ClientLoop vs Gatherly
ClientLoop
clientloop.digitalGatherly
gatherly.shopSide by side
| Figure | ClientLoop | Gatherly |
|---|---|---|
| Price from | £35/mo | $29/mo |
| Free plan | Yes | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| API | Yes | — |
| Plans published | 5 | 4 |
| Spec score · Client Intake Software | 8.3 (#9) | 7.7 (#18) |
| Security | The maker says uploads are virus-scanned before storage, storage is encrypted, files are stored in the UK, and GDPR erasure, activity logs and role-based access are provided. | 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. |
| Support | Priority support is listed as part of the Scale plan. | Starter includes email support, while Professional and Business include priority support. |
Plans
ClientLoop
- FreeFree
- Essentials£35 a month
- Pro£69 a month
- Scale£149 a month
- EnterprisePriced on request
Gatherly
- Starter$29 a month
- Professional$79 a month
- Business$149 a month
- EnterprisePriced on request
In their own words
ClientLoop
ClientLoop is a branded client portal for collecting documents, forms, and information, with automatic follow-ups and a team dashboard. Clients use a magic link to submit files and complete forms without an account or app installation. Teams can prepare reusable document sets, create forms with tables, file fields, and signatures, and schedule reminders. They can preview submissions, request changes, approve or reject them, and message clients about a specific request. Built-in integrations include Calendly, Asana, and Slack; other connections are available through Zapier, n8n, Make, REST API, and webhooks. The REST API supports creating requests and checking submission statuses and approvals; API and webhooks are included from Pro. ClientLoop says uploads are virus-scanned, storage is encrypted, and files are stored in the UK. Its free plan is limited to 5 clients and 1 team member, with 1 GB storage and 100 uploads per month. Paid monthly plans start at £35 a month, excluding VAT, and list storage and upload caps.