Pricing
Start free with up to 10 clients. Upgrade when you grow — not when we force you to.
Free
- Up to 10 clients
- Forms, fillable PDFs & e-signatures
- AI document classification
- Automated email reminders
- Collect client payments via Stripe (1% platform fee)
- Industry template packs
- Your logo on portal and emails
Professional
or $190/year — 2 months free
- Everything in Free, plus:
- Unlimited clients, requests & deals
- Custom brand colors on portal and emails
- Remove "Powered by Intake" badge
- Full REST API, webhooks & MCP server
- Deal & multi-party management
Frequently Asked Questions
Got questions? We've got answers.
Yes. You can use Intake free with up to 10 clients — forms, signed PDFs, AI classification, and reminders included. No credit card, no time limit.
Nothing is deleted. Existing requests keep working; you just can't add new clients until you upgrade to Professional ($19/month) for unlimited clients.
Yes — $190/year, which works out to two months free compared to monthly billing.
Yes. Manage or cancel your subscription anytime from the billing portal. You keep Professional access until the end of your billing period, then move to the free plan — your data stays.
Clients never need an account — they click the link you send and start uploading, no login, ever. Intake never charges your clients. If you add a payment to a request (a retainer or fee, for example), they pay you directly through the portal.
Connect your Stripe account and add payments to any request on any plan. Intake charges a 1% platform fee per successful payment, plus Stripe's standard processing fees. Payouts go straight to your Stripe account.
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