ClientLoop vs Intake
ClientLoop
clientloop.digital
Intake
dointake.comSide by side
| Figure | ClientLoop | Intake |
|---|---|---|
| Price from | £35/mo | $19/mo |
| Free plan | Yes | Yes |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | Yes | Yes |
| Plans published | 5 | 7 |
| Spec score · Client Intake Software | 8.3 (#9) | 8.9 (#2) |
| Integrations | The site lists built-in integrations for Calendly, Asana and Slack, plus connections through Zapier, n8n, Make, REST API and webhooks. | The maker says Intake can connect with Make.com, Zapier, CRMs, Claude and GPT. |
| Security | The maker says uploads are virus-scanned before storage, storage is encrypted, files are stored in the UK, and GDPR erasure, activity logs and role-based access are provided. | 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. |
| Support | Priority support is listed as part of the Scale plan. | Enterprise customers can request dedicated support; the privacy policy directs support requests to Intake by email. |
Plans
ClientLoop
- FreeFree
- Essentials£35 a month
- Pro£69 a month
- Scale£149 a month
- EnterprisePriced on request
Intake
- FreeFree
- FreeFree
- Professional$19 a month
- Professional$19 a month
- Team$49 a month
- Team$49 a month
- EnterprisePriced on request
In their own words
ClientLoop
ClientLoop is a branded client portal for collecting documents, forms, and information, with automatic follow-ups and a team dashboard. Clients use a magic link to submit files and complete forms without an account or app installation. Teams can prepare reusable document sets, create forms with tables, file fields, and signatures, and schedule reminders. They can preview submissions, request changes, approve or reject them, and message clients about a specific request. Built-in integrations include Calendly, Asana, and Slack; other connections are available through Zapier, n8n, Make, REST API, and webhooks. The REST API supports creating requests and checking submission statuses and approvals; API and webhooks are included from Pro. ClientLoop says uploads are virus-scanned, storage is encrypted, and files are stored in the UK. Its free plan is limited to 5 clients and 1 team member, with 1 GB storage and 100 uploads per month. Paid monthly plans start at £35 a month, excluding VAT, and list storage and upload caps.