IntakeFlow replaces messy email threads with beautiful client intake forms. Collect information, documents, and signatures — all in one place, automatically.
No credit card required · 14-day free trial
"Can you resend that W-2?" Back-and-forth emails that waste hours every week.
Clients skip required fields. You discover it at the wrong moment.
PDFs emailed back and forth with no audit trail or encryption.
From drag-and-drop form building to automatic reminders — IntakeFlow handles the intake so you can focus on the work.
Build forms in minutes with 12+ field types. Conditional logic shows the right fields at the right time.
Clients upload W-2s, IDs, contracts directly in the form. Secure, organized, no more email attachments.
Send automated nudges for incomplete forms and missing documents. Save hours of follow-up time.
Invite staff with role-based access. Everyone works from the same submission inbox.
Track completion rates, drop-off points, and submission volume to optimize your intake process.
SOC 2-compliant storage, encrypted uploads, and audit logs. Client data stays safe.
“We cut our intake time by 60%. Clients actually complete the forms now because it guides them through every step.”— Sarah K., Managing Partner at Keller & Associates Law
Start free. Upgrade when you're ready.
Pre-built templates designed for the specific intake needs of each profession.
Capture client information before the consultation. Conflict checks, case type routing, and document collection — all before the first call.
Sample: Law Firm Template
Sample: Tax Preparer Template
Collect everything you need before the appointment. No more incomplete returns or missing documents discovered at crunch time.
Onboard new business clients efficiently. Entity type, software integrations, bank accounts, and bookkeeping needs — all captured before the first meeting.
Sample: Accountant Template
Client intake software automates the process of collecting client information, documents, and signatures before an appointment or engagement. IntakeFlow replaces email back-and-forth with structured online forms that guide clients through every required field and document upload.
Law firms send a branded intake form to prospective clients after an initial inquiry. The form captures case type, party information, conflict-of-interest fields, and document uploads. Conditional logic shows relevant fields based on case type automatically.
Yes — tax preparers use IntakeFlow to collect filing status, dependent information, and all tax documents including W-2s, 1099s, and supporting deduction records. Conditional logic shows the right document requests based on each client's income situation.
IntakeFlow uses encrypted document storage, SOC 2-compliant infrastructure, and audit trails on all submissions. Files are never sent via email — they're uploaded directly to a secure portal that only authorized team members can access.
IntakeFlow starts free with 3 active forms and 50 submissions/month. Pro plan at $29/month includes unlimited forms, 500 submissions, and automatic reminders. Firm plan at $79/month adds unlimited submissions, team members, and API access.
Yes — the free plan requires no credit card. Start building forms and collecting client submissions immediately. Upgrade to Pro or Firm when you need more capacity or advanced features.