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IntakeQ

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Capture every detail and streamline client onboarding with customizable, secure online forms.

From $29.90/mo, billed monthly, free trial
Paid Form Builders E-Signature No-Code Practice Management
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Reviews on G2 Capterra
337 reviews tracked

The Bottom Line

Price
From $29.90/mo, billed monthly, free trial. Compare plans

Key facts

  • Customizable online forms with drag-and-drop builder.
  • Securely collect electronic signatures and patient data.
  • Streamline client onboarding and improve communication.

Pros

  • Simplifies and digitizes the client intake process
  • Enhances data collection accuracy with conditional logic
  • Improves client communication and completion rates
  • Ensures security and HIPAA compliance for sensitive data
  • Reduces administrative burden and saves time

Cons

  • No specific cons can be extracted from the provided text.

What is IntakeQ?

IntakeQ is a comprehensive platform designed to help practitioners collect detailed client information through customizable online forms. It simplifies the intake process by allowing users to build smart, user-friendly forms using a drag-and-drop builder, eliminating the need for coding. The platform supports various form types, including medical histories, specialized assessments, new patient registrations, questionnaires, and surveys. IntakeQ is ideal for healthcare and wellness professionals who need to gather sensitive client data efficiently and securely. It enhances communication by enabling forms to be sent via SMS or email, improving completion rates, and facilitating secure electronic signatures. The system ensures HIPAA compliance for medical practices and provides real-time tracking of form updates and data monitoring through an insights dashboard. By automating and digitizing the intake process, IntakeQ helps practices save time, reduce costs, and make a strong first impression.

Available on: Web

Data compiled by Toolradar Pricing checked · How we evaluate
Source intakeq.com

Ratings Across the Web

4.5 (337 reviews)

IntakeQ holds an aggregate rating of 4.5 out of 5 from 337 reviews across G2 and Capterra, last checked September 17, 2026.

G2 16 reviews
4.2/5
Capterra 321 reviews
4.7/5

Ratings aggregated from independent review platforms. Learn more

Preview

Key Features

  • Customizable forms
  • Drag-and-drop form builder
  • Conditional logic for forms
  • Electronic signatures
  • HIPAA-compliant forms
  • SMS and email form delivery
  • Real-time form update tracking
  • Insights dashboard for data monitoring

Pricing Plans

Free Trial

Pricing checked Nov 1, 2026. Source: intakeq.com/pricing, read Nov 1, 2026

IntakeQ plans and prices, checked November 2026
Plan Price Details
Forms Only (Low Volume)

$29.90 / month

  • 10 Form Submissions/month
  • Unlimited Form Templates
  • Branded Custom Forms
+8 more
  • Accept Attachments
  • Client and Provider e-Signatures
  • Form Reminders
  • Treatment Notes (SOAP, etc.)
  • Secure Document Sharing
  • Export to PDF/CSV/Dropbox
  • E-Faxing Options
  • HIPAA BAA
Forms Only

$54.90 / month

  • Unlimited Form Templates
  • Branded Custom Forms
  • Accept Attachments
+8 more
  • Client and Provider e-Signatures
  • Form Reminders
  • Treatment Notes (SOAP, etc.)
  • Secure Document Sharing
  • Export to PDF/CSV/Dropbox
  • E-Faxing Options
  • HIPAA BAA
  • 2 Assistant Accounts
Practice Management (Low Volume)

$59.90 / month

  • 25 appts + 25 client form submissions per 30 day period / per practitioner
  • All Features from Forms Only
  • Complete Appointment Management
+10 more
  • Appointment Reminders
  • Booking Widget
  • Automated Intake
  • Secure Client Portal
  • Payments/Invoices
  • Recurring Payments
  • Claims & Superbills
  • Task Management
  • Telehealth Included
  • Phone Support
Practice Management

$84.90 / month

  • All Features from Forms Only
  • Complete Appointment Management
  • Appointment Reminders
+9 more
  • Booking Widget
  • Automated Intake
  • Secure Client Portal
  • Payments/Invoices
  • Recurring Payments
  • Claims & Superbills
  • Task Management
  • Telehealth Included
  • Phone Support
Calculate your cost View full pricing

Is IntakeQ worth the price?

Good value

IntakeQ's pricing is fair, offering a clear progression from basic forms to comprehensive practice management.

It's best for small to medium-sized healthcare practices and individual practitioners seeking an all-in-one solution.

Full IntakeQ pricing: every plan, hidden costs and alternatives

How IntakeQ's pricing compares

At $29.90/mo, billed monthly, IntakeQ is mid-range of its 2 comparable direct competitors ($20 to $39/mo across the set).

Acuity Scheduling
$20
IntakeQ
$29.90
Jotform
$39

Entry paid plan, monthly price, billed monthly. Pricing checked Nov 1, 2026.

