Company lists · Data refreshed September 2026
Top 25 Intake management software companies based in the United States
RevenueBase identified 91 company matches for intake management software companies associated with 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 company matches for intake management software companies associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 4, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 → | ||||
Exact match “SRS Web Solutions is a leading healthcare SaaS technology company specializing in digital healthcare documentation for the medical, dental, and veterinary industries.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 2 | 72 contacts → | ||||
Exact match “For more than 30 years, Interlace Health (formerly FormFast) has pioneered EHR-integrated eForms, eSignature, and workflow technology.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 3 | 42 contacts → | ||||
Exact match “Casebook PBC is the innovator of human services software that improves outcomes for organizations and the people they serve.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 4 | 40 contacts → | ||||
Exact match “NextPatient builds software for a superior patient experience.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 5 | 32 contacts → | ||||
Exact match “Global Vision Technologies, Inc,(GVT) is a leading provider of web-based, information management solutions that help healthcare organizations and human services agencies better…” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 6 | 26 contacts → | ||||
Exact match “SDY Technologies LLC is a trailblazing software company that leverages cutting-edge technology to create dynamic and efficient solutions for healthcare and legal industries.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 7 | 24 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 8 | 15 contacts → | ||||
Exact match “deTASO is a practice management software solution created to help you manage your practice more effectively and efficiently.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 9 | 15 contacts → | ||||
Exact match “We’re on a mission to revolutionize healthcare operations, focusing specifically on the therapy practices.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 10 | 13 contacts → | ||||
Exact match “Contact Center Document Automation for Salesforce.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 11 | 11 contacts → | ||||
Exact match “At Nth Degree, we are redefining how law firms do business by providing customized software solutions that streamline operations and increase efficiency.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 12 | 10 contacts → | ||||
Exact match “The Dietary Food Management (DFM) System is a fully integrated diet office, room service, production, catering, point-of-sale and nutritional care software system.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 13 | 10 contacts → | ||||
Exact match “Phreesia is the nation's leading patient intake management solution.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 14 | 10 contacts → | ||||
Exact match “Versivo provides world class information technology products and services that help our clients Compete.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 15 | 8 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 16 | 8 contacts → | ||||
Exact match “Solutions for the Healthcare Industry.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 17 | 7 contacts → | ||||
Exact match “ParaDocs Health challenges the status quo of delivering value to everyone along the patient's healthcare journey.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 18 | 6 contacts → | ||||
Exact match “Our team has over 20+ years of experience in building and scaling law firms from the inside out.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 19 | 6 contacts → | ||||
Exact match “Captorra is the legal industry's leading case management and intake application.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 20 | 6 contacts → | ||||
Exact match “Alinea is a game-changing software that complements your EMR.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 21 | 6 contacts → | ||||
Exact match “LegalBridge transforms immigration law firms into AI-native powerhouses.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 22 | 6 contacts → | ||||
Exact match “Behavior Health CRM that helps intake teams manage their new client engagement process.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 23 | 6 contacts → | ||||
Exact match “Protean designs, develops & provides innovative cloudware solutions for healthcare and public service entities.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 24 | 6 contacts → | ||||
Exact match “PYRAMOS is a software engineering company focused on creating data-driven business solutions for the public and private healthcare sectors.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 25 | 6 contacts → | ||||
Exact match “VISI-HEALTH SOFTWARE is the developer of Home Healthcare Assistant, an innovative visitation management tool for contract therapy companies who contract with physical…” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “intake management software companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 91 intake management software companies based in the United States
See the full list, filter by size, metro and specialty, and access 252 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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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
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with the United States whose business descriptions match “intake management software companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 252 professional contacts with verified work emails across the full matched dataset. 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.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “intake management software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many intake management software companies are there based in the United States?
RevenueBase identified 91 company matches for intake management software companies associated with the United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
SRS WEB Solutions, INC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most intake management software companies?
New York leads with 8 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 252 professional contacts with verified work emails tracked across these 91 companies; direct dials are available where recorded.
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.
Ready to reach these companies? Verified emails and direct dials for all 91 intake management software companies based in the United States. Start with a free account, no credit card.
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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 SmartSearch, 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.
