by iakdev 1 (0 reviews)

IntakeFlow – Client Intake, Multi-Step Forms & Secure Document Collection

Name: IntakeFlow – Client Intake, Multi-Step Forms & Secure Document Collection
Author: iakdev

Collect files, documents, and client intake form submissions directly in WordPress. Inline rendering, team inbox, and workflow tracking included.

IntakeFlow ranks #54,391 among WordPress.org plugins with 1+ active installations, is #1,651 of 2,588 in the Contact Forms category, a 1/5 rating from 0 reviews, and was last updated Jun 21, 2026. Data from WordPress.org, refreshed twice daily — see methodology.

Tested up to WP 7 (Current: 7.1)

v1.0.99 Current Version v1.0.99

Updated 2 months ago Last Update on 21 Jun, 2026

Refreshed 9 hours ago Last Refreshed on

#1,651 of 2,588 in Contact Forms

View on WordPress.org

Rank

#54,391

— No change

Active Installs

-66.7%

KW Avg Position

78.7

— No change

Downloads

593

+2 today

Support Resolved

— No change

Rating

20%

Review 1 out of 5

1 (0 reviews)

Next Milestone 10

Total Progress 30%

0+ 10+

53,683

Ranks to Climb

Growth Needed

8,000,000

Active Installs

Pro

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Rank Changes

Current #54,391

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Active Installs Growth

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Active Installs 0,000,000+

Growth +0.0%

Peak 0,000,000

Downloads Growth

Downloads

Growth

Peak

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Reviews & Ratings

1.0

0 reviews

Overall 20%

0 (0%)

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Plugin Details

Version: 1.0.99
Last Updated: Jun 21, 2026
Requires WP: 6.0+
Tested Up To: 7
PHP Version: 8.0 or higher
Author: iakdev

Support & Rating

Rating: ★ ☆ ☆ ☆ ☆ 1
Reviews: 0
Support Threads: 0
Resolved: 0%

Keywords

Multi-Step Form client portal document collection file upload intake form

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Frequently Asked Questions

Common questions about IntakeFlow – Client Intake, Multi-Step Forms & Secure Document Collection

Connect your WordPress site to the IntakeFlow Console using your API Token in the Console Sync section of the Workflows admin page. You can then sync all your custom workflows with a single click.

id (required) — the project slug, matching the uploaded package folder name. Example: [xpressui id="loan-application"]

Submissions are stored as private WordPress posts of the custom post type xpressui_submission, directly in your site's database. No data is sent to external servers.

Submissions can be deleted directly from the wp-admin list (Trash → Delete permanently). When a submission is permanently deleted, its uploaded files are deleted too. Export and bulk actions are on the roadmap.

Only if you configure a notification email address for a project under Submissions › Workflows › Project Settings. The plugin uses WordPress's built-in wp_mail() function, so it respects any SMTP plugin you have installed.

File uploads are handled by media_handle_upload(), which respects the WordPress file type allow-list configured under Settings › Media. By default, this includes common document, image, and archive formats.

Yes — the /wp-json/xpressui/v1/submit endpoint accepts POST requests without authentication. This is intentional: form submissions originate from visitors who are not logged in. Each submission is stored as a private post and is only visible to authorised users inside wp-admin.

Uploaded files are stored as WordPress media attachments. When a submission is permanently deleted, the plugin also permanently deletes the files linked to that submission. Trashing a submission does not immediately remove the files; permanent deletion does.

Workflow packs can be re-synced without deleting submissions. If you delete and reinstall the plugin itself, submissions are preserved by default. To permanently remove submission data during uninstall, define the XPRESSUI_BRIDGE_DELETE_SUBMISSIONS_ON_UNINSTALL constant and set it to true before deleting the plugin.

No. Once a workflow package is installed, the plugin operates entirely within your WordPress site. The IntakeFlow console at intakeflow.dev is only used to design and export packages — it is not contacted during form rendering or submission processing.