Email me when IntakeQ changes its price

One email per change, found on the vendor's own pricing page. Unsubscribe any time.

Recent pricing updates

Changes we detected on the IntakeQ pricing page.

  • Practice Management (Low Volume) went from $54.90 to $59.90 a month; Forms Only went from $49.90 to $54.90 a month; Practice Management went from $79.90 to $84.90 a month.

IntakeQ by the numbers

Toolradar data: IntakeQ's entry paid plan ($29.90/mo, billed monthly) ranks #10 of 16 for price among the E-Signature tools with a verified entry price and no stated unit, where the median is $22.50/mo. As of Nov 2026.

IntakeQ compared with 64 E-Signature tools on Toolradar, as of Nov 2026
Metric IntakeQ Peer median Position (1 is best)
Entry paid plan $29.90/mo, billed monthly $22.50/mo #10 of 16 tools with no stated price unit, verified price
Free plan No 42% have one n/a
User rating 4.5/5 (across the web, 337 ratings) 4.5/5 #20 of 40 (joint) tools with 20+ reviews

Each position is counted among the tools that have data for that row, as noted under it. A lower entry price ranks higher; prices are read on vendor pages and compared only with tools priced on the same basis. All E-Signature data · How we compute this. Advertising and placement fees are not inputs to any position.

Cite this: Toolradar, “IntakeQ by the numbers”, Nov 2026.

Reviews

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4.5/5

Across 337 verified user reviews on Capterra, G2

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Best IntakeQ Alternatives

Top alternatives based on features, pricing, and user needs.

Jotform logo
Jotform Freemium

Build any form with 10,000+ templates and advanced features

4.7
Acuity Scheduling logo
Acuity Scheduling Paid

Appointment scheduling by Squarespace

4.7
See all form builders tools →

Still deciding?

Most buyers shortlist 2 or 3 tools before committing. Pull a side-by-side comparison or browse the full alternatives shortlist below.

IntakeQ vs Jotform Head-to-head: features, pricing, who wins IntakeQ vs Acuity Scheduling Head-to-head: features, pricing, who wins

Explore More

IntakeQ FAQ

How does IntakeQ help healthcare professionals collect patient information securely?

IntakeQ allows healthcare professionals to build customizable, smart forms using a drag-and-drop builder with no coding required. The platform supports medical histories, new patient registrations, and specialized assessments, and it ensures HIPAA compliance for handling sensitive client data. Forms can be sent via SMS or email to improve completion rates, and the system provides real-time tracking through an insights dashboard.

How does IntakeQ compare to Jotform for client intake in a medical practice?

IntakeQ is specifically designed for healthcare and wellness professionals, with built-in HIPAA compliance for sensitive client data, whereas Jotform is a general-purpose form builder. IntakeQ also includes practice management features like secure electronic signatures and real-time data monitoring through an insights dashboard, which are tailored to clinical workflows.

What are the main limitations or trade-offs of using IntakeQ?

Based on the provided facts, no specific limitations or trade-offs are identified for IntakeQ. The platform is described as comprehensive for client intake, with strengths in security, conditional logic, and communication, but users should evaluate if its focus on healthcare and wellness aligns with their specific needs.

Which teams or practices benefit most from using IntakeQ?

IntakeQ is best suited for healthcare and wellness professionals, such as medical practices, therapists, and clinics, who need to collect sensitive client data efficiently and securely. It is ideal for teams that want to automate and digitize their intake process, reduce administrative burden, and ensure HIPAA compliance.

How is IntakeQ priced?

IntakeQ is a paid product and does not offer a permanently free tier. The pricing model is subscription-based, with details available on the provider's site, and it is designed for professionals who need secure, customizable online forms for client intake.

Can IntakeQ send forms via SMS or email to improve client completion rates?

Yes, IntakeQ enables forms to be sent via SMS or email, which helps improve completion rates by making it easy for clients to access and submit their information. This feature enhances communication and streamlines the intake process for practitioners.

Does IntakeQ support conditional logic in its forms?

Yes, IntakeQ enhances data collection accuracy with conditional logic, allowing forms to show or hide questions based on previous answers. This smart functionality helps practitioners capture only relevant details and reduces client effort during intake.

What kind of form types can be built with IntakeQ's drag-and-drop builder?

IntakeQ's drag-and-drop builder supports a variety of form types, including medical histories, specialized assessments, new patient registrations, questionnaires, and surveys. The builder requires no coding, making it easy for practitioners to create customized forms for their specific needs.

How does IntakeQ pricing compare with other E-Signature tools?

IntakeQ's entry paid plan ($29.90/mo, billed monthly) ranks #10 of 16 for price among the E-Signature tools with a verified entry price and no stated unit, where the median is $22.50/mo. Prices are read on each vendor's own pricing page and compared only with tools priced on the same basis. Source: Toolradar, Nov 2026.

Source: intakeq.com

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