| Price from | $19/mo | — |
| Free plan | Yes | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Self-hosted | — | Yes |
| Plans published | 7 | 3 |
| Spec score · Client Intake Software | 8.9 (#2) | 8.3 (#10) |
| Integrations | The maker says Intake can connect with Make.com, Zapier, CRMs, Claude and GPT. | Law Ruler lists integrations including Office 365, Gmail, Zapier, Twilio, CallRail, Clio, Filevine, CosmoLex, TimeSolv, HelloSign and others. |
| 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. | The privacy policy says sensitive information is encrypted in transit and stored on secured servers with restricted employee access. |
| Support | Enterprise customers can request dedicated support; the privacy policy directs support requests to Intake by email. | Plans include a 24/7 online help center plus live phone and email support from 9 a.m. to 5 p.m. Eastern, Monday through Friday excluding holidays. |
| What it does | Intake is a document-collection platform where businesses send one link for forms, signed PDFs, uploads and payments. | Law Ruler is a legal CRM and intake platform for managing leads, clients, marketing and case workflows. |
