Intake
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A Jotform alternative for collecting client documents

Jotform is a general form builder: one form, the same questions for everyone. Intake is built around the client instead. Each client gets their own checklist of documents, forms, signatures and payments, reminders go out until it's all in, and AI checks each upload is the document you asked for. If you mostly need public forms, Jotform does more. If you spend your week chasing clients for paperwork, Intake fits the job better.

Send Your First Request Free 10 clients free. No credit card.

Feature comparison

Based on Jotform's public pricing and feature pages, checked September 22, 2026.

Intake Jotform
Per-client document checklist Yes No
Clients upload without creating an account Yes Yes
Automatic reminders until it's done Yes Scheduled emails to a fixed recipient list
AI checks each upload is the right document Yes No
Fillable PDFs with e-signature Yes Yes
Collect a fee with the request Stripe (1% platform fee) Stripe, PayPal, Square and more
Appointment booking in the form Yes Yes
Public REST API + webhooks $19/mo plan and up Yes
Works from Claude / ChatGPT (MCP) $19/mo plan and up Yes
Your logo and colors $19/mo plan and up Remove Jotform branding on paid plans; white label on Enterprise
HIPAA BAA On request Gold plan ($99/mo yearly) and up
Free plan Up to 10 clients 5 forms, 100 submissions/mo
Paid plans from $19/mo $34/mo yearly ($39 monthly)

Jotform pricing

Starter Free 5 forms, 100 submissions/mo, 100 MB uploads
Bronze $34/mo yearly, $39 monthly 25 forms, 1,000 submissions/mo, 1 GB uploads
Silver $39/mo yearly, $49 monthly 50 forms, 2,500 submissions/mo, 10 GB uploads
Gold $99/mo yearly, $129 monthly 100 forms, 10,000 submissions/mo, 100 GB uploads, HIPAA
Enterprise Custom Multiple users, white label. Every plan below this is one user.

Intake is free for up to 10 clients, $19/month for Professional (unlimited clients), or $49/month for Team with 3 seats. See Intake pricing.

When Jotform is the better choice

  • You need public-facing forms: lead capture, event signups, surveys, order forms.
  • You want thousands of templates and deep conditional logic.
  • You take payments through a gateway other than Stripe, like Square or Authorize.Net.

When Intake is the better choice

  • Each client owes you a different set of documents and you want to see what's still missing.
  • You want reminders sent until the client finishes, not on a fixed schedule to a fixed list.
  • You want uploads checked: AI flags a bank statement uploaded where a W-2 should be.
  • More than one person at your firm needs access. Intake Team is $49/month for 3 seats; Jotform needs Enterprise.
  • You'd rather not have forms lock when you hit a monthly submission cap.

Frequently Asked Questions

Got questions? We've got answers.

Can Jotform collect documents from clients?

Yes. Add a file upload field and share the form. What it doesn't do is track, per client, what's still missing or check that the right file came in, so for recurring document collection you end up checking uploads by hand and emailing people. Intake gives each client their own checklist and follows up for you.

Is Intake cheaper than Jotform?

Intake is free for up to 10 clients and $19/month for unlimited clients. Jotform's paid plans start at $34/month billed yearly, with caps on submissions, form views and upload space. For a handful of simple public forms, Jotform's free plan is the better deal.

Does Intake work with Claude and ChatGPT like Jotform does?

Yes. Both have official MCP servers. With Intake you can ask Claude to create a client, build a request, send it, and tell you what's still missing. See the MCP docs.

Can Intake sign a HIPAA BAA?

If you need a BAA, sign up free and send us a request with the feedback button in the app. We'll be in touch.

Sources

Something out of date? Tell us at [email protected] and we'll fix it. More comparisons.

Stop Chasing Clients for Documents

Send one link. Clients fill out your forms, sign, pay, and upload. You get notified when it's done.

Send Your First Request Free

10 clients free forever. No credit card.