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Send one link. Clients fill out forms, sign PDFs, and upload documents. AI organizes everything. Preview files in-browser. You control when requests close.
Set up in 2 minutes. No credit card required.
See how it works in 60 secondsWhether you're onboarding new clients or gathering recurring paperwork, Intake works for you.
W-2s, 1099s, receipts, and tax organizers
Deals, parties, pay stubs, bank statements, and loan docs
Purchase agreements, disclosures, pre-approval letters, and IDs
Passports, visas, and supporting documents
Receipts, invoices, and bank statements
Three simple steps to stress-free client onboarding
Create intake forms with our drag-and-drop builder. Upload fillable PDFs for clients to sign. Add a document checklist. Combine everything in a single request.
Your client receives a simple link - no account needed. They fill out forms, sign PDFs, upload documents, and see their progress. Works beautifully on any device.
Form responses are saved instantly. Documents are automatically classified by AI and matched to your checklist. Watch progress in real-time and get notified when everything's complete.
Built for busy professionals who value their time
Build custom intake forms in minutes. Text, email, phone, SSN, dropdowns - with built-in validation for common formats.
Upload any PDF. Intake detects existing form fields or lets you place your own. Add signature fields. Clients fill and sign in the browser.
Upload a document, and our AI instantly identifies the type - contracts, IDs, statements, and more. No manual labeling needed.
Set it and forget it. Clients get gentle email reminders until everything is complete.
Clients fill forms and upload documents from any device. Snap photos directly from their phone.
REST API, webhooks, and native MCP server. Let Claude, GPT, or your custom agent manage the entire intake workflow programmatically.
Add your logo and brand colors. Clients see your brand on the portal and every email — not ours. Build trust from the first click.
256-bit encryption protects your clients' sensitive documents and information in transit and at rest.
Preview PDFs, images, and signed documents right in your browser. No downloading needed — review everything in one place.
Intake isn't another AI agent. It's the platform that gives your agent the power to collect documents, build forms, get signatures, and manage multi-party deals.
Connect Claude, GPT, or any MCP-compatible agent. Dozens of tools to manage your entire intake workflow.
Build custom integrations. Get notified in real-time when clients upload, sign, or complete forms.
Documents are automatically identified and organized. 95%+ accuracy, zero manual labeling.
One plan. Everything included. No surprises.
Set up in 2 minutes. No credit card.
Custom integrations, dedicated support, volume pricing, SSO, and SLAs. Sign up for a free account and use the feedback button to tell us about your needs.
Get StartedCreate your account, then click the feedback button to apply for enterprise pricing.
Got questions? We've got answers.
Our AI correctly identifies document types over 95% of the time. For the rare cases it's unsure, it flags the document for your quick review rather than guessing wrong.
No! Clients simply click the link you send them and start uploading. No account creation, no password to remember. Maximum simplicity.
Absolutely. We use 256-bit encryption for all data in transit and at rest. We never share or sell data. Documents are stored securely and you control retention policies.
Absolutely! Our drag-and-drop form builder lets you create custom intake forms with text fields, dropdowns, checkboxes, and more. Built-in validation handles common formats like SSN, EIN, phone numbers, and email addresses. Save forms as templates to reuse with every client.
Yes! Upload any PDF and Intake will detect existing form fields automatically. For PDFs without fields, use our visual editor to place text, signature, and initial fields exactly where you need them. Clients fill and sign directly in the browser — no printing, scanning, or third-party tools. The completed PDF is flattened and saved to the request.
Yes! You can use Intake for free with up to 3 clients. When you need to add more clients, upgrade to our Professional plan at $49/month for unlimited clients and all features.
Yes! Intake has a full REST API, webhook system, and native MCP server for AI agents. Connect to Make.com, Zapier, your CRM, or let Claude and GPT manage intake workflows directly. Webhooks fire in real-time when documents are uploaded, requests complete, and more. API docs are available at /docs/api.
Stop chasing clients for documents. Set up Intake in 2 minutes and send your first request today.
Send Your First Request Free3 clients free forever. No credit card.