Gatherly vs GatherMonk
Gatherly
gatherly.shopGatherMonk
gathermonk.comSide by side
| Figure | Gatherly | GatherMonk |
|---|---|---|
| Price from | $29/mo | $23/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Plans published | 4 | 10 |
| Spec score · Client Intake Software | 7.7 (#18) | 8.6 (#5) |
| Client portal | Clients can use a secure link to upload documents and complete intake without creating an account or password. | Client Portals provide branded workspaces where clients access requests and guides with passwordless email-link login. |
| Compliance | Its GDPR toolkit includes consent management, DSAR export, data portability, breach notification, processing restriction, and right-to-erasure support. | GatherMonk states GDPR, UK GDPR, DPDPA and CCPA compliance in its privacy policy. |
| 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. | The DPA specifies TLS 1.2 or higher in transit, AES-256 encryption at rest, role-based access controls, OTP authentication and OWASP-oriented vulnerability management. |
| Support | Starter includes email support, while Professional and Business include priority support. | The pricing page says every plan includes email and live chat support with a real person. |
| 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. | Paid plans include a 14-day free trial with no credit card required; the maker says there is no permanent free plan. |
| What it does | Gatherly is a client intake and document collection platform for professional services firms. | GatherMonk is a SaaS platform for collecting documents, files, forms, signatures and other information from external people through structured requests, reminders, approvals and portals. |
Plans
Gatherly
- Starter$29 a month
- Professional$79 a month
- Business$149 a month
- EnterprisePriced on request
GatherMonk
- Starter$29 a month
- Starter$29 a month
- Professional$79 a month
- Professional$79 a month
- Business$149 a month
- Business$149 a month
- Starter$276 a year
- Professional$756 a year
- Business$1,428 a year
- CustomPriced on request
In their own words
GatherMonk
GatherMonk collects documents, forms, files, information and signatures from people outside an organization through structured requests. Requests can include checklists, uploads, e-signatures, reminders, submission tracking and approval or rejection. Branded Client Portals provide passwordless email-link access to requests and guides. Built-in forms support uploads and signatures and can be embedded on websites. Transfers share files through secure links with open tracking, and the maker says there are no file-size limits. A Chrome Plugin works across Chrome tabs, including HubSpot, Salesforce, Gmail and Outlook, without API setup or configuration. GatherMonk states that data is encrypted at rest and in transit and that the service is GDPR compliant; users can export or permanently delete data. It targets legal, accounting, HR, events, agencies and other professional services. Paid plans include a 14-day trial with no credit card, but no permanent free plan. Pricing starts at $29/mo.