Gatherly vs PlatoForms
Gatherly
gatherly.shopPlatoForms
platoforms.comSide by side
| Figure | Gatherly | PlatoForms |
|---|---|---|
| Price from | $29/mo | $10/mo |
| Free plan | — | Yes |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Android | — | Yes |
| API | — | Yes |
| Plans published | 4 | 5 |
| Spec score · Client Intake Software | 7.7 (#18) | 8.5 (#7) |
| Compliance | Its GDPR toolkit includes consent management, DSAR export, data portability, breach notification, processing restriction, and right-to-erasure support. | The Trust Center lists HIPAA, GDPR, CCPA, FERPA, HECVAT, WCAG 2.1 AA, and other compliance or privacy frameworks, with BAAs available for Silver and Gold plans. |
| E-signatures | The platform supports typed, drawn, or uploaded signatures, with RFC 3161 timestamps and PKCS#7 signatures on Professional and above. | The service provides built-in electronic signatures and optional signature certificates containing signer, timestamp and file-checksum evidence. |
| 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 Trust Center states that data in transit uses TLS 1.2 or higher with 256-bit encryption and stored data uses AES-256 encryption. |
| Support | Starter includes email support, while Professional and Business include priority support. | The contact page says PlatoForms typically responds to support, sales, and pricing inquiries within one business day. |
| What it does | Gatherly is a client intake and document collection platform for professional services firms. | PlatoForms is a browser-based form and PDF workflow service that converts existing PDFs into online forms and returns completed PDFs in the original layout. |
Plans
Gatherly
- Starter$29 a month
- Professional$79 a month
- Business$149 a month
- EnterprisePriced on request
In their own words
PlatoForms
PlatoForms converts existing PDFs into online forms and returns completed PDFs in the original format after submission. Its AI can detect fields in PDFs and generate document sections, fields, and signature blocks from a description. Forms can use a classic layout or ask one question at a time in a conversational format. Workflow tools support multi-step approvals, branching, parallel paths, and routing one PDF among several people. PlatoForms offers more than 2,000 form and document templates, integrations with file storage, payment, and automation services, and REST APIs for submissions, prefilled fields, completed-PDF webhooks, invitations, and form management. Forms can collect Stripe, PayPal, or Square payments; PlatoForms says it adds no transaction fees. The listed plans are Free at free, Bronze at $10 a month, Silver at $30 a month, and Gold at $80 a month, with paid-plan billing listed annually. Free and trial accounts retain data for a fixed three months; premium plans can choose a retention period from seven days to forever.