More company lists
- All company lists
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- New lists
- Intake management software companies based in Canada
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
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Company intelligence · public preview
Top 25 intake management software companies based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 91 matching company records for intake management software companies based in the United States, with 753 tracked contacts and 252 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 4, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 intake management software companies based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  SRS WEB Solutions, INCsrswebsolutions.comHQ: Ramsey, MN, United StatesReported employees: 51-200 | Ramsey, MN, United States | 51-200 | Exact match | 84 contacts → |
“SRS Web Solutions is a leading healthcare SaaS technology company specializing in digital healthcare documentation for the medical, dental, and veterinary industries.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Interlace Healthinterlacehealth.comHQ: St. Louis, MO, United StatesReported employees: 51-200 | St. Louis, MO, United States | 51-200 | Exact match | 72 contacts → |
“For more than 30 years, Interlace Health (formerly FormFast) has pioneered EHR-integrated eForms, eSignature, and workflow technology.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Casebook PBCcasebook.netHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 42 contacts → |
“Casebook PBC is the innovator of human services software that improves outcomes for organizations and the people they serve.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Nextpatientnextpatient.coHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 40 contacts → |
“NextPatient builds software for a superior patient experience.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Global Vision Technologiesglobalvisiontech.comHQ: St. Louis, GA, United StatesReported employees: 11-50 | St. Louis, GA, United States | 11-50 | Exact match | 32 contacts → |
“Global Vision Technologies, Inc,(GVT) is a leading provider of web-based, information management solutions that help healthcare organizations and human services agencies better…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  SDY Technologies LLCsdyusa.comHQ: Lyndhurst, United StatesReported employees: 11-50 | Lyndhurst, United States | 11-50 | Exact match | 26 contacts → |
“SDY Technologies LLC is a trailblazing software company that leverages cutting-edge technology to create dynamic and efficient solutions for healthcare and legal industries.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Simplyconvertsimplyconvert.comHQ: Edwardsville, IL, United StatesReported employees: 51-200 | Edwardsville, IL, United States | 51-200 | Exact match | 24 contacts → |
“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…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Detasodetaso.com HQ: Conway, AR, United StatesReported employees: 11-50 | Conway, AR, United States | 11-50 | Exact match | 15 contacts → |
“deTASO is a practice management software solution created to help you manage your practice more effectively and efficiently.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Solum Health YC 22getsolum.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 15 contacts → |
“We’re on a mission to revolutionize healthcare operations, focusing specifically on the therapy practices.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Zpaperzpaper.comHQ: Roswell, GA, United StatesReported employees: 11-50 | Roswell, GA, United States | 11-50 | Exact match | 13 contacts → |
“Contact Center Document Automation for Salesforce.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  NTH Degree Technologies Corpnthcorp.comHQ: Boca Raton, FL, United StatesReported employees: 11-50 | Boca Raton, FL, United States | 11-50 | Exact match | 11 contacts → |
“At Nth Degree, we are redefining how law firms do business by providing customized software solutions that streamline operations and increase efficiency.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  DFMdfmsoft.comHQ: Clive, IA, United StatesReported employees: 11-50 | Clive, IA, United States | 11-50 | Exact match | 10 contacts → |
“The Dietary Food Management (DFM) System is a fully integrated diet office, room service, production, catering, point-of-sale and nutritional care software system.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Phreesia Life Scienceslifesciences.phreesia.com HQ: Wilmington, DE, United StatesReported employees: 501-1,000 | Wilmington, DE, United States | 501-1,000 | Exact match | 10 contacts → |
“Phreesia is the nation's leading patient intake management solution.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Versivoversivo.comHQ: Gainesville, VA, United StatesReported employees: 11-50 | Gainesville, VA, United States | 11-50 | Exact match | 10 contacts → |
“Versivo provides world class information technology products and services that help our clients Compete.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Lincwarelincware.comHQ: East Rochester, NY, United StatesReported employees: 11-50 | East Rochester, NY, United States | 11-50 | Exact match | 8 contacts → |
“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…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Erequest LLCe-requestllc.comHQ: Bryan, TX, United StatesReported employees: 11-50 | Bryan, TX, United States | 11-50 | Exact match | 8 contacts → |
“Solutions for the Healthcare Industry.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Paradocs Healthparadocshealth.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 7 contacts → |
“ParaDocs Health challenges the status quo of delivering value to everyone along the patient's healthcare journey.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Datavativedatavative.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 6 contacts → |
