Best Client Intake Software in 2026
Updated
In short: Onvoy is ranked #1 of 27 as of 4 October 2026, ahead of PlatoForms and Portico. The best-ranked option with a free plan is PlatoForms. The lowest first paid tier on this page is PlatoForms at $10/mo.
Client intake software helps bring steps such as collecting information, documents, signatures, and payments into client onboarding. Compare client portals and custom branding for the client-facing experience, alongside document uploads and e-signatures. Workflow automation and payment collection may matter depending on how your intake process works. Free-plan availability and paid-from pricing add cost considerations. Onvoy, PlatoForms, and Portico are among the options shown. Think about which parts of intake you need software to support, and compare the listed features against that process.
27 client intake software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
Client Intake Software, ranked on how quickly a newcomer can get going. 10 of the 25 on this page can be tried for free.
- 1 OnvoyPaid from $29/mo
- Free to practise on: yes
- Free trial: yes
- Well documented: yes
- Runs where you work: not on record
- 2 PlatoFormsPaid from $10/mo
- Free to practise on: yes
- Free trial: yes
- Well documented: yes
- Runs where you work: not on record
- 3 PorticoPaid from $29/mo
- Free to practise on: yes
- Free trial: yes
- Well documented: yes
- Runs where you work: not on record
- 4 IntakePaid from $19/mo
- Free to practise on: yes
- Free trial: not on record
- Well documented: yes
- Runs where you work: yes
- 5 ClientLoopPaid from £35/mo
- Free to practise on: yes
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 6 FormsHQPaid from $29/mo
- Free to practise on: yes
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 7 IntakeQPaid from $49.90/mo
- Free to practise on: not on record
- Free trial: yes
- Well documented: yes
- Runs where you work: yes
- 8 FlowyFormPaid from $29/mo
- Free to practise on: yes
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 9 Lawmatics
- Free to practise on: not on record
- Free trial: yes
- Well documented: yes
- Runs where you work: yes
- 10 ClearClientPaid from $19/mo
- Free to practise on: not on record
- Free trial: yes
- Well documented: yes
- Runs where you work: not on record
- 11 Captorra Intake
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 12 ClustdocPaid from $190/mo
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: yes
- 13 Dispatch
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 14 ClientEnforce
- Free to practise on: not on record
- Free trial: not on record
- Well documented: not on record
- Runs where you work: not on record
- 15 Clio Grow
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 16 Synerdeck
- Free to practise on: not on record
- Free trial: not on record
- Well documented: not on record
- Runs where you work: not on record
- 17 Leverage
- Free to practise on: not on record
- Free trial: not on record
- Well documented: not on record
- Runs where you work: not on record
- 18 Gatherly
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 19 LaunchBay
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 20 Law Ruler
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 21 Paperbell
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 22 Moxo
- Free to practise on: not on record
- Free trial: not on record
- Well documented: not on record
- Runs where you work: yes
- 23 SentryFirm
- Free to practise on: not on record
- Free trial: not on record
- Well documented: not on record
- Runs where you work: not on record
- 24 Content Snare
- Free to practise on: not on record
- Free trial: not on record
- Well documented: not on record
- Runs where you work: not on record
- 25 CaseDesk
- Free to practise on: not on record
- Free trial: not on record
- Well documented: not on record
- Runs where you work: not on record
Is your platform 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 The Geeks Club?
Onvoy is ranked #1 of 27 with a score of 7.7. PlatoForms is second and Portico 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 on how quickly a newcomer can get going: documentation depth, a free tier or trial, and the platforms it runs on. Paid placements never change a rank.