Done For You setup
Get one branded hosted intake live from €299 setup, including operator email and a generated document summary.
Pricing
Start on a client WordPress site, move to IntakeFlow Cloud when you want hosted links, files, catalogs, quotas, and team review, or ask us to ship the first workflow with you.
Start free — 15-day trial on Starter or Cloud, no card required.
IntakeFlow Free · IntakeFlow Starter from €21/month · IntakeFlow Cloud PRO from €39/month
Done For You setup
Get one branded hosted intake live from €299 setup, including operator email and a generated document summary.
Dynamic catalogs
Products, prices, service slots, options, and members become reusable data instead of static choices.
Agency pilot
Agencies can validate IntakeFlow on 1 to 3 client workflows before committing to a larger plan.
Fast decision
Install today
You want to validate one client-site workflow with the bundled starter before buying anything.
Sell client-site delivery
You need to package workflows for client-owned sites and keep the operations inside the delivered site.
Avoid client-site ops
You want IntakeFlow to host the public link, submissions, files, catalogs, quotas, and operator review.
Not ready to choose a plan?
If the buyer is still comparing paths, scope one real workflow first. Hosted pilots start from €299 setup; client-site delivery starts from €790 setup.
IntakeFlow Free
Validate the portal experience on a real client site.
IntakeFlow Starter
Ship production workflow packs inside client sites.
IntakeFlow Cloud
Ask IntakeFlow to host links, catalogs, files, inbox, quotas, and review.
Best when you want to test the intake experience before buying or rolling out a hosted workflow.
Best for agencies and teams that need custom document portals and Cloud access.
Starter plan · WordPress export/activation & Cloud access
15-day free trial · no card required
Best when the client does not want client-site operations, or when your team needs shared review, quotas, audit, and file handling in Console.
Cloud PRO at €39/month · Cloud ENTERPRISE available
15-day free Cloud trial · hosted links + inbox · no card
Cloud pricing
Starter is enough to validate one site-hosted workflow. Cloud PRO adds hosted operations, payments, and webhooks. Enterprise is the path for organizations requiring team management.
WordPress & Cloud
Best for creators who want WordPress ZIP export & activation plus Cloud features.
Most popular
Best for professionals, freelancers, and agencies with regular client document collection needs.
For organizations
For organizations managing large volumes of client files and requiring team management.
Why teams upgrade
Reuse proven intake flows instead of rebuilding each project from scratch.
Package document portals as a premium delivery service for client onboarding.
Give clients a cleaner, more structured way to send documents and complete intake.
Compare plans
Start with IntakeFlow Free if you only need the bundled portal. Upgrade to IntakeFlow Starter for client-site delivery, or choose IntakeFlow Cloud when the hosted operations layer should live in Console.
FAQ
Yes. IntakeFlow Free is the easiest way to try the document portal experience on your own client site. You can install the bundled starter, upload custom workflow ZIPs, test the intake flow, and only upgrade when you need advanced fields, Console Sync, or workflow customization.
IntakeFlow Starter adds Visual Builder online (limit to 3 projects), WordPress export/activation + Cloud access (100 submissions/month, 100 MB secure storage), Customize Workflow directly from the client-site admin, Console Sync, specialized runtime features, and automatic updates.
Catalogs are the strongest Cloud feature: products, prices, service slots, dates, and member lists can be reused across workflows instead of being hardcoded into static request pages. IntakeFlow Starter has full Cloud access to integrate catalogs.
IntakeFlow Cloud is for teams that want IntakeFlow to host the public workflow link, submission inbox, files, quotas, catalogs, and operator review. Starter includes 3 projects, 100 submissions/month and 100 MB storage, Cloud PRO starts at €39/month for 1,000 submissions/month and 10 GB storage, and Cloud ENTERPRISE is €149/month.
Yes. Done For You setup starts at €299 for a hosted workflow and from €790 for client-site delivery. It is the fastest way to get the first workflow live and reusable.
Yes. It is a monthly subscription, which includes all updates, Visual Builder access, client-site runtime features, and Cloud access.
Yes — plans have a 15-day free trial, no card required. Start the Starter trial to test the plugin and Cloud features (the 15-day clock starts at first activation), or start the Cloud trial for hosted links and the submission inbox.
IntakeFlow Starter is built for accounting firms and agencies that need repeatable client document intake and basic Cloud hosting with less back-and-forth.
Yes. Larger teams can move toward Cloud PRO or ENTERPRISE for higher quotas, team workspace access, and managed rollout.
Yes. The Starter license covers one production client site per subscription, which makes it practical for client delivery and internal use.
You are covered by a 30-day money-back guarantee. If it does not fit your workflow, email hello@intakeflow.dev within 30 days.
Ready to build?
If you just want to test the experience, start free. If you want to build custom client portals you can reuse and sell, Pro is the right move.