Tech riderRev. 4 Oct 2026

IntakeQ

Ch 077.1of 27 Client Intake Software

1Runs onAndroid, API, iOS, Web
2Costsfree trial · paid from $49.90/mo
3Client portalYes
4E-signaturesYes
5Document uploadsYes
6Workflow automationconditional
7Payment collectionYes
8Custom brandingYes

8 lines stated Written from the maker's own pages: intakeq.com, forms.intakeq.com

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Overview

IntakeQ is ranked #7 of 27 in client intake software on Specifiction. It runs on Android, API, iOS, Web. There is no free plan. A free trial is offered. Paid plans start at $49.90/mo.

IntakeQ plans and pricing

All plans

IntakeQ $49.90/mo Starting at $49.90/mo Starting price shown in comparison section · low-volume discounted plans available by contacting IntakeQ forms.intakeq.com · 4 Oct 2026

Forms $54.90/mo $54.90/mo Additional Practitioner Seats - $20 · 2 Assistant Accounts forms.intakeq.com · 4 Oct 2026

Compared on client intake software

Free plan: Nointakeq.com
Paid from: $29.90/mointakeq.com
Client portal: Yesintakeq.com
E-signatures: Yesintakeq.com
Document uploads: Yesintakeq.com
Workflow automation: conditionalintakeq.com
Payment collection: Yesintakeq.com
Custom branding: Yesintakeq.com

Facts

Product: IntakeQ provides healthcare practices with online intake forms and tools for patient onboarding.forms.intakeq.com · 4 Oct 2026
Form builder: Its no-code form builder supports branded forms, conditional logic, flexible question formats, and electronic signatures.forms.intakeq.com · 4 Oct 2026
Communication: Forms can be sent to clients by SMS or email, and the site says users can collect signatures and track form updates.forms.intakeq.com · 4 Oct 2026
Mobile access: The maker describes forms as mobile-friendly and says clients can complete them on smartphones and tablets.forms.intakeq.com · 4 Oct 2026
Integrations: The pricing page lists Dropbox, Google Drive, Zapier, RevolutionEHR, Elation Health, SRFax, and a developer API as integrations.forms.intakeq.com · 4 Oct 2026
API: IntakeQ says its API lets developers pull data from forms and client records.forms.intakeq.com · 4 Oct 2026
Security: IntakeQ describes its platform as HIPAA-compliant, says it uses data encryption, and lists a Business Associate Agreement among the Forms plan features.forms.intakeq.com · 4 Oct 2026
HIPAA terms: The terms say customers subject to HIPAA must notify IntakeQ and enter into its Business Associate Agreement before handling protected health information through the service.forms.intakeq.com · 4 Oct 2026
Trial: The free trial page advertises 14 days of access without requiring a credit card.forms.intakeq.com · 4 Oct 2026
Trial limits: The pricing page says the free trial includes full feature access, though SMS and email usage may have volume restrictions.forms.intakeq.com · 4 Oct 2026
Subscription: The pricing FAQ says subscriptions are month-to-month and can be canceled in the app, with account and data access through the current billing cycle.forms.intakeq.com · 4 Oct 2026
Support: The pricing page lists two assistant accounts with Forms and dedicated phone support with Practice Management.forms.intakeq.com · 4 Oct 2026
Audience: The maker describes IntakeQ as designed for healthcare practices and says its forms can be tailored to a practice’s specialty and workflow.forms.intakeq.com · 4 Oct 2026