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, how directly it supports the match, 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 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.

How to read this list HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review
91Companies
753Contacts tracked
252Verified emails
279Mobile numbers
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The 25 largest intake management software companies based in the United States

Ranked by team size
Top 25 of 91 intake management software companies based in the United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names intake management software companies: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
SRS WEB Solutions, INCIndirect evidence
Ramsey, MN, United StatesHQ checked Sep 4, 202651-20084

“SRS Web Solutions is a leading healthcare SaaS technology company specializing in digital healthcare documentation for the medical, dental, and veterinary industries.”

Source: company website · checked Sep 4, 2026
2
Interlace HealthIndirect evidence
St. Louis, MO, United StatesHQ checked Sep 4, 202651-20072

“For more than 30 years, Interlace Health (formerly FormFast) has pioneered EHR-integrated eForms, eSignature, and workflow technology.”

Source: company website · checked Sep 4, 2026
3
Casebook PBCPartial evidence
New York, NY, United StatesHQ checked Sep 4, 202611-5042

“Casebook PBC is the innovator of human services software that improves outcomes for organizations and the people they serve.”

Source: company website · checked Sep 4, 2026
4
NextpatientPartial evidence
San Francisco, CA, United StatesHQ checked Sep 4, 202611-5040

“NextPatient builds software for a superior patient experience.”

Source: company website · checked Sep 4, 2026
5St Louis, GA, United StatesHQ checked Sep 4, 202611-5032

“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: company website · checked Sep 4, 2026
6
SDY Technologies LLCPartial evidence
Lyndhurst, United StatesHQ checked Sep 4, 202611-5026

“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: company website · checked Sep 4, 2026
7
SimplyconvertIndirect evidence
Edwardsville, IL, United StatesHQ checked Sep 4, 202651-20024

“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: company website · checked Sep 4, 2026
8
DetasoStrong evidence
Conway, AR, United StatesHQ checked Sep 4, 202611-5015

“deTASO is a practice management software solution created to help you manage your practice more effectively and efficiently.”

Source: company website · checked Sep 4, 2026
9
Solum Health YC 22Indirect evidence
San Francisco, CA, United StatesHQ checked Sep 4, 202611-5015

“We’re on a mission to revolutionize healthcare operations, focusing specifically on the therapy practices.”

Source: company website · checked Sep 4, 2026
10
ZpaperIndirect evidence
Roswell, GA, United StatesHQ checked Sep 4, 202611-5013

“Contact Center Document Automation for Salesforce.”

Source: company website · checked Sep 4, 2026
11Boca Raton, FL, United StatesHQ checked Sep 4, 202611-5011

“At Nth Degree, we are redefining how law firms do business by providing customized software solutions that streamline operations and increase efficiency.”

Source: company website · checked Sep 4, 2026
12
DFMStrong evidence
Clive, IA, United StatesHQ checked Sep 4, 202611-5010

“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: company website · checked Sep 4, 2026
13
Phreesia Life SciencesStrong evidence
Wilmington, DE, United StatesHQ checked Sep 4, 2026501-1,00010

“Phreesia is the nation's leading patient intake management solution.”

Source: company website · checked Sep 4, 2026
14
VersivoIndirect evidence
Gainesville, VA, United StatesHQ checked Sep 4, 202611-5010

“Versivo provides world class information technology products and services that help our clients Compete.”

Source: company website · checked Sep 4, 2026
15
LincwarePartial evidence
East Rochester, NY, United StatesHQ checked Sep 4, 202611-508

“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: company website · checked Sep 4, 2026
16
Erequest LLCIndirect evidence
Bryan, TX, United StatesHQ checked Sep 4, 202611-508

“Solutions for the Healthcare Industry.”

Source: company website · checked Sep 4, 2026
17
Paradocs HealthIndirect evidence
Houston, TX, United StatesHQ checked Sep 4, 20261-107

“ParaDocs Health challenges the status quo of delivering value to everyone along the patient's healthcare journey.”

Source: company website · checked Sep 4, 2026
18
DatavativeIndirect evidence
New York, NY, United StatesHQ checked Sep 4, 202611-506

“Our team has over 20+ years of experience in building and scaling law firms from the inside out.”

Source: company website · checked Sep 4, 2026
19
CaptorraStrong evidence
Atlanta, GA, United StatesHQ checked Sep 4, 202611-506

“Captorra is the legal industry's leading case management and intake application.”

Source: company website · checked Sep 4, 2026
20
AlineaPartial evidence
Milwaukee, WI, United StatesHQ checked Sep 4, 20261-106

“Alinea is a game-changing software that complements your EMR.”

Source: company website · checked Sep 4, 2026
21
LegalbridgeIndirect evidence
San Francisco, CA, United StatesHQ checked Sep 4, 20261-106

“LegalBridge transforms immigration law firms into AI-native powerhouses.”

Source: company website · checked Sep 4, 2026
22
SupportablePartial evidence
Burnsville, MN, United StatesHQ checked Sep 4, 20261-106

“Behavior Health CRM that helps intake teams manage their new client engagement process.”

Source: company website · checked Sep 4, 2026
23
Protean LLCIndirect evidence
Williamsburg, VA, United StatesHQ checked Sep 4, 20261-106

“Protean designs, develops & provides innovative cloudware solutions for healthcare and public service entities.”

Source: company website · checked Sep 4, 2026
24
Pyramos SoftwarePartial evidence
Lancaster, PA, United StatesHQ checked Sep 4, 202651-2006

“PYRAMOS is a software engineering company focused on creating data-driven business solutions for the public and private healthcare sectors.”

Source: company website · checked Sep 4, 2026
25
Visi Health LLCStrong evidence
Oklahoma City, OK, United StatesHQ checked Sep 4, 20261-106

“VISI-HEALTH SOFTWARE is the developer of Home Healthcare Assistant, an innovative visitation management tool for contract therapy companies who contract with physical…”

Source: company website · checked Sep 4, 2026

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, 2026
11-50Median size (employees)
New YorkLargest hub · 8 HQs
279Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
43
11-50
36
51-200
7
201-500
1
501-1,000
1
1,001-5,000
1
10001+
1

Verified emails by last verification

0–30
0
31–60
18
61–90
122
90–180
110
180+
2

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 evidence 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 SmartSearch, 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.
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 an evidence 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

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 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.