Tool profile
IntakeQ: cost, fit and limits
IntakeQ is a client intake and practice management platform made by IntakeQ US, LLC that provides online forms, e-signatures, treatment notes, scheduling, payments and a client portal, sold as Forms Only or full Practice Management.
What to know first
IntakeQ splits its pricing between forms and practice management. Forms Only (low volume) is $29.90 per month for 10 submissions, Forms Only is $54.90, Practice Management (low volume) is $59.90 and Practice Management is $84.90, billed monthly with no contract and a 14-day trial. Additional practitioners cost $10 to $30 each. No AI feature is named on the pricing page, though the homepage menu links an AI Form Builder with no description.
IntakeQ at a glance
| Maker | IntakeQ US, LLC, United States |
|---|---|
| Free plan | Free trial only |
| Entry price | $29.90 per month |
| API access | Yes |
| Category | Best AI Therapy Practice Management Software in 2026, rank 9 of 12 |
| Website | intakeq.com |
Who IntakeQ is best for
Paperwork-heavy practices
Forms Only includes unlimited templates, branded forms, attachments, reminders and client and provider e-signatures, built for practices that live on consent and intake documents.
Clinics adding scheduling later
A practice can start with forms and later move to Practice Management, which adds a booking widget, automated intake, payments and telehealth.
Teams that connect other systems
The homepage lists a developer API, Zapier, Dropbox, Google Drive, SRFax, Elation and RevolutionEHR among its integrations, so records can flow to other systems.
IntakeQ plans and pricing
| Plan | Price | What it includes |
|---|---|---|
| Forms Only (low volume) | $29.90 per month | Form features limited to 10 form submissions a month, with additional practitioners at $10 each; the lowest published price in this ranking. |
| Forms Only | $54.90 per month | Unlimited templates, custom branded forms, e-signatures, reminders, SOAP notes, document sharing, exports and a HIPAA BAA; extra practitioners $20. |
| Practice Management (low volume) | $59.90 per month | Up to 25 appointments and 25 client form submissions per 30 days per practitioner; extra practitioners are $25 each. |
| Practice Management | $84.90 per month | Appointments, reminders, booking widget, automated intake, portal, payments, recurring payments, claims, superbills, tasks and telehealth; extra practitioners $30. |
Checked November 2026.
What IntakeQ does
- Form library
- Unlimited form templates with branding, attachments and reminders let a practice build its own intake packet, then send reminders until clients have completed and signed everything.
- Treatment notes
- SOAP and other treatment note formats are available from Forms Only, so charting does not require the higher tier or a scheduling system alongside it.
- Exports
- Documents export to PDF, CSV or Dropbox, and e-faxing options connect through SRFax, which gives a practice several ways to move records out of the system.
- Practice Management tier
- Practice Management adds appointment management, a booking widget, a secure portal, invoices, recurring payments, claims, superbills and telehealth to the forms base. Each of these needs the $84.90 tier.
- AI Form Builder
- Linked from the homepage navigation, with no capability or data use described on the pages opened, so its function and AI provider remain unverified here.
How IntakeQ handles your data
The privacy notice says the company is based in the U.S. and that information may be transferred to, processed, stored and used in the U.S. and other jurisdictions, without naming a hosting region. Retention is as long as is necessary to complete the purposes, with no specific periods. Patient data is governed by each clinic's service agreement rather than the notice, and the notice does not say whether data trains AI models. Badges for HIPAA, PIPEDA and GDPR are shown without certificates, and the pricing page lists a HIPAA BAA in Forms Only.
Where IntakeQ falls short in practice
- . The low-volume plans stop at 10 form submissions or at 25 appointments and 25 submissions per 30 days per practitioner, so busy clinicians outgrow them fast.
- . Additional practitioners add $10 to $30 each by plan, so a five-clinician Practice Management group pays $84.90 plus roughly $120 more every month. Budget for that before choosing the tier.
- . No AI scribe or summary feature appears on the pricing page, and the AI Form Builder is not explained, so AI buyers must ask what exists.
Works with
Alternatives to IntakeQ
IntakeQ: common questions
What is the difference between IntakeQ Forms Only and Practice Management?
Forms Only covers form templates, e-signatures, treatment notes, document sharing and exports from $54.90 per month. Practice Management at $84.90 adds appointments, a portal, payments, claims, superbills and telehealth. Each has a cheaper low-volume version. Extra practitioners are priced separately.
Does IntakeQ have an AI scribe?
The pricing page names no AI feature. The homepage navigation links an AI Form Builder, but the pages opened do not describe what it does or how it handles data. Buyers wanting AI note drafting should ask IntakeQ directly or compare the ranked alternatives.
How much are additional practitioners on IntakeQ?
They cost $10 per month on Forms Only (low volume), $20 on Forms Only, $25 on Practice Management (low volume) and $30 on Practice Management. The pricing page shows these as monthly amounts for each extra practitioner. The amounts are monthly, per extra practitioner.
Does IntakeQ sign a HIPAA business associate agreement?
The pricing page lists a HIPAA BAA among the Forms Only features, and the site shows HIPAA, PIPEDA and GDPR badges without certificates. The privacy notice says patient data is governed by each clinic's service agreement, not the notice. Ask whether a BAA is available for you.
Can I export my data from IntakeQ?
Forms Only lists export to PDF, CSV or Dropbox, and the homepage lists a developer API and Zapier. The pages opened do not describe a bulk export of every record, so ask for one before committing. A full export should be tested during the trial.