FormsHQ
7.3#4 in client intake softwareFrom $29 a monthFree planWeb
Visit| Fact | FormsHQ | Gatherly |
|---|---|---|
| What it does | FormsHQ turns online forms into workflows covering intake, qualification, approvals, documents, payments, signatures and follow-up. | Gatherly is a client intake and document collection platform for professional services firms. |
FormsHQ suits teams that need structured intake, submission review, document generation, or payment and signature steps. Its described use cases include legal and health intake, HR onboarding, loan prequalification, and bookings.
Gatherly suits professional-services teams that need structured intake, document uploads, reminders, and signatures. It fits industries such as legal, accounting, healthcare, and education.