Which Intake Matters package is right for you?


If you are a small office, this is perfect for you. Intake Lite is designed for the firm with 1-2 users looking for a place to store their data. Intake Lite provides you with the form to input the standard data, a place to store contacts, and our standard questionnaires to keep consistency around working with potential clients. We will host your system with the Intake Matters Lite version, and you will have access to Online Support.
Sign up now for a free 1 month trial!


If you want more functionality, or are a bigger office, Intake Matters SMB is the right fit for you. SMB supports unlimited users and provides you with up to 5 Custom Questionnaires, a Custom Form Builder, Funnels, Dictionaries, Contacts, Dashboards, up to 5 Workflows and Billing. With SMB, you have the ability to send SMS, Sync Calendars, and Import Leads. We will host your system, and you will have access to Phone and Online Support.


Our most robust version of Intake Matters includes all the SMB functionality as well as up to 15 Custom Questionnaires, Unlimited Lead Imports, Custom Dashboards, Data Migration, and up to 15 Workflows. With Intake Matters Enterprise, you have access to Online and Phone Support, as well as free online training. We will host your system, or if you prefer to keep it onsite, you can for an additional fee.
Version Lite (Free Trial Start Today) SMB Contact Us Enterprise Contact Us
Intake Form S S S
Email Templates S (Pre-Packaged) S S
Calendar Sync N/A S* S*
E-Signing N/A S* S*
Pre-Built Questionnaire’s S (Pre-Packaged) S
Custom Questionnaire’s N/A S / 5 Included S / 15 Included
Pre-Built Form’s N/A S S
Custom Form Builder N/A S S
Lead Import API N/A S / Unlimited S / Unlimited
Lead Import Parsing N/A S / 5 Included S / 10 Included
Case Mgmt Connectivity N/A TW Hosted Incl. S
Call Center Connectivity N/A 1 / Addt’l Opt. S
Funnel N/A S S
Dictionaries N/A S S
Contacts S S S
Dashboards N/A S S
Dialer N/A Opt. S*
Chat N/A Opt. S
Recent Activity N/A S S
Billing N/A S**** S****
Minimum Users 1 2 5
Maximum Users 2 Unlimited Unlimited
Custom Developed Dashboard N/A Opt. S
Workflows N/A S / 5 Included S / 15 Included
Data Migration N/A N/A S
Support Options
Online Support S S S
Phone Support N/A Opt. S
Training Online N/A Opt. S
Training Onsite N/A Opt. Opt.
Hosting Options
Hosted S S S
On Premise N/A N/A Opt.
Trial – Additional Notes
S* – Requires an additional monthly connector service
S** – Require optional services to setup
S*** – Require optional services to setup additional lead vendors
S**** -To process payments you must have a connector / acct to the Authorize.net
Opt. – Available for an additional fee

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