IntakeMaster

Intelligent Intake Automation

Streamline client onboarding with AI-powered voice intake, smart templates, and conversation recording. Capture data effortlessly and let automation handle the rest.

Everything you need for modern intake

From voice recording to AI-powered data extraction, IntakeMaster gives your team the tools to work smarter.

AI Voice Intake

Record conversations and let AI extract structured data automatically. Hands-free data collection for busy professionals.

Smart Templates

Build dynamic intake forms with conditional logic and natural language rules. No coding required.

Conversation Recording

Capture client conversations with automatic transcription and speaker detection. Never miss a detail.

OCR Upload

Upload documents and images. Our AI extracts text and populates your intake forms automatically.

AI Assistant

Ask questions about your intake data, get summaries, and receive intelligent recommendations.

Analytics

Track intake volume, completion rates, processing times, and team performance with real-time dashboards.

Simple, transparent pricing

Start free and scale as your team grows. No hidden fees.

Starter

For small teams getting started with digital intake.

$29/month
  • Up to 100 intakes/month
  • 5 templates
  • Basic analytics
  • Email support
  • 1 user seat
Get Started
Most Popular

Professional

For growing teams that need advanced automation.

$79/month
  • Unlimited intakes
  • Unlimited templates
  • AI Voice Intake
  • OCR uploads
  • Advanced analytics
  • Priority support
  • 10 user seats
Get Started

Enterprise

For organizations with compliance and scale requirements.

$199/month
  • Everything in Professional
  • HIPAA & GDPR compliance
  • Custom integrations
  • Dedicated account manager
  • SSO / SAML
  • Unlimited user seats
  • SLA guarantee
Get Started

All plans include a 14-day free trial. All features unlocked during trial.