Side by side
ClientLoop vs Intake
Both stand on client intake software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
ClientLoop is designed to gather client paperwork and manage review and follow-up in a branded portal. Its Free plan is limited to five clients and one team member, while paid plans list upload and storage caps.
Visit ClientLoop
Choose Intake if your business needs a link based way to collect client forms, documents, signatures, or payments. Its client access, conditional forms, and integrations support varied intake workflows. Look elsewhere if the 1% payment fee plus Stripe processing fees or the Free plan's 10-client limit does not suit your needs.
Visit IntakeThe facts
| ClientLoop | Intake | |
|---|---|---|
| Free plan | Yes | Yes |
| Open source | Not published | Not published |
| Runs on | API, Web | Android, API, iPhone, Web |
| Lowest paid plan | Essentials: £35 a month | Professional: $19 a month |
| Plans published | 5 | 4 |
| Maker | Not published | Not published |
| Website | clientloop.digital | dointake.com |
| On client intake software | #1 of 27 | #2 of 27 |
ClientLoop: what it does well
- Clients submit files and forms through magic links
- Reusable document sets and scheduled reminders
- Reviewers can request changes, approve, or reject submissions
- Built-in Calendly, Asana, and Slack integrations
- Files stored in the UK, with encrypted storage
What to know first
- Free plan limited to 5 clients
- Free plan limited to 1 team member
- Paid tiers specify monthly upload and storage caps
- Listed paid monthly prices exclude VAT
Intake: what it does well
- Clients can submit information without creating an account.
- Forms support conditional fields and validation.
- Clients can complete and sign fillable PDFs in a browser.
- Mobile portal supports document uploads and camera capture.
- REST API, webhooks, and native MCP server are available.
What to know first
- Successful payments incur a 1% platform fee plus Stripe processing fees.
- The Free plan is limited to 10 clients.
- Team includes 3 seats; additional seats cost $15/seat/month.
Alternatives to ClientLoop Alternatives to Intake The whole list