Stop chasing clients for
documents & signatures
One secure portal where clients upload documents, sign forms, and complete intake—without endless email threads.
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Recent Intakes
Active document requests
N
New Client
Client Onboarding
T
Tax Client
Annual Tax Documents
C
Contract Review
Legal Documents
The Problem
Drowning in email threads and missing documents?
Client intake is broken. Here's what professional services firms deal with every day.
Endless email back-and-forth
Chasing clients for documents across scattered email threads. Attachments get lost, versions get confused.
Projects stall waiting for documents
Clients forget to send files, miss items, or send wrong formats. Your work can't start until everything arrives.
Compliance concerns
Sensitive documents in email threads. No audit trail. Retention policies are a manual nightmare.
- Clients get one secure link to a branded portal—no account needed
- Clear checklist shows exactly what documents are needed
- Automatic reminders do the follow-up for you
- Built-in e-signatures keep everything in one place
- Full audit trail for compliance peace of mind
- Documents organized automatically by client and intake
Features
Everything you need to collect documents professionally
Built for professional services firms who value security, compliance, and client experience.
Secure Link Client Portal
Clients click one link and they're in. No passwords, no accounts, no friction. Configurable link expiry (1-30 days) for security.
Built-in E-Signatures
Collect legally-binding signatures with RFC 3161 timestamps. PKCS#7 digital signatures with certificate export on Professional and above.
Smart Auto-Reminders
Set it and forget it. Configurable reminder sequences (3, 7, 14, 21 days) until clients complete their tasks. No more manual follow-ups.
Structured Checklists
Create clear, mistake-proof requests with up to 50 items per intake. Specify file types, size limits, and mark items as required.
Retention & Legal Hold
Automate document lifecycle with configurable retention policies. Legal hold prevents deletion for litigation (Business plan).
GDPR Compliance Toolkit
Consent management, DSAR export, data portability, breach notification, and processing restriction support built in.
Client Experience
A portal that makes you look professional
Your clients get a clean, branded portal that works on any device. No confusing instructions, no lost attachments. Custom branding available on Professional plan and above.
Client Portal
Tax Document Collection
3 of 5 complete
How It Works
From request to completion in minutes
No training needed. If you can send an email, you can use Gatherly.
1
Create your request
Use a template or build your own checklist. Specify exactly what documents and signatures you need with up to 50 items per intake.
2
Send the Secure Link
Client gets a branded email with one-click access. No login, no account, no friction. Links are secure and configurable.
3
They upload & sign
Clients drag-drop files, answer questions, and sign—all in one portal that works on any device. You get notified when complete.
Industry Templates
Built for professional services
Pre-built templates for common use cases. Customize to fit your specific workflow.
Legal
Accounting
Real Estate
Immigration
Insurance
Financial
Healthcare
Education
Security & Compliance
Your clients trust you with sensitive documents. So do we.
Built from the ground up with security and compliance in mind. Everything you need to handle client data responsibly.
AES Encryption
Data encrypted at rest and in transit
Audit Logging
Every action tracked with timestamps
GDPR Tools
Consent, DSAR, breach notification
Retention Policies
Automated document lifecycle
Legal Hold
Preserve documents for litigation
RFC 3161 / eIDAS
Trusted timestamp authorities
Security Features
Built into every plan
Pricing
Simple, transparent pricing
14-day free trial on all plans. No credit card required.
Pay annually and save 17% (2 months free)
Starter
Solo practitioners & freelancers
$29/month
or $24/mo billed annually
- 15 active intakes
- Unlimited clients
- 2 GB storage
- 10 templates
- Secure link client access
- Basic digital signatures
- Email reminders
- Basic analytics
- Audit logging
- Email support
Most Popular
Professional
Growing practices & small firms
$79/month
or $66/mo billed annually
- Everything in Starter
- 75 active intakes
- 25 GB storage
- Unlimited templates
- Up to 5 team members
- Custom branding
- RFC 3161 TSA timestamps
- PKCS#7 signatures
- Full analytics
- 3 retention policies
- In-app messaging
- GDPR consent management
- Priority support
Business
Established firms & agencies
$149/month
or $124/mo billed annually
- Everything in Professional
- 250 active intakes
- 100 GB storage
- Up to 15 team members
- eIDAS-qualified timestamps
- Unlimited retention policies
- Legal hold with audit trail
- Full GDPR toolkit
- DSAR export
- Document sharing
- API access
- Priority support
Enterprise
Unlimited team members, intakes, and storage. Advanced API limits, dedicated account manager, SLA guarantee, and custom contract terms.
Contact us for pricingFAQ
Common questions
Everything you need to know before getting started.
What is Gatherly?
Gatherly is a client intake and document collection platform for professional services firms. It helps you request documents and signatures through one secure portal, with built-in reminders and compliance features.
How does Secure Link access work?
Secure Links provide one-click access to your Client Portal. Clients receive a unique link via email that grants them instant access without needing to create an account or remember a password. Links can be configured with expiration times (1-30 days) for additional security.
Is Gatherly secure?
Yes. Gatherly uses AES encryption for data at rest and in transit, secure link tokens with SHA-256 hashing, role-based access control, and comprehensive audit logging. We support GDPR workflows including data export, erasure, and retention policies with legal hold.
What industries does Gatherly support?
Gatherly is built for professional services including legal firms, accounting practices, real estate, immigration services, insurance, financial services, healthcare, and education. We offer pre-built templates for common use cases in each industry.
Does Gatherly include e-signatures?
Yes, all plans include basic digital signatures. Professional and above plans include RFC 3161 TSA timestamps and PKCS#7 digital signatures with certificate export. Business plan includes eIDAS-qualified timestamps.
What is document retention and legal hold?
Document retention policies (Professional+) allow you to automatically manage document lifecycle with triggers like upload date, last access, or intake completion. Legal hold (Business plan) lets you preserve documents for litigation, preventing automatic deletion.
How long is the free trial?
All plans come with a 14-day free trial with full Professional features. No credit card required. Trial includes 5 active intakes and 2GB storage. One 7-day extension is available on request.
Does Gatherly have an API?
Yes, Business and Enterprise plans include full API access. You can create API keys with customizable scopes to integrate Gatherly with your existing tools and workflows. The API supports managing clients, intakes, templates, and documents programmatically.
Ready to simplify client intake?
Start your 14-day free trial today. No credit card required. Setup takes less than 5 minutes.
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