“Our team has over 20+ years of experience in building and scaling law firms from the inside out.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Captorracaptorra.comHQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 6 contacts → |
“Captorra is the legal industry's leading case management and intake application.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Alineaalineawellness.comHQ: Milwaukee, WI, United StatesReported employees: 1-10 | Milwaukee, WI, United States | 1-10 | Exact match | 6 contacts → |
“Alinea is a game-changing software that complements your EMR.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Legalbridgelegalbridge.aiHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 6 contacts → |
“LegalBridge transforms immigration law firms into AI-native powerhouses.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Supportablesupportableapp.comHQ: Burnsville, MN, United StatesReported employees: 1-10 | Burnsville, MN, United States | 1-10 | Exact match | 6 contacts → |
“Behavior Health CRM that helps intake teams manage their new client engagement process.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Protean LLCproteanhub.comHQ: Williamsburg, VA, United StatesReported employees: 1-10 | Williamsburg, VA, United States | 1-10 | Exact match | 6 contacts → |
“Protean designs, develops & provides innovative cloudware solutions for healthcare and public service entities.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Pyramos Softwarepyramos.ioHQ: Lancaster, PA, United StatesReported employees: 51-200 | Lancaster, PA, United States | 51-200 | Exact match | 6 contacts → |
“PYRAMOS is a software engineering company focused on creating data-driven business solutions for the public and private healthcare sectors.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Visi Health LLCvisihealth.comHQ: Oklahoma City, OK, United StatesReported employees: 1-10 | Oklahoma City, OK, United States | 1-10 | Exact match | 6 contacts → |
“VISI-HEALTH SOFTWARE is the developer of Home Healthcare Assistant, an innovative visitation management tool for contract therapy companies who contract with physical…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 91 company matches
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Intake management software companies: dataset insights
September 4, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
90 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 4, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for intake management software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many intake management software companies did RevenueBase find based in the United States?
The saved snapshot records 91 matching company records, 753 tracked contacts and 252 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 4, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Intake management software companies by geography
Cite this list
RevenueBase Data Team. Top 25 intake management software companies based in the United States. Snapshot: September 4, 2026. https://revenuebase.ai/companies/intake-management-software-companies/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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- Lists A-Z
- New lists
- Intake management software companies based in Canada
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
- Oil and gas companies based in the United States
Company intelligence · public preview
Top 25 intake management software companies based in the United States
RevenueBase records 91 matching company records for intake management software companies based in the United States, with 753 tracked contacts and 252 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 4, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 intake management software companies based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | SRS WEB Solutions, INCsrswebsolutions.com HQ: Ramsey, MN, United StatesReported employees: 51-200 | Ramsey, MN, United States | 51-200 | Exact match | 84 contacts → |
“SRS Web Solutions is a leading healthcare SaaS technology company specializing in digital healthcare documentation for the medical, dental, and veterinary industries.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Interlace Healthinterlacehealth.com HQ: St. Louis, MO, United StatesReported employees: 51-200 | St. Louis, MO, United States | 51-200 | Exact match | 72 contacts → |
“For more than 30 years, Interlace Health (formerly FormFast) has pioneered EHR-integrated eForms, eSignature, and workflow technology.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Casebook PBCcasebook.net HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 42 contacts → |
“Casebook PBC is the innovator of human services software that improves outcomes for organizations and the people they serve.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Nextpatientnextpatient.co HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 40 contacts → |
“NextPatient builds software for a superior patient experience.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Global Vision Technologiesglobalvisiontech.com HQ: St. Louis, GA, United StatesReported employees: 11-50 | St. Louis, GA, United States | 11-50 | Exact match | 32 contacts → |
“Global Vision Technologies, Inc,(GVT) is a leading provider of web-based, information management solutions that help healthcare organizations and human services agencies better…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | SDY Technologies LLCsdyusa.com HQ: Lyndhurst, United StatesReported employees: 11-50 | Lyndhurst, United States | 11-50 | Exact match | 26 contacts → |
“SDY Technologies LLC is a trailblazing software company that leverages cutting-edge technology to create dynamic and efficient solutions for healthcare and legal industries.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Simplyconvertsimplyconvert.com HQ: Edwardsville, IL, United StatesReported employees: 51-200 | Edwardsville, IL, United States | 51-200 | Exact match | 24 contacts → |
“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…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Detasodetaso.com HQ: Conway, AR, United StatesReported employees: 11-50 | Conway, AR, United States | 11-50 | Exact match | 15 contacts → |
