Best Client Intake Software in 2026
Updated
27 client intake software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
27ranked
0free plans on this page
3 Oct 2026last checked
| # | Platform | Score | Why | Free plan | Paid from | Client portal | |
|---|---|---|---|---|---|---|---|
| 26 |  GatherMonk | 4.7 | RecognisedAPIDocumented | No | 29 /mo | — | View |
| 27 |  MyDocSafe | 4.6 | RecognisedAPIDocumented | No | — | — | View |