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Gatherly review

#16 of 27 in Client Intake Software

Structured intake with signatures, privacy controls, audit logs, and API access.

7.7/10Editor score
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Gatherly is a cloud-based client intake and document collection platform for professional services firms. It gives teams secure link-based client access, structured checklists, drag-and-drop uploads, electronic signatures, reminders, reusable templates, progress tracking, document sharing, and client messaging. Solo practitioners, small firms, agencies, and larger organizations can use it through tiered subscriptions, with web and API access available.

Pricing starts at $24 per month on annual billing, displayed as a monthly equivalent, with a 14-day free trial and no free plan. Starter costs $29 per month when billed monthly or $24 per month when billed annually, adding secure client access, basic signatures, reminders, analytics, audit logging, and email support. Professional costs $79 monthly or $66 monthly on annual billing and adds custom branding, RFC 3161 TSA timestamps, PKCS#7 signatures, full analytics, and in-app messaging. Business costs $149 monthly or $124 monthly on annual billing, adding eIDAS-qualified timestamps, unlimited retention policies, legal hold with an audit trail, a full GDPR toolkit, and DSAR export. Enterprise adds unlimited team members, intakes, and storage, advanced API limits, a dedicated account manager, an SLA guarantee, and custom contract terms.

Gatherly’s strongest fit is for teams that need controlled client collection with an audit and privacy layer. Secure links, configurable expiry, file restrictions, trusted timestamps, retention controls, legal hold, GDPR consent tools, DSAR export, and audit logging support more formal intake processes than a basic form builder. The trade-off is ecosystem breadth: the product has API access but no integrations, and it does not include payment collection. Choose Gatherly when document control, signatures, privacy workflows, and traceability matter most; consider an alternative when connected app workflows or client payments are central requirements.

Gatherly pros and cons

  • Where it wins
    • Secure portal, configurable link expiry, and restricted file uploads
    • Electronic signatures, reminders, templates, and progress tracking
    • Retention policies, GDPR tools, audit logging, and AES-256 encryption
  • Where it doesn't
    • No payment collection tools
    • No native integrations
    • Advanced privacy and legal controls require higher tiers

Gatherly fact sheet, pricing and score →

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