Intake forms & lead intake for small businesses

Acuity Scheduling

Starter $16/mo annual ($20 monthly); Standard $27 ($34); 7-day trial

Appointment scheduling with intake forms and payments.

Book & rescheduleIntake & forms

Alert Communications

Basic $240/mo (100 minutes); Advanced $590/mo; pay-as-you-go $2.50/min

24/7 legal intake and answering service for law firms.

AI receptionist & after-hours callsIntake & forms

Captorra

No public pricing

Legal intake management software for tracking leads to signed cases.

Intake & forms

Chatbase

Hobby $32/mo billed yearly ($40 monthly)

Build AI chatbots trained on your own content.

Intake & formsInternal automation & agents

Crisp

Mini $45/mo per workspace; Essentials $95/mo; free plan features referenced

Customer messaging platform with chatbot and shared inbox.

Intake & formsFollow-up & client updates

CustomGPT.ai

Standard $99/mo; Premium $499/mo; 7-day trial

No-code custom AI agents trained on business content.

Intake & formsInternal automation & agents

Docketwise

Basic $80/user/mo billed yearly ($90 monthly); Pro $100; Advanced $120

Immigration case management with smart forms and client questionnaires.

Run the business (all-in-one ops)Documents, drafting & e-signIntake & forms

Eve

No public pricing

AI platform for plaintiff law firms: intake, medical chronologies and drafting.

Documents, drafting & e-signIntake & forms

Fillout

Free forever; Starter $15/mo annualFree tier

Form builder with integrations.

Intake & forms

Gavel

Lite $83/mo; Standard $210; Pro $290; Scale from $417

No-code document automation and client intake workflows for lawyers.

Documents, drafting & e-signIntake & forms

IntakeQ

Forms Only $54.90/mo; Practice Management $84.90/mo

Online intake forms, scheduling and practice management.

Intake & formsBook & reschedule

Intaker

No public pricing

AI website chat and intake for law firms.

Intake & formsAI receptionist & after-hours calls

Intercom

Helpdesk $19/seat/mo + Fin AI Agent $0.99/outcome; Advanced $85/seat

AI customer service agent and helpdesk.

Intake & formsFollow-up & client updates

Josef

No public pricing

No-code platform to build legal chatbots, intake and document automation.

Internal automation & agentsDocuments, drafting & e-signIntake & forms

Jotform

Free plan; paid prices not in snapshot textFree tier

Online forms, including HIPAA-ready forms and AI agents.

Intake & forms

Law Ruler

Custom quote; no free version

Legal intake and CRM software with marketing automation.

Intake & formsCRM & pipeline

LawDroid

Copilot $25/user/mo; Builder $99/user/mo

AI copilot and chatbot builder for legal professionals.

Intake & formsInternal automation & agentsDocuments, drafting & e-sign

Lawmatics

No public prices; demo

Legal CRM and intake automation: lead capture, follow-up campaigns and e-sign.

Intake & formsCRM & pipelineFollow-up & client updates

LiveChat

Essential $19/user/mo billed annually

Live chat software for websites.

Intake & forms

Luma Health

No public pricing

Patient access platform: scheduling, reminders, intake and AI.

Book & rescheduleFollow-up & client updatesIntake & forms

Mend

Package pricing; no dollar amounts in snapshot

Telehealth and patient engagement with digital intake.

Book & rescheduleIntake & forms

MyCase

Basic $50/user/mo billed annually ($60 monthly); Pro $100 ($120)

Legal case management with billing, payments, client portal and intake.

Run the business (all-in-one ops)Invoicing & collectionsIntake & forms

MySmartMove (TransUnion)

Package prices not rendered in snapshot; free landlord account

Tenant screening with credit, criminal and eviction reports.

Intake & forms

NexHealth

No public prices; demo

Online booking, forms, reminders and patient messaging synced with the EHR.

Book & rescheduleIntake & formsFollow-up & client updates

Ngage Live Chat

No public pricing

24/7 live chat with human agents for law firm websites.

Intake & forms

Paperform

Free forever plan; paid tiers availableFree tier

Form builder with payments and booking.

Intake & forms

Phreesia

No public prices

Patient intake, registration and payments platform.

Intake & forms

RentPrep

Package prices not in snapshot text; add-ons from $10

Tenant screening services for landlords.

Intake & forms

SimplePractice

Starter $49/mo (50% off first 3 months promo); Essential $79/mo

Practice management and EHR for private practice clinicians.

Run the business (all-in-one ops)Book & rescheduleIntake & forms

Smith.ai

Free forever 25 calls/mo (AI); receptionist plans from $300/mo (30 calls), $810/mo (90 calls)Free tier

AI and human virtual receptionists that answer calls, chats and qualify leads.

AI receptionist & after-hours callsIntake & formsBook & reschedule

Snappt

No public prices

Fraud detection for applicant income documents.

Intake & forms

Soraban

No pricing page found

Tax practice client intake, document collection and workflow.

Intake & formsDocuments, drafting & e-sign

Tally

Free; Pro $24/mo; Business $74/moFree tier

Free form builder.

Intake & forms

Tenant Turner

Annual plans from $1.17/unit; Pro $42.50 per listing

Lead prequalification and showing scheduling for property managers.

Book & rescheduleIntake & forms

Tidio

Starter $24.17/mo (100 conversations); Growth from $49.17; 7-day trial

Live chat and AI chatbot for websites.

Intake & formsFollow-up & client updates

Typeform

Paid plans; one plan shown at $266/mo after 14-day trial; base tier not clearly parsed

Conversational forms and surveys.

Intake & forms

YAPI

Prices not in snapshot text

Dental paperless forms, reminders and two-way texting.

Intake & formsFollow-up & client updates

Zillow Rental Manager

Free to start; listing fees varyFree tier

List rentals on Zillow, screen applicants and collect rent.

Get found (SEO / AI search / local)Intake & forms

Zoho Forms

Free form builder plan; paid prices not in snapshot textFree tier

Online form builder.

Intake & forms