IntakeQ

6.9easy start · #7 of 27
in Client Intake Software

Free to practise onnot on record
Free trialyes
Well documentedyes
Runs where you workyes

Runs on Android, api, iOS, Web. Paid plans from $49.90/mo.

IntakeQ is ranked #7 of 27 in client intake software on The Geeks Club. It runs on Android, API, iOS, Web. There is no free plan. A free trial is offered. Paid plans start at $49.90/mo.

IntakeQ plans and pricing

All plans

IntakeQ $49.90/mo Starting at $49.90/mo Starting price shown in comparison section · low-volume discounted plans available by contacting IntakeQ forms.intakeq.com · 4 Oct 2026

Forms $54.90/mo $54.90/mo Additional Practitioner Seats - $20 · 2 Assistant Accounts forms.intakeq.com · 4 Oct 2026

Compared on client intake software

Free plan: No
Paid from: $29.90/mo
Client portal: Yes
E-signatures: Yes
Document uploads: Yes
Workflow automation: conditional
Payment collection: Yes
Custom branding: Yes

Best IntakeQ alternatives

See all 20

Onvoy 0 of 4 in the starter kit Lesson 17.7 PlatoForms 0 of 4 in the starter kit Lesson 27.7 Portico 0 of 4 in the starter kit Lesson 37.7 Intake 0 of 4 in the starter kit Lesson 47.3 ClientLoop 0 of 4 in the starter kit Lesson 57.2 FormsHQ 0 of 4 in the starter kit Lesson 67.1

The record

Product: IntakeQ provides healthcare practices with online intake forms and tools for patient onboarding.
Form builder: Its no-code form builder supports branded forms, conditional logic, flexible question formats, and electronic signatures.
Communication: Forms can be sent to clients by SMS or email, and the site says users can collect signatures and track form updates.
Mobile access: The maker describes forms as mobile-friendly and says clients can complete them on smartphones and tablets.
Integrations: The pricing page lists Dropbox, Google Drive, Zapier, RevolutionEHR, Elation Health, SRFax, and a developer API as integrations.
API: IntakeQ says its API lets developers pull data from forms and client records.
Security: IntakeQ describes its platform as HIPAA-compliant, says it uses data encryption, and lists a Business Associate Agreement among the Forms plan features.
HIPAA terms: The terms say customers subject to HIPAA must notify IntakeQ and enter into its Business Associate Agreement before handling protected health information through the service.
Trial: The free trial page advertises 14 days of access without requiring a credit card.
Trial limits: The pricing page says the free trial includes full feature access, though SMS and email usage may have volume restrictions.
Subscription: The pricing FAQ says subscriptions are month-to-month and can be canceled in the app, with account and data access through the current billing cycle.
Support: The pricing page lists two assistant accounts with Forms and dedicated phone support with Practice Management.
Audience: The maker describes IntakeQ as designed for healthcare practices and says its forms can be tailored to a practice’s specialty and workflow.
Founded: 2014
Price from: $49.90/mo

Where it ranks on The Geeks Club

Best Client Intake Software in 2026#7 of 27

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Sources

forms.intakeq.com· checked 4 Oct 2026
forms.intakeq.com/features/customizable-online-forms· checked 4 Oct 2026
forms.intakeq.com/pricing· checked 4 Oct 2026
forms.intakeq.com/terms· checked 4 Oct 2026
forms.intakeq.com/start· checked 4 Oct 2026
intakeq.com· checked 28 Sept 2026