Gatherly vs Leverage

Gatherly

4.8 #20 in Client Intake Software

About Gatherly

Leverage

5.2 #15 in Client Intake Software

About Leverage
GatherlyLeverage
Free planNoNo
Free trialNoNo
Paid from——
Open sourceNoNo
PlatformsWebWeb
Free planNo—
Paid from24 /mo—
Client portalYesYes
E-signaturesYesYes
Document uploadsYesYes
Workflow automationtemplateconditional
Payment collectionNoYes
Custom brandingYes—

Both are listed in Best Client Intake Software. On Freedom251, Leverage scores higher on our published basis.