Pricing

Start free with up to 10 clients. Upgrade when you grow — not when we force you to.

Free

$0 /month
  • Up to 10 clients
  • Forms, fillable PDFs & e-signatures
  • AI document classification
  • Automated email reminders
  • Industry template packs
Start Free — No Credit Card
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Professional

$19 /month

or $190/year — 2 months free

  • Everything in Free, plus:
  • Unlimited clients, requests & deals
  • Your logo & colors on portal and emails
  • Remove "Powered by Intake" badge
  • Full REST API, webhooks & MCP server
  • Deal & multi-party management
Start Free, Upgrade Anytime

Frequently Asked Questions

Got questions? We've got answers.

Is there really a free plan?

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.

What happens when I hit the 10-client 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.

Do you offer annual billing?

Yes — $190/year, which works out to two months free compared to monthly billing.

Can I cancel anytime?

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.

Do my clients need an account or pay anything?

No. Clients click the link you send and start uploading — no account, no login, ever.

Ready to Streamline Your Intake?

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10 clients free forever. No credit card.