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.

How to read this list HQ checked on every row RevenueBase Smart Search rating 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. RevenueBase Smart Search rates how each company's information relates to intake management software companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceRamsey, MN, United StatesHQ checked Sep 4, 202651-20084 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, 2026
2Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 4, 202651-20072 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, 2026
3Partial evidenceNew York, NY, United StatesHQ checked Sep 4, 202611-5042 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, 2026
4Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 4, 202611-5040 contacts →

Partial evidence

“NextPatient builds software for a superior patient experience.”

Source: RevenueBase Database · checked Sep 4, 2026
5Partial evidenceSt Louis, GA, United StatesHQ checked Sep 4, 202611-5032 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, 2026
6Partial evidenceLyndhurst, United StatesHQ checked Sep 4, 202611-5026 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, 2026
7Indirect evidenceEdwardsville, IL, United StatesHQ checked Sep 4, 202651-20024 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, 2026
8Strong evidenceConway, AR, United StatesHQ checked Sep 4, 202611-5015 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, 2026
9Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 4, 202611-5015 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 4, 2026
10Indirect evidenceRoswell, GA, United StatesHQ checked Sep 4, 202611-5013 contacts →

Indirect evidence

“Contact Center Document Automation for Salesforce.”

Source: RevenueBase Database · checked Sep 4, 2026
11Partial evidenceBoca Raton, FL, United StatesHQ checked Sep 4, 202611-5011 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, 2026
12Strong evidenceClive, IA, United StatesHQ checked Sep 4, 202611-5010 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, 2026
13Strong evidenceWilmington, DE, United StatesHQ checked Sep 4, 2026501-1,00010 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 4, 2026
14Indirect evidenceGainesville, VA, United StatesHQ checked Sep 4, 202611-5010 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 4, 2026
15Partial evidenceEast Rochester, NY, United StatesHQ checked Sep 4, 202611-508 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, 2026
16Indirect evidenceBryan, TX, United StatesHQ checked Sep 4, 202611-508 contacts →

Indirect evidence

“Solutions for the Healthcare Industry.”

Source: RevenueBase Database · checked Sep 4, 2026
17Indirect evidenceHouston, TX, United StatesHQ checked Sep 4, 20261-107 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, 2026
18Indirect evidenceNew York, NY, United StatesHQ checked Sep 4, 202611-506 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, 2026
19Strong evidenceAtlanta, GA, United StatesHQ checked Sep 4, 202611-506 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 4, 2026
20Partial evidenceMilwaukee, WI, United StatesHQ checked Sep 4, 20261-106 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 4, 2026
21Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 4, 20261-106 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 4, 2026
22Partial evidenceBurnsville, MN, United StatesHQ checked Sep 4, 20261-106 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 4, 2026
23Indirect evidenceWilliamsburg, VA, United StatesHQ checked Sep 4, 20261-106 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 4, 2026
24Partial evidenceLancaster, PA, United StatesHQ checked Sep 4, 202651-2006 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, 2026
25Strong evidenceOklahoma City, OK, United StatesHQ checked Sep 4, 20261-106 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, 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
33.5%Verified-email coverage
37.1%Mobile-number coverage
8.3Average contacts per company
11-50Median size (employees)
8.8%Largest-city concentration · New York
Sep 4, 2026Page data 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

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.