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Best Client Intake Software in 2026 — page 2

  1. 26

    Moxo

    Paid AndroidAPIiPhone+1

    Choose Moxo if your organization needs to coordinate business processes with human oversight, participant portals, and options for connecting or deploying systems.

    5.2 Pricing on request Visit site
  2. 27

    SentryFirm

    Paid Web

    SentryFirm focuses on law-firm intake, document collection, and visible follow-up work.

    4.9 From $250/mo Visit site