Gatherly
6.2#22 in client intake softwareFrom $29 a monthWeb
VisitGatherly vs Intake
What both publish
| Fact | Gatherly | Intake |
|---|---|---|
| Reminders | Automatic reminder sequences can be configured for 3, 7, 14, or 21-day intervals and stop when the client completes intake. | Automated email reminders continue until requested materials are complete. |
| 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. | The site says data is encrypted in transit and at rest using 256-bit encryption; its privacy policy also lists TLS/SSL encryption, access controls, authentication, and regular security assessments. |
Gatherly plans
- Starter$29 a month
- Professional$79 a month
- Business$149 a month
- EnterprisePriced on request
Intake plans
- FreeFree
- Professional$19 a month
- Team$49 a month
- EnterprisePriced on request
Pick Gatherly if…
Gatherly suits professional-services teams that need structured intake, document uploads, reminders, and signatures. It fits industries such as legal, accounting, healthcare, and education.
Pick Intake if…
It is intended for businesses collecting client information, including tax and accounting, mortgage and lending, real estate, immigration, and bookkeeping workflows. It suits teams that want clients to submit forms and documents through a link without creating an account.