| Price from | $19/mo | $1.58/mo |
| Free plan | Yes | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 7 | 6 |
| Spec score · Client Intake Software | 8.9 (#2) | 7.7 (#19) |
| Integrations | The maker says Intake can connect with Make.com, Zapier, CRMs, Claude and GPT. | The integrations page lists Google Drive, Google Sheets, Zapier, Calendly, Looker Studio, Fillout Forms, Airtable, Dubsado, and ClickUp. |
| Purpose | Intake collects client forms, signed PDFs, documents, and payments through a single request link. | LaunchBay is a customer onboarding and implementation platform for post-sales teams getting customers live. |
| 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. | LaunchBay supports team and client two-factor authentication using an authenticator app; client 2FA requires password-protected portals and disables magic links account-wide. |
| Support | Enterprise customers can request dedicated support; the privacy policy directs support requests to Intake by email. | The pricing comparison lists live chat and email support for Essentials and live chat, email, and phone support for Standard and Premium. |
