Gatherly

Spec sheet

What it does

Gatherly is a client intake and document collection platform for professional services firms.Read 7 Oct 2026 · gatherly.shop

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.Read 7 Oct 2026 · gatherly.shop

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.Read 7 Oct 2026 · gatherly.shop

Compliance

Its GDPR toolkit includes consent management, DSAR export, data portability, breach notification, processing restriction, and right-to-erasure support.Read 7 Oct 2026 · gatherly.shop

Support

Starter includes email support, while Professional and Business include priority support.Read 7 Oct 2026 · gatherly.shop

Client portal

Clients can use a secure link to upload documents and complete intake without creating an account or password.Read 7 Oct 2026 · gatherly.shop

E-signatures

The platform supports typed, drawn, or uploaded signatures, with RFC 3161 timestamps and PKCS#7 signatures on Professional and above.Read 7 Oct 2026 · gatherly.shop

Integrations and API

Business and Enterprise plans include a REST API with customizable API key scopes for programmatic integration.Read 7 Oct 2026 · gatherly.shop

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.Read 7 Oct 2026 · gatherly.shop

Reminders

Automatic reminder sequences can be configured for 3, 7, 14, or 21-day intervals and stop when the client completes intake.Read 7 Oct 2026 · gatherly.shop

Request limits

Each intake checklist can contain up to 50 items, with file type and size restrictions and required or optional items.Read 7 Oct 2026 · gatherly.shop

Who it is for

Gatherly lists legal, accounting, real estate, immigration, insurance, financial, healthcare, and education workflows among its supported industries.Read 7 Oct 2026 · gatherly.shop

Plans and prices

Every Gatherly plan and price →

Where Specifiction places it

• Client Intake Software#18 of 277.7