A Typeform alternative for client intake with documents
Typeform makes very polished forms, one question at a time. It's built for surveys, lead gen and research, and priced by monthly responses. Intake is built for a different job: getting a specific client to send their documents, sign and pay, and following up until they do.
Feature comparison
Based on Typeform's public pricing and feature pages, checked September 22, 2026.
| Intake | Typeform | |
|---|---|---|
| Per-client document checklist | Yes | No |
| Clients upload without creating an account | Yes | Yes |
| Automatic reminders until it's done | Yes | Growth Flow plan only |
| AI checks each upload is the right document | Yes | No |
| Fillable PDFs with e-signature | Yes | Signature question on Growth Flow and up; no PDF fill |
| Collect a fee with the request | Stripe (1% platform fee) | Stripe, Basic plan and up |
| Appointment booking in the form | Yes | Via Google Calendar or Calendly |
| 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 branding on Plus; custom domain on Enterprise |
| HIPAA BAA | On request | Enterprise only |
| Free plan | Up to 10 clients | 10 responses/mo |
| Paid plans from | $19/mo | $28/mo yearly ($39 monthly) |
Typeform pricing
| Free | $0 | 10 responses/mo, Typeform branding |
| Basic | $28/mo yearly, $39 monthly | 100 responses/mo, 1 user |
| Plus | $56/mo yearly, $79 monthly | 1,000 responses/mo, 3 users, remove branding |
| Business | $91/mo yearly, $129 monthly | 10,000 responses/mo, 5 users |
| Growth Flow | $266/mo yearly, $379 monthly | Follow-ups, e-signature, enrichment |
| Enterprise | Custom | HIPAA, SSO, custom domain |
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 Typeform is the better choice
- You're collecting survey or lead-gen responses from the public.
- Completion rate and design polish matter most.
- You want drop-off analytics, enrichment and CRM routing.
- You need one or two uploads, not a list of documents per client.
When Intake is the better choice
- Each client owes you different documents and you need to see what's missing.
- You want automatic reminders without paying for Growth Flow.
- You want real PDFs filled and e-signed, not just a signature box.
- You don't want forms going private when you hit a monthly response cap.
- You want AI to check each upload is the right document.
Frequently Asked Questions
Got questions? We've got answers.
Yes, with a file upload question. It doesn't track per client what's still outstanding or follow up for you, and responses count against a monthly cap shared across all your forms.
Intake is free for up to 10 clients and $19/month for unlimited. Typeform starts at $28/month billed yearly for 100 responses a month, and follow-ups and e-signature need the Growth Flow plan.
Yes. Typeform and Intake both have official MCP servers. Intake's lets Claude create clients, build and send requests, and check what's missing.
Sources
- https://www.typeform.com/pricing/
- https://help.typeform.com/hc/en-us/articles/47582561560724-Signature-question
- https://help.typeform.com/hc/en-us/articles/4404321307796-Business-Associate-Agreement-BAA
- https://www.typeform.com/developers/mcp/
Something out of date? Tell us at [email protected] and we'll fix it. More comparisons.
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