Freedom251 › Client Intake Software
Gatherly
What Gatherly is
Gatherly is a web platform for professional services firms to collect client intake details and documents. Clients use a secure link to complete an intake and upload files without creating an account or password. Each checklist can contain up to 50 items, with required or optional items and file type and size restrictions. Reminder sequences can be set for 3, 7, 14, or 21-day intervals and stop once the client finishes intake.
The platform accepts typed, drawn, or uploaded signatures. Professional and higher plans add RFC 3161 timestamps and PKCS#7 signatures. 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. Its GDPR toolkit covers consent management, data requests, portability, breach notification, processing restriction, and erasure support. Business and Enterprise plans include a REST API with configurable key scopes. Listed workflows include legal, accounting, real estate, immigration, insurance, financial, healthcare, and education services. Plans start at $24/mo billed annually, and all plans offer a 14-day trial with full Professional features, no credit card required, and trial limits of five active intakes and 2 GB storage.
Who it suits
Gatherly suits professional services firms that need clients to submit intake information, documents, and signatures through a link. Its listed workflows span legal, accounting, real estate, immigration, insurance, financial, healthcare, and education services.
What it does well
- Clients can submit without an account or password.
- Automatic reminders stop when intake is complete.
- Supports typed, drawn, and uploaded signatures.
- 14-day trial requires no credit card.
What to know first
- No free plan.
- Trial limited to 5 active intakes and 2 GB storage.
- Checklist limit is 50 items.
- Payment collection is not supported.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Business | $149/month; or $124/mo billed annually · 250 active intakes · 100 GB storage · Up to 15 team members · API access | $149 a month |
| Starter | $29/month; or $24/mo billed annually · 15 active intakes · Unlimited clients · 2 GB storage · 10 templates | $29 a month |
| Professional | $79/month; or $66/mo billed annually · 75 active intakes · 25 GB storage · Unlimited templates · Up to 5 team members | $79 a month |
| Enterprise | Contact us for pricing · Unlimited team members, intakes, and storage · Advanced API limits | On request |
As gatherly.shop lists them, read 7 Oct 2026. The maker's own page has the final word.
Verdict
Gatherly focuses on collecting client information and documents, with configurable checklists, reminders, and signature options. Review the plan limits and trial caps if you expect to manage many active intakes.
Facts from Gatherly's own pages
- Client portal
- Clients can use a secure link to upload documents and complete intake without creating an account or password. · gatherly.shop, 7 Oct 2026
- Compliance
- Its GDPR toolkit includes consent management, DSAR export, data portability, breach notification, processing restriction, and right-to-erasure support. · gatherly.shop, 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. · gatherly.shop, 7 Oct 2026
- Integrations and API
- Business and Enterprise plans include a REST API with customizable API key scopes for programmatic integration. · gatherly.shop, 7 Oct 2026
- 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. · gatherly.shop, 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. · gatherly.shop, 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. · gatherly.shop, 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. · gatherly.shop, 7 Oct 2026
- Support
- Starter includes email support, while Professional and Business include priority support. · gatherly.shop, 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. · gatherly.shop, 7 Oct 2026
- What it does
- Gatherly is a client intake and document collection platform for professional services firms. · gatherly.shop, 7 Oct 2026
- Who it is for
- Gatherly lists legal, accounting, real estate, immigration, insurance, financial, healthcare, and education workflows among its supported industries. · gatherly.shop, 7 Oct 2026
Where Gatherly stands on Freedom251
- Client Intake Software#22 of 27