GatherMonk vs Leverage

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.

Leverage is cloud-hosted client intake and management software for attorneys, bringing screening, signing, communications, document exchange, data, and task management into one system. It is presented for firms handling client intake, class actions, mass actions, and arbitration swarms. Programmable intake interviews can screen prospects and automate follow-up. Built-in e-signing supports mail merge, and a Stripe integration can take retainer or cost-deposit payments. Clients can use a portal for secure document exchange, interactive surveys, personalized email and text messaging, and private video blogging. Firms can group clients, create custom tables and exports, manage queries and tasks, and use workflow-based communications and tasks. The homepage says Leverage integrates with Clio, and the service is available on web and through an API. Firms can invite unlimited team members to a site at no extra cost. The free plan allows up to three users and 500 outbound emails. Professional is listed at $24, paid once, billed for each signed client, with a $1/month charge and $150 minimum; it allows up to 50 clients and six users. Enterprise pricing is by contact. Training is not included and may be available at customary rates; additional support, engineering, and consulting may also be provided by agreement at customary rates.