Best Client Intake Software in 2026
Updated
In short: Portico is ranked #1 of 27 as of 3 October 2026, ahead of Intake and PlatoForms. The best-ranked option with a free plan is Intake. The lowest first paid tier on this page is PlatoForms at $10/mo.
Bringing client onboarding steps together starts with deciding what you need clients to submit and complete. Compared on client portals, custom branding, document uploads, and e-signatures, these tools also vary in workflow automation and payment collection. Free plans and paid-from prices let you weigh access and cost alongside the intake features. Portico, Intake, and PlatoForms lead the ranking, followed by ClientLoop and Lawmatics. Look at which parts of gathering information, documents, signatures, or payments you want software to support, and compare the options against the steps your clients actually need to complete.
27 client intake software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
| # | Platform | Score | Why | From | Free plan | Paid from | Client portal | |
|---|---|---|---|---|---|---|---|---|
| 1 | Portico | 9.0 | RecognisedAPIDocumented | $29/mo | Yes | 29 /mo | Yes | View |
| 2 | Intake | 8.9 | RecognisedAPIDocumented | $19/mo | Yes | 19 /mo | Yes | View |
| 3 | PlatoForms | 8.6 | RecognisedAPIDocumented | $10/mo | Yes | 10 /mo | — | View |
| 4 | ClientLoop | 8.5 | RecognisedAPIDocumented | £35/mo | Yes | — | Yes | View |
| 5 | Lawmatics | 7.6 | RecognisedAPIDocumented | — | No | — | — | View |
| 6 | Onvoy | 7.3 | RecognisedAPIDocumented | $29/mo | Yes | 29 /mo | Yes | View |
| 7 |  FormsHQ | 7.1 | RecognisedAPIDocumented | $29/mo | Yes | 29 /mo | Yes | View |
| 8 |  FlowyForm | 6.6 | RecognisedAPIDocumented | $29/mo | Yes | 29 /mo | — | View |
| 9 | LaunchBay | 6.5 | RecognisedAPIDocumented | — | No | — | Yes | View |
| 10 | IntakeQ | 6.4 | RecognisedAPIDocumented | — | No | 29.9 /mo | Yes | View |
| 11 |  Law Ruler | 6.1 | RecognisedAPIDocumented | — | No | — | Yes | View |
| 12 | Clio Grow | 6.1 | RecognisedAPIDocumented | — | — | — | — | View |
| 13 | ClientEnforce | 6.0 | RecognisedAPIDocumented | — | Yes | — | Yes | View |
| 14 | Synerdeck | 5.9 | RecognisedAPIDocumented | — | Yes | — | Yes | View |
| 15 | ClearClient | 5.8 | RecognisedAPIDocumented | — | No | 19 /mo | Yes | View |
| 16 |  Gatherly | 5.5 | RecognisedAPIDocumented | — | No | 24 /mo | Yes | View |
| 17 |  MyDocSafe | 5.4 | RecognisedAPIDocumented | — | No | — | — | View |
| 18 | Content Snare | 5.4 | RecognisedAPIDocumented | — | No | 35 /mo | — | View |
| 19 |  Leverage | 5.3 | RecognisedAPIDocumented | — | — | — | Yes | View |
| 20 | Captorra Intake | 5.2 | RecognisedAPIDocumented | — | — | — | — | View |
| 21 | Clustdoc | 5.1 | RecognisedAPIDocumented | — | No | 190 /mo | Yes | View |
| 22 |  Paperbell | 5.0 | RecognisedAPIDocumented | — | No | — | Yes | View |
| 23 |  Moxo | 4.9 | RecognisedAPIDocumented | — | No | 500 /mo | — | View |
| 24 |  SentryFirm | 4.9 | RecognisedAPIDocumented | — | No | 250 /mo | Yes | View |
| 25 | Dispatch | 4.6 | RecognisedAPIDocumented | — | — | — | — | View |
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 Inferse?
Portico is ranked #1 of 27 with a score of 9.0. Intake is second and PlatoForms 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 what each maker publishes, open and connectable first: a public API, open-source code, the depth of its documentation and a free tier to try it on. Model lists are sorted by the figure in their title, exactly as each provider publishes it. Paid placements never change a rank.