Intake

Spec sheet

What it does

Intake is a document-collection platform where businesses send one link for forms, signed PDFs, uploads and payments.Read 14 Oct 2026 · dointake.com

Purpose

Intake collects client forms, signed PDFs, documents, and payments through a single request link.Read 30 Sep 2026 · dointake.com

Integrations

The maker says Intake can connect with Make.com, Zapier, CRMs, Claude and GPT.Read 14 Oct 2026 · dointake.com

Security

The site says data is encrypted in transit and at rest using 256-bit encryption; its privacy policy also lists TLS/SSL encryption, access controls, authentication, and regular security assessments.Read 30 Sep 2026 · dointake.com

Support

Enterprise customers can request dedicated support; the privacy policy directs support requests to Intake by email.Read 30 Sep 2026 · dointake.com

AI classification

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

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.Read 14 Oct 2026 · dointake.com

AI limitation

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

API authentication

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

API coverage

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

API rate limit

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

Branding

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

Client access

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

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.Read 30 Sep 2026 · dointake.com

Deal templates

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

Document preview

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

Form builder

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

Forms and signatures

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

G2 listing identity

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

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.Read 14 Oct 2026 · g2.com

GetApp platform listing

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

GetApp product description

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

GetApp support listing

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

Legal entity

The terms identify the operator as Intake LLC, a Wisconsin limited liability company.Read 14 Oct 2026 · dointake.com

MCP server

An MCP server is documented for MCP-compatible clients such as Claude and Cursor.Read 14 Oct 2026 · dointake.com

Mobile experience

The client portal works on any device and supports taking document photos directly from a phone.Read 14 Oct 2026 · dointake.com

Multi-signer envelopes

One PDF can be routed to multiple signers in sequence with a completed document and signing certificate.Read 14 Oct 2026 · dointake.com

Payments

Stripe-connected requests can collect retainers, deposits or fees; Intake charges a 1% platform fee per successful payment.Read 14 Oct 2026 · dointake.com

PDF signing

Users can upload PDFs, place fields when needed, and let clients complete and sign them in a browser.Read 14 Oct 2026 · dointake.com

Privacy-policy date

The privacy policy was last updated September 20, 2026.Read 14 Oct 2026 · dointake.com

Product changelog evidence

The blog reports a March 24, 2026 sandbox-mode release for testing integrations without contacting real clients.Read 14 Oct 2026 · dointake.com

Product pricing news

A March 16, 2026 blog post says Intake reduced its price to $19 per month and tripled its free tier.Read 14 Oct 2026 · dointake.com

Public intake

Businesses can publish reusable intake links for websites, email signatures, or QR codes so clients can start without a prior request.Read 30 Sep 2026 · dointake.com

Public intake links

Reusable public pages let new clients enter their name and email and start a request without an account.Read 14 Oct 2026 · dointake.com

Rating on G2 (different product listing)

G2 shows Intake at 2.5 out of 5 from 1 review, but identifies the product as intake.io in health-care credentialing rather than dointake.com.Read 14 Oct 2026 · g2.com

Rating on GetApp (different product listing)

GetApp shows Join Intake at 5.0 out of 5 from 1 review, describing it as an AI voice receptionist rather than dointake.com.Read 14 Oct 2026 · getapp.com

Refund limitation

Subscription fees are generally non-refundable, with exceptions left to Intake's discretion.Read 14 Oct 2026 · dointake.com

Reminders

Automated email reminders continue until requested materials are complete.Read 14 Oct 2026 · dointake.com

REST API

The API uses the hosted base URL https://dointake.com/api/v1 and JSON requests and responses.Read 14 Oct 2026 · dointake.com

Retention

After account deletion, account data is deleted within 30 days while backup copies may remain for up to 90 days.Read 14 Oct 2026 · dointake.com

Sandbox

Test keys use isolated sandbox data, bypass plan limits and do not affect production data.Read 14 Oct 2026 · dointake.com

Security encryption

The maker states that data is encrypted in transit with TLS/SSL and documents are encrypted at rest.Read 14 Oct 2026 · dointake.com

Security providers

The privacy policy names Google Cloud Platform, Stripe, Resend, Cloudflare and Fly.io as service providers.Read 14 Oct 2026 · dointake.com

Service availability limit

The terms say uninterrupted availability is not guaranteed and outages or maintenance may occur.Read 14 Oct 2026 · dointake.com

Target users

The maker describes Intake for businesses that collect client information and highlights tax and accounting, mortgage and lending, real estate, immigration, and bookkeeping workflows.Read 30 Sep 2026 · dointake.com

Termination limit

After termination, users have 30 days to download data before it may be permanently deleted.Read 14 Oct 2026 · dointake.com

Webhook SDK examples

Webhook-signature verification examples are provided for Node.js, Python, Ruby and PHP.Read 14 Oct 2026 · dointake.com

Plans and prices

Every Intake plan and price →

Where Specifiction places it

• Client Intake Software#2 of 278.9