Company lists · Data refreshed September 2026
Top 25 Intake management software companies based in the United States
RevenueBase identified 91 intake management software companies headquartered in the United States as of September 2026 and tracks 753 professional contacts across them, including 252 with verified work emails and 279 with mobile numbers. New York is the largest hub.
This list covers intake management software companies headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 4, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest intake management software companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 84 contacts → | ||||
Indirect evidence “SRS Web Solutions is a leading healthcare SaaS technology company specializing in digital healthcare documentation for the medical, dental, and veterinary industries.” Source: RevenueBase Database · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 2 | 72 contacts → | ||||
Indirect evidence “For more than 30 years, Interlace Health (formerly FormFast) has pioneered EHR-integrated eForms, eSignature, and workflow technology.” Source: RevenueBase Database · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 3 | 42 contacts → | ||||
Partial evidence “Casebook PBC is the innovator of human services software that improves outcomes for organizations and the people they serve.” Source: RevenueBase Database · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 4 | 40 contacts → | ||||
Partial evidence “NextPatient builds software for a superior patient experience.” Source: RevenueBase Database · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 5 | 32 contacts → | ||||
Partial evidence “Global Vision Technologies, Inc,(GVT) is a leading provider of web-based, information management solutions that help healthcare organizations and human services agencies better…” Source: RevenueBase Database · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 6 | 26 contacts → | ||||
Partial evidence “SDY Technologies LLC is a trailblazing software company that leverages cutting-edge technology to create dynamic and efficient solutions for healthcare and legal industries.” Source: RevenueBase Database · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 7 | 24 contacts → | ||||
Indirect evidence “Recognized by the ABA as one of the leading innovators in legal tech, SimplyConvert’s client-centered approach gives today’s legal consumers the instant legal guidance they…” Source: RevenueBase Database · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 8 | 15 contacts → | ||||
Strong evidence “deTASO is a practice management software solution created to help you manage your practice more effectively and efficiently.” Source: RevenueBase Database · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 9 | 15 contacts → | ||||
Indirect evidence “We’re on a mission to revolutionize healthcare operations, focusing specifically on the therapy practices.” Source: RevenueBase Database · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 10 | 13 contacts → | ||||
Indirect evidence “Contact Center Document Automation for Salesforce.” Source: RevenueBase Database · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 11 | 11 contacts → | ||||
Partial evidence “At Nth Degree, we are redefining how law firms do business by providing customized software solutions that streamline operations and increase efficiency.” Source: RevenueBase Database · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 12 | 10 contacts → | ||||
Strong evidence “The Dietary Food Management (DFM) System is a fully integrated diet office, room service, production, catering, point-of-sale and nutritional care software system.” Source: RevenueBase Database · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 13 | 10 contacts → | ||||
Strong evidence “Phreesia is the nation's leading patient intake management solution.” Source: RevenueBase Database · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 14 | 10 contacts → | ||||
Indirect evidence “Versivo provides world class information technology products and services that help our clients Compete.” Source: RevenueBase Database · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 15 | 8 contacts → | ||||
Partial evidence “LincWare develops software solutions to help senior care organizations do more with less so they can focus on what matters instead of wasting valuable time & resources doing work…” Source: RevenueBase Database · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 16 | 8 contacts → | ||||
Indirect evidence “Solutions for the Healthcare Industry.” Source: RevenueBase Database · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 17 | 7 contacts → | ||||
Indirect evidence “ParaDocs Health challenges the status quo of delivering value to everyone along the patient's healthcare journey.” Source: RevenueBase Database · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 18 | 6 contacts → | ||||
Indirect evidence “Our team has over 20+ years of experience in building and scaling law firms from the inside out.” Source: RevenueBase Database · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 19 | 6 contacts → | ||||
Strong evidence “Captorra is the legal industry's leading case management and intake application.” Source: RevenueBase Database · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 20 | 6 contacts → | ||||
Partial evidence “Alinea is a game-changing software that complements your EMR.” Source: RevenueBase Database · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 21 | 6 contacts → | ||||
Indirect evidence “LegalBridge transforms immigration law firms into AI-native powerhouses.” Source: RevenueBase Database · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 22 | 6 contacts → | ||||
Partial evidence “Behavior Health CRM that helps intake teams manage their new client engagement process.” Source: RevenueBase Database · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 23 | 6 contacts → | ||||
Indirect evidence “Protean designs, develops & provides innovative cloudware solutions for healthcare and public service entities.” Source: RevenueBase Database · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 24 | 6 contacts → | ||||
Partial evidence “PYRAMOS is a software engineering company focused on creating data-driven business solutions for the public and private healthcare sectors.” Source: RevenueBase Database · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 25 | 6 contacts → | ||||
Strong evidence “VISI-HEALTH SOFTWARE is the developer of Home Healthcare Assistant, an innovative visitation management tool for contract therapy companies who contract with physical…” Source: RevenueBase Database · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: intake management software companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names intake management software companies.
- Partial evidence
- Its own public description names part of intake management software companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name intake management software companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 91 intake management software companies based in the United States
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Intake management software companies based in the United States at a glance
As of Sep 4, 2026Companies by employee count
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among intake management software companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in the United States whose own description of what they do matches “intake management software companies”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names intake management software companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among intake management software companies, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 252 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 4, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names intake management software companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many intake management software companies are there based in the United States?
RevenueBase identified 91 intake management software companies headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
SRS WEB Solutions, INC, headquartered in Ramsey, tops this list with the largest team on record.
Which city has the most intake management software companies?
New York leads with 8 headquartered companies, followed by San Francisco (4) and Las Vegas (3).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 252 verified decision-maker contacts tracked across these 91 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 4, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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