- Home
- Client Intake Software
- Gatherly
On the recordRead 7 Oct 202612 facts
Gatherly
Plans and prices
Starter
$29a month, billed yearly
15 active intakes · Unlimited clients · 2 GB storage · 10 templates
Read 7 Oct 2026 · gatherly.shop
Professional
$79a month, billed yearly
75 active intakes · 25 GB storage · Unlimited templates · Up to 5 team members
Read 7 Oct 2026 · gatherly.shop
Business
$149a month, billed yearly
250 active intakes · 100 GB storage · Up to 15 team members · API access
Read 7 Oct 2026 · gatherly.shop
Enterprise
Priced on request
Unlimited team members, intakes, and storage · Advanced API limits
Read 7 Oct 2026 · gatherly.shop
On the record
- Client portal
- Clients can use a secure link to upload documents and complete intake without creating an account or password.gatherly.shop · read 7 Oct 2026
- Compliance
- Its GDPR toolkit includes consent management, DSAR export, data portability, breach notification, processing restriction, and right-to-erasure support.gatherly.shop · read 7 Oct 2026
- E-signatures
- The platform supports typed, drawn, or uploaded signatures, with RFC 3161 timestamps and PKCS#7 signatures on Professional and above.gatherly.shop · read 7 Oct 2026
- Integrations and API
- Business and Enterprise plans include a REST API with customizable API key scopes for programmatic integration.gatherly.shop · read 7 Oct 2026
- Plan limit behavior
- After reaching the active-intake limit, users can access existing intakes but cannot create new ones until they complete existing intakes or upgrade.gatherly.shop · read 7 Oct 2026
- Reminders
- Automatic reminder sequences can be configured for 3, 7, 14, or 21-day intervals and stop when the client completes intake.gatherly.shop · read 7 Oct 2026
- Request limits
- Each intake checklist can contain up to 50 items, with file type and size restrictions and required or optional items.gatherly.shop · read 7 Oct 2026
- 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.gatherly.shop · read 7 Oct 2026
- Support
- Starter includes email support, while Professional and Business include priority support.gatherly.shop · read 7 Oct 2026
- Trial
- All plans have a 14-day free trial with full Professional features, no credit card required, and trial limits of 5 active intakes and 2 GB storage.gatherly.shop · read 7 Oct 2026
- What it does
- Gatherly is a client intake and document collection platform for professional services firms.gatherly.shop · read 7 Oct 2026
- Who it is for
- Gatherly lists legal, accounting, real estate, immigration, insurance, financial, healthcare, and education workflows among its supported industries.gatherly.shop · read 7 Oct 2026
