Instead of Intake
Intake alternatives
Intake puts client forms, fillable-PDF signing, document uploads, and Stripe payments behind a single request link. Conditional fields and validation can shape client forms, while its AI classifies document types and flags uncertain cases for review. Clients can start from a public link and upload from a phone without an account. Intake also offers an API, webhooks, and a native MCP server. Its free plan covers up to 10 clients; paid plans start at $19 per month, with a 1% platform fee on successful payments in addition to Stripe processing fees.
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ClientLoop
Free plan APIWebTeams needing branded portals, reminders, and submission review — ClientLoop adds scheduled reminders, reusable document sets, and team review tools to Intake’s link-based forms, uploads, signatures, and payments.
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FlowyForm
Free plan WebTeams building surveys, quizzes, and embedded forms — FlowyForm focuses on form and survey creation, with 300+ templates, calculators, and answer piping rather than Intake’s combined request link and payment collection.
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FormsHQ
Free plan WebTeams routing submissions into structured workflows — FormsHQ adds AI-assisted form design, submission scoring and routing, deadline tracking, and generated document packets beyond Intake’s client intake link.
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Leverage
Free plan APIWebLaw firms managing intake, signing, and client communications — Leverage focuses on law-firm screening and case workflows, adding private video blogging, task management, and Clio integration beyond Intake’s general client intake tools.
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Onvoy
Free plan APIWebFreelancers and small agencies onboarding clients — Onvoy adds branded portals on custom domains, built-in onboarding analytics, and Claude and ChatGPT connections to its intake, signature, and deposit flow.
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PlatoForms
Free plan AndroidAPIWebTeams turning existing PDFs into online forms — PlatoForms converts existing PDFs into online forms and returns completed PDFs in their original format, with multi-person routing and more than 2,000 templates.
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Portico
Free plan APIWebTeams needing guided onboarding and a persistent client portal — Portico adds a persistent branded portal for progress and documents, plus timestamped embedded signatures and Stripe payments within guided onboarding flows.
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ClientEnforce
Free plan Web - 9
MyDocSafe
Free plan AndroidiPhoneWeb - 10
CaseDesk
Free trial AndroidAPIiPhone+1 - 11
Paperbell
Free plan Web - 12
Synerdeck
Free plan Web - 13
IntakeQ
Free trial AndroidAPIiPhone+1 - 14
ClearClient
Free trial Web - 15
Content Snare
Free trial APIWeb - 16
Lawmatics
Free trial AndroidAPIiPhone+1 - 17
Law Ruler
Free trial AndroidAPIiPhone+2 - 18
Clustdoc
Paid AndroidAPIiPhone+1 - 19
GatherMonk
Free trial ExtensionWeb - 20
Captorra Intake
Paid APIWeb - 21
Gatherly
Free trial Web - 22
LaunchBay
Free trial Web - 23
Clio Grow
Paid Web - 24
Dispatch
Paid APIWeb
Alternatives may suit teams that need more structured follow-up and review, form-building beyond intake, PDF conversion, or workflows tailored to a particular industry. Intake is available on Android, iOS, and the web, while several options here focus on web or combine web with an API. When comparing, consider whether you need a branded portal, reminders, approval routing, document generation, or particular integrations. Also weigh each product’s starting price and payment tools against the forms, signatures, uploads, and client access you rely on.