Gatherly
Gatherly is a web platform for professional-services firms collecting client intake details and documents.
What Gatherly is
Gatherly is a web platform for professional-services firms collecting client intake details and documents. Clients open a secure link, complete checklists, and upload files without creating an account or password. Checklists support up to 50 required or optional items, with file-type and size restrictions. Automatic reminders can run at 3, 7, 14, or 21-day intervals and stop after completion. Gatherly supports typed, drawn, and uploaded signatures; Professional and higher plans add RFC 3161 timestamps and PKCS#7 signatures. The service lists AES-256 encryption, role-based access control, audit logging, and hashed secure-link tokens, plus a GDPR toolkit for consent, data requests, portability, breach notification, processing restriction, and erasure. Business and Enterprise include a REST API with configurable key scopes. Supported workflows include legal, accounting, real estate, immigration, insurance, financial, healthcare, and education.
Good
- Secure links require no client account
- Checklists support required or optional items
- Configurable reminder intervals
- GDPR toolkit included
- REST API on Business and Enterprise
Watch out
- No free plan
- Trial limited to five active intakes
- Trial includes 2 GB storage
- Active-intake limits block new intakes
Who it suits
Gatherly suits professional-services teams that need structured intake, document uploads, reminders, and signatures. It fits industries such as legal, accounting, healthcare, and education.
Verdict
Gatherly focuses on client intake rather than payment collection, with document controls, reminders, signatures, and compliance tools. Review intake and storage limits against your workflow before selecting a plan.
Plans and prices
From Gatherly's own pricing page, checked 7 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Starter | $29 a month | 15 active intakes · Unlimited clients · 2 GB storage · 10 templates · $29/month; or $24/mo billed annually |
| Professional | $79 a month | 75 active intakes · 25 GB storage · Unlimited templates · Up to 5 team members · $79/month; or $66/mo billed annually |
| Business | $149 a month | 250 active intakes · 100 GB storage · Up to 15 team members · API access · $149/month; or $124/mo billed annually |
| Enterprise | Priced on request | Unlimited team members, intakes, and storage · Advanced API limits · Contact us for pricing |
The facts
Each one read from Gatherly's own pages, with the date it was checked.
What it does
- Client portal
- Clients can use a secure link to upload documents and complete intake without creating an account or password.checked 7 Oct 2026
- Compliance
- Its GDPR toolkit includes consent management, DSAR export, data portability, breach notification, processing restriction, and right-to-erasure support.checked 7 Oct 2026
- E-signatures
- The platform supports typed, drawn, or uploaded signatures, with RFC 3161 timestamps and PKCS#7 signatures on Professional and above.checked 7 Oct 2026
- Integrations and API
- Business and Enterprise plans include a REST API with customizable API key scopes for programmatic integration.checked 7 Oct 2026
- Reminders
- Automatic reminder sequences can be configured for 3, 7, 14, or 21-day intervals and stop when the client completes intake.checked 7 Oct 2026
- Request limits
- Each intake checklist can contain up to 50 items, with file type and size restrictions and required or optional items.checked 7 Oct 2026
- Security
- Gatherly says it uses AES-256 encryption at rest and in transit, role-based access control, audit logging, and SHA-256 hashed secure-link tokens.checked 7 Oct 2026
- Support
- Starter includes email support, while Professional and Business include priority support.checked 7 Oct 2026
- What it does
- Gatherly is a client intake and document collection platform for professional services firms.checked 7 Oct 2026
- Who it is for
- Gatherly lists legal, accounting, real estate, immigration, insurance, financial, healthcare, and education workflows among its supported industries.checked 7 Oct 2026
Money
- Plan limit behavior
- After reaching the active-intake limit, users can access existing intakes but cannot create new ones until they complete existing intakes or upgrade.checked 7 Oct 2026
- Trial
- All plans have a 14-day free trial with full Professional features, no credit card required, and trial limits of 5 active intakes and 2 GB storage.checked 7 Oct 2026
Alternatives to Gatherly
- 1
Intake
Free planAndroidiOSWebAPI7.9From $19 a month - 2
PlatoForms
Free planAndroidWebAPI7.7From $10 a month - 3
CaseDesk
AndroidiOSWebAPI7.5From $29 a month - 4
FormsHQ
Free planWeb7.3From $29 a month - 5
Portico
Free planWebAPI7.3From $29 a month - 6
GatherMonk
WebExtension7.2From $29 a month