One paid plan

The templates and checklists are free forever, worked figures and all. Clipboardo Pro is the record behind them: every submitted intake filed against the patient or client with a status from received to accepted, the intake documents rendered from it, your own branding, and export. One plan, one price, the whole practice on it.

Free

$0 Free to use. No account, no card, no trial clock.


  • The intake's paperwork rendered from the record
  • Print the completed intake as it stands
  • Saved messages for the chase, sent in two clicks
Use the free tools

Do you need a whole practice management suite instead?

If you want scheduling, notes, billing and telehealth in one system, buy a practice management suite and take intake as one of its modules. Clipboardo is for the practice that wants intake fixed without replatforming everything else: it does intake, and only intake.

For scale: IntakeQ, the intake specialist this category is priced against, lists Forms Only at $54.90 per month plus $20 per additional practitioner, and Practice Management at $84.90 per month plus $30 per additional practitioner (intakeq.com/pricing, read 4 September 2026). Each figure is licensed in research/data/claims.tsv.

Start Clipboardo ProKeep every intake filed