Best Client Intake Software in 2026
Updated
In short: Intake is ranked #1 of 27 as of 3 October 2026, ahead of ClientLoop and FlowyForm. The best-ranked option with a free plan is ClientLoop. The lowest first paid tier on this page is PlatoForms at $10/mo.
Gather client information and materials by comparing intake software on client portals, custom branding, document uploads, and e-signatures. Workflow automation can be relevant when intake includes repeated steps, while payment collection may matter if clients pay during the process. The ranking opens with Intake, Portico, and Onvoy, followed by PlatoForms and FormsHQ. Check free-plan availability and paid-from pricing alongside the features. These criteria can help you identify which parts of your client intake process you want software to handle.
27 client intake software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
7 of the 25 here have a free tier you can use, 0 have open-source code on record, and 0 have full bars: free, open, on most of your devices and documented.
| # | App | Signal | Free tier | Open code | Devices | From | Score |
|---|---|---|---|---|---|---|---|
| 1 | IntakeWeb · Android · iPhone · API | Three bars | — | 3 of 6 | $19/mo | 6.6 | |
| 2 | ClientLoopWeb · API | Two bars | — | 1 of 6 | £35/mo | 6.4 | |
| 3 | FlowyFormWeb | Two bars | — | 1 of 6 | $29/mo | 6.4 | |
| 4 | FormsHQWeb | Two bars | — | 1 of 6 | $29/mo | 6.4 | |
| 5 | OnvoyWeb | Two bars | — | 1 of 6 | $29/mo | 6.4 | |
| 6 | PlatoFormsWeb · API | Two bars | — | 1 of 6 | $10/mo | 6.4 | |
| 7 | PorticoWeb · API | Two bars | — | 1 of 6 | $29/mo | 6.4 | |
| 8 | ClientEnforceWeb | No signal | — | — | 1 of 6 | — | 5.2 |
| 9 | Clio GrowWeb | One bar | — | — | 1 of 6 | — | 5.2 |
| 10 | ClustdocWeb · Android · iPhone · API | Two bars | — | — | 3 of 6 | $190/mo | 5.2 |
| 11 | LeverageWeb | No signal | — | — | 1 of 6 | — | 5.2 |
| 12 | SynerdeckWeb | No signal | — | — | 1 of 6 | — | 5.2 |
| 13 | Captorra IntakeWeb · API | No signal | — | — | 1 of 6 | — | 5.1 |
| 14 | LawmaticsWeb · Android · iPhone · API | Two bars | — | — | 3 of 6 | — | 5.1 |
| 15 | DispatchWeb | No signal | — | — | 1 of 6 | — | 5.0 |
| 16 | IntakeQWeb · Android · iPhone · API | Two bars | — | — | 3 of 6 | $49.90/mo | 4.9 |
| 17 | Law RulerWeb | One bar | — | — | 1 of 6 | — | 4.9 |
| 18 | MoxoWeb · Android · iPhone | One bar | — | — | 3 of 6 | — | 4.9 |
| 19 | ClearClientWeb | One bar | — | — | 1 of 6 | — | 4.8 |
| 20 | GatherlyWeb | One bar | — | — | 1 of 6 | — | 4.8 |
| 21 | LaunchBayWeb | One bar | — | — | 1 of 6 | — | 4.8 |
| 22 | PaperbellWeb | One bar | — | — | 1 of 6 | — | 4.8 |
| 23 | Content SnareWeb | No signal | — | — | 1 of 6 | — | 4.7 |
| 24 | GatherMonkWeb | No signal | — | — | 1 of 6 | — | 4.7 |
| 25 | SentryFirmWeb | No signal | — | — | 1 of 6 | — | 4.7 |
Is your app on this list?
Numbered spots on this list can be sponsored. They are labelled, and the editorial order and scores never change for payment.
Questions about this list
Which client intake software is ranked first on Freedom251?
Intake is ranked #1 of 27 with a score of 6.6. ClientLoop is second and FlowyForm third.
How many of these have a free plan?
7 of the 25 on this page publish a free plan on their own pricing pages.
Which is the cheapest paid option?
On this page, PlatoForms has the lowest first paid tier we found: $10/mo.
How is this list ranked?
Ranked free-and-open first: a usable free tier and open-source code, then the platforms it runs on and its documentation. Paid placements never change a rank.