Gatherly vs Onvoy
Gatherly
gatherly.shop
Onvoy
onvoy.appSide by side
| Figure | Gatherly | Onvoy |
|---|---|---|
| Price from | $29/mo | $29/mo |
| Free plan | — | Yes |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| API | — | Yes |
| Plans published | 4 | 3 |
| Spec score · Client Intake Software | 7.7 (#18) | 8.4 (#8) |
| Reminders | Automatic reminder sequences can be configured for 3, 7, 14, or 21-day intervals and stop when the client completes intake. | Automatic email follow-ups remind clients about stalled onboarding steps. |
| 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. | Onvoy states that it uses encryption in transit, access controls, secure password hashing, and reputable infrastructure providers. |
| Support | Starter includes email support, while Professional and Business include priority support. | Support is offered through the [email protected] address on a commercially reasonable basis. |
| What it does | Gatherly is a client intake and document collection platform for professional services firms. | Onvoy combines client intake questions, file uploads, signatures and payment collection in one branded onboarding flow. |
Plans
Gatherly
- Starter$29 a month
- Professional$79 a month
- Business$149 a month
- EnterprisePriced on request
In their own words
Onvoy
Onvoy is a web-based client-onboarding service for freelancers and small agencies. It brings intake questions, file uploads, legally binding e-signatures, and deposit collection into a guided client portal. You can add your logo, colors, and copy, use your own domain, and enable automatic SSL. The flow also supports retainers and invoices through Stripe, with automatic reminders for stalled clients or missing details. Progress views identify clients who are complete, stuck, or overdue, and show where people leave a flow. Onvoy can connect a workspace to Claude and ChatGPT through secure OAuth and MCP for building flows, sending portals, and reporting client status. Clients can complete the sequence on a phone without creating accounts. The service is not a CRM, project manager, or invoicing suite. The free plan costs nothing and allows five onboardings per month and one team member. Starter costs $29 a month; Pro costs $79 a month. A free trial is available.