Intake vs Onvoy
Intake
dointake.com
Onvoy
onvoy.appSide by side
| Figure | Intake | Onvoy |
|---|---|---|
| Price from | $19/mo | $29/mo |
| Free plan | Yes | Yes |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | Yes |
| Plans published | 7 | 3 |
| Spec score · Client Intake Software | 8.9 (#2) | 8.4 (#8) |
| Client access | Clients use a link without creating an account, and the portal supports mobile uploads and camera capture. | Clients can complete a guided sequence through one link without creating an account. |
| 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. | Deleted onboardings and uploaded files may remain recoverable for up to 30 days, while account deletion removes uploaded files without that recovery period. |
| Forms and signatures | Its form builder supports conditional fields and validation, and clients can complete and sign fillable PDFs in a browser. | The service collects structured answers, uploaded files and legally binding e-signatures. |
| Integrations | The maker says Intake can connect with Make.com, Zapier, CRMs, Claude and GPT. | Official pages name Stripe, Claude, ChatGPT, OAuth and MCP as connected services or connectors. |
| Payments | Stripe-connected requests can collect retainers, deposits or fees; Intake charges a 1% platform fee per successful payment. | Onvoy supports deposits, retainers and invoices through Stripe inside the onboarding flow. |
| Purpose | Intake collects client forms, signed PDFs, documents, and payments through a single request link. | Onvoy combines intake questions, file uploads, e-signatures, and deposit payment in one branded client-onboarding flow. |
| Reminders | Automated email reminders continue until requested materials are complete. | Automatic email follow-ups remind clients about stalled onboarding steps. |
| 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. | Onvoy states that it uses encryption in transit, access controls, secure password hashing, and reputable infrastructure providers. |
| Support | Enterprise customers can request dedicated support; the privacy policy directs support requests to Intake by email. | Support is offered through the [email protected] address on a commercially reasonable basis. |
| 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. | The product is aimed at freelancers, agencies, consultants, photographers, law firms, accountants, creative studios, SaaS companies and coaches. |
| What it does | Intake is a document-collection platform where businesses send one link for forms, signed PDFs, uploads and payments. | Onvoy combines client intake questions, file uploads, signatures and payment collection in one branded onboarding flow. |
Plans
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
Onvoy
Onvoy is a web-based client-onboarding service for freelancers and small agencies. It brings intake questions, file uploads, legally binding e-signatures, and deposit collection into a guided client portal. You can add your logo, colors, and copy, use your own domain, and enable automatic SSL. The flow also supports retainers and invoices through Stripe, with automatic reminders for stalled clients or missing details. Progress views identify clients who are complete, stuck, or overdue, and show where people leave a flow. Onvoy can connect a workspace to Claude and ChatGPT through secure OAuth and MCP for building flows, sending portals, and reporting client status. Clients can complete the sequence on a phone without creating accounts. The service is not a CRM, project manager, or invoicing suite. The free plan costs nothing and allows five onboardings per month and one team member. Starter costs $29 a month; Pro costs $79 a month. A free trial is available.