploadsYesWorkflow automationtemplatePayment collectionnot statedCustom brandingYes 6/8spec lines stated 6.9
10 ClearClient Free planNoPaid from$19/moClient portalYesE-signaturesYesDocument uploadsYesWorkflow automationtemplatePayment collectionYesCustom brandingYes 8/8spec lines stated 6.8
11 Clustdoc Free planNoPaid from$190/moClient portalYesE-signaturesYesDocument uploadsYesWorkflow automationconditionalPayment collectionYesCustom brandingYes 8/8spec lines stated 6.8
12 FlowyForm Free planYesPaid from$29/moClient portalnot statedE-signaturesYesDocument uploadsYesWorkflow automationconditionalPayment collectionYesCustom brandingYes 7/8spec lines stated 6.8
13 Law Ruler Free planNoPaid fromnot statedClient portalYesE-signaturesYesDocument uploadsYesWorkflow automationconditionalPayment collectionYesCustom brandingYes 7/8spec lines stated 6.7
14 Captorra Intake Free plannot statedPaid fromnot statedClient portalnot statedE-signaturesYesDocument uploadsnot statedWorkflow automationconditionalPayment collectionnot statedCustom brandingnot stated 2/8spec lines stated 6.5
15 Dispatch Free plannot statedPaid fromnot statedClient portalnot statedE-signaturesnot statedDocument uploadsnot statedWorkflow automationnot statedPayment collectionnot statedCustom brandingnot stated 0/8spec lines stated 6.3
16 Clio Grow Free plannot statedPaid fromnot statedClient portalnot statedE-signaturesYesDocument uploadsYesWorkflow automationtemplatePayment collectionYesCustom brandingYes 5/8spec lines stated 6.0
17 Gatherly Free planNoPaid from$24/moClient portalYesE-signaturesYesDocument uploadsYesWorkflow automationtemplatePayment collectionNoCustom brandingYes 8/8spec lines stated 5.9
18 LaunchBay Free planNoPaid fromnot statedClient portalYesE-signaturesYesDocument uploadsYesWorkflow automationconditionalPayment collectionYesCustom brandingYes 7/8spec lines stated 5.9
19 Paperbell Free planNoPaid fromnot statedClient portalYesE-signaturesYesDocument uploadsYesWorkflow automationtemplatePayment collectionYesCustom brandingYes 7/8spec lines stated 5.9
20 Synerdeck Free planYesPaid fromnot statedClient portalYesE-signaturesYesDocument uploadsYesWorkflow automationtemplatePayment collectionnot statedCustom brandingYes 6/8spec lines stated 5.9
21 Leverage Free plannot statedPaid fromnot statedClient portalYesE-signaturesYesDocument uploadsYesWorkflow automationconditionalPayment collectionYesCustom brandingnot stated 5/8spec lines stated 5.8
22 Moxo Free planNoPaid from$500/moClient portalnot statedE-signaturesnot statedDocument uploadsnot statedWorkflow automationnot statedPayment collectionnot statedCustom brandingnot stated 2/8spec lines stated 5.8
23 SentryFirm Free planNoPaid from$250/moClient portalYesE-signaturesnot statedDocument uploadsYesWorkflow automationnot statedPayment collectionnot statedCustom brandingnot stated 4/8spec lines stated 5.5
24 Content Snare Free planNoPaid from$35/moClient portalnot statedE-signaturesnot statedDocument uploadsnot statedWorkflow automationnot statedPayment collectionnot statedCustom brandingnot stated 2/8spec lines stated 5.4
25 CaseDesk Free planNoPaid from$29/moClient portalnot statedE-signaturesnot statedDocument uploadsnot statedWorkflow automationconditionalPayment collectionnot statedCustom brandingnot stated 3/8spec lines stated 5.3
Compare all 25 in a table
| # | Tool | Score | Free plan | From | Free plan | Paid from | Client portal | E-signatures |
|---|---|---|---|---|---|---|---|---|
| 1 | Intake | 7.4 | Free plan | $19/mo | Yes | 19 /mo | Yes | Yes |
| 2 | Onvoy | 7.4 | Free plan | $29/mo | Yes | 29 /mo | Yes | Yes |
| 3 | PlatoForms | 7.4 | Free plan | $10/mo | Yes | 10 /mo | — | Yes |
| 4 | Portico | 7.4 | Free plan | $29/mo | Yes | 29 /mo | Yes | Yes |
| 5 | ClientLoop | 7.1 | Free plan | £35/mo | Yes | — | Yes | Yes |
| 6 | FormsHQ | 7.1 | Free plan | $29/mo | Yes | 29 /mo | Yes | Yes |
| 7 | IntakeQ | 7.1 | No | $49.90/mo | No | 29.9 /mo | Yes | Yes |
| 8 | Lawmatics | 7.0 | No | — | No | — | — | — |
| 9 | ClientEnforce | 6.9 | No | £29/mo | Yes | — | Yes | Yes |
| 10 | ClearClient | 6.8 | No | $19/mo | No | 19 /mo | Yes | Yes |
| 11 | Clustdoc | 6.8 | No | $190/mo | No | 190 /mo | Yes | Yes |
| 12 | FlowyForm | 6.8 | Free plan | $29/mo | Yes | 29 /mo | — | Yes |
| 13 | Law Ruler | 6.7 | No | — | No | — | Yes | Yes |
| 14 | Captorra Intake | 6.5 | No | — | — | — | — | Yes |
| 15 | Dispatch | 6.3 | No | — | — | — | — | — |
| 16 | Clio Grow | 6.0 | No | — | — | — | — | Yes |
| 17 | Gatherly | 5.9 | No | — | No | 24 /mo | Yes | Yes |
| 18 | LaunchBay | 5.9 | No | — | No | — | Yes | Yes |
| 19 | Paperbell | 5.9 | No | — | No | — | Yes | Yes |
| 20 | Synerdeck | 5.9 | No | — | Yes | — | Yes | Yes |
| 21 | Leverage | 5.8 | No | — | — | — | Yes | Yes |
| 22 | Moxo | 5.8 | No | — | No | 500 /mo | — | — |
| 23 | SentryFirm | 5.5 | No | — | No | 250 /mo | Yes | — |
| 24 | Content Snare | 5.4 | No | — | No | 35 /mo | — | — |
| 25 | CaseDesk | 5.3 | No | — | No | 29 /mo | — | — |
Is your tool on this list?
Numbered spots on this list can be sponsored, and a sponsored row is labelled as paid.
Questions about this list
Which client intake software is ranked first on Specifiction?
Intake is ranked #1 of 27 with a score of 7.4. Onvoy is second and PlatoForms 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 on what each maker publishes, the fullest spec sheet first: how deeply the product is documented, the platforms it runs on, a free tier or trial to test it, and its standing.