“deTASO is a practice management software solution created to help you manage your practice more effectively and efficiently.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Solum Health YC 22getsolum.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 15 contacts → |
“We’re on a mission to revolutionize healthcare operations, focusing specifically on the therapy practices.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Zpaperzpaper.com HQ: Roswell, GA, United StatesReported employees: 11-50 | Roswell, GA, United States | 11-50 | Exact match | 13 contacts → |
“Contact Center Document Automation for Salesforce.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | NTH Degree Technologies Corpnthcorp.com HQ: Boca Raton, FL, United StatesReported employees: 11-50 | Boca Raton, FL, United States | 11-50 | Exact match | 11 contacts → |
“At Nth Degree, we are redefining how law firms do business by providing customized software solutions that streamline operations and increase efficiency.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | DFMdfmsoft.com HQ: Clive, IA, United StatesReported employees: 11-50 | Clive, IA, United States | 11-50 | Exact match | 10 contacts → |
“The Dietary Food Management (DFM) System is a fully integrated diet office, room service, production, catering, point-of-sale and nutritional care software system.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Phreesia Life Scienceslifesciences.phreesia.com HQ: Wilmington, DE, United StatesReported employees: 501-1,000 | Wilmington, DE, United States | 501-1,000 | Exact match | 10 contacts → |
“Phreesia is the nation's leading patient intake management solution.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Versivoversivo.com HQ: Gainesville, VA, United StatesReported employees: 11-50 | Gainesville, VA, United States | 11-50 | Exact match | 10 contacts → |
“Versivo provides world class information technology products and services that help our clients Compete.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Lincwarelincware.com HQ: East Rochester, NY, United StatesReported employees: 11-50 | East Rochester, NY, United States | 11-50 | Exact match | 8 contacts → |
“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…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Erequest LLCe-requestllc.com HQ: Bryan, TX, United StatesReported employees: 11-50 | Bryan, TX, United States | 11-50 | Exact match | 8 contacts → |
“Solutions for the Healthcare Industry.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Paradocs Healthparadocshealth.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 7 contacts → |
“ParaDocs Health challenges the status quo of delivering value to everyone along the patient's healthcare journey.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Datavativedatavative.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 6 contacts → |
“Our team has over 20+ years of experience in building and scaling law firms from the inside out.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Captorracaptorra.com HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 6 contacts → |
“Captorra is the legal industry's leading case management and intake application.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Alineaalineawellness.com HQ: Milwaukee, WI, United StatesReported employees: 1-10 | Milwaukee, WI, United States | 1-10 | Exact match | 6 contacts → |
“Alinea is a game-changing software that complements your EMR.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Legalbridgelegalbridge.ai HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 6 contacts → |
“LegalBridge transforms immigration law firms into AI-native powerhouses.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Supportablesupportableapp.com HQ: Burnsville, MN, United StatesReported employees: 1-10 | Burnsville, MN, United States | 1-10 | Exact match | 6 contacts → |
“Behavior Health CRM that helps intake teams manage their new client engagement process.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Protean LLCproteanhub.com HQ: Williamsburg, VA, United StatesReported employees: 1-10 | Williamsburg, VA, United States | 1-10 | Exact match | 6 contacts → |
“Protean designs, develops & provides innovative cloudware solutions for healthcare and public service entities.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Pyramos Softwarepyramos.io HQ: Lancaster, PA, United StatesReported employees: 51-200 | Lancaster, PA, United States | 51-200 | Exact match | 6 contacts → |
“PYRAMOS is a software engineering company focused on creating data-driven business solutions for the public and private healthcare sectors.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Visi Health LLCvisihealth.com HQ: Oklahoma City, OK, United StatesReported employees: 1-10 | Oklahoma City, OK, United States | 1-10 | Exact match | 6 contacts → |
“VISI-HEALTH SOFTWARE is the developer of Home Healthcare Assistant, an innovative visitation management tool for contract therapy companies who contract with physical…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Intake management software companies: dataset insights
September 4, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
90 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 4, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for intake management software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many intake management software companies did RevenueBase find based in the United States?
The saved snapshot records 91 matching company records, 753 tracked contacts and 252 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 4, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Intake management software companies by geography
Cite this list
RevenueBase Data Team. Top 25 intake management software companies based in the United States. Snapshot: September 4, 2026. https://revenuebase.ai/companies/intake-management-software-companies/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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