| Price from | $29/mo | $19/mo |
| Free plan | — | Yes |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Plans published | 4 | 7 |
| Spec score · Client Intake Software | 7.7 (#18) | 8.9 (#2) |
| Reminders | Automatic reminder sequences can be configured for 3, 7, 14, or 21-day intervals and stop when the client completes intake. | Automated email reminders continue until requested materials are complete. |
| 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 site says data is encrypted in transit and at rest using 256-bit encryption; its privacy policy also lists TLS/SSL encryption, access controls, authentication, and regular security assessments. |
| Support | Starter includes email support, while Professional and Business include priority support. | Enterprise customers can request dedicated support; the privacy policy directs support requests to Intake by email. |
| What it does | Gatherly is a client intake and document collection platform for professional services firms. | Intake is a document-collection platform where businesses send one link for forms, signed PDFs, uploads and payments. |
