The modern document collection platform built for professional services. Get the documents you need from clients faster, with zero email back-and-forth.
No credit card required. 14-day free trial.
Active Intakes
24
Pending Review
8
Completed
156
Clients
89
John Smith
New Client Onboarding
Sarah Johnson
Tax Documents 2024
Michael Chen
Mortgage Application
TRUSTED BY LEADING PROFESSIONAL SERVICES FIRMS
Built for professional services firms who value their time and their clients' experience.
Create your first document request in under 2 minutes. Pre-built templates for every industry.
No passwords for clients. Secure, one-click access to their personalized document portal.
Automated follow-ups that get documents submitted without the endless email chains.
Enterprise-level encryption and compliance. SOC 2 Type II certified. Your data is safe.
Assign intakes to team members, track progress, and manage workload effortlessly.
Track completion rates, identify bottlenecks, and optimize your document collection process.
Four simple steps to transform your document collection process.
Choose from industry templates or build your own. Specify exactly which documents you need.
Your client receives a beautiful, branded email with a magic link to their portal.
Clients drag-and-drop their documents. No account needed. Mobile-friendly.
Get notified instantly. Review, approve, or request revisions with one click.
10,000+
Documents Collected
500+
Happy Teams
60%
Time Saved
99.9%
Uptime
See what professional services firms are saying about Gatherly.
“Gatherly has completely transformed how we onboard new clients. What used to take weeks now takes days. Our clients love how easy it is.”
Sarah Mitchell
Partner, Mitchell & Associates Law
“The automated reminders alone have saved us countless hours. No more chasing clients for documents. They just submit them on time now.”
David Chen
Managing Director, Cornerstone Financial Advisors
“We switched from email and Dropbox to Gatherly and immediately saw a 60% reduction in document collection time. Game changer.”
Jennifer Walsh
Operations Manager, Walsh Mortgage Group
Start free, upgrade when you're ready. No hidden fees.
Perfect for solo practitioners
For growing teams
For large organizations
Join hundreds of professional services firms who've already transformed their client onboarding experience.