Learn how to use Gatherly to streamline your client intake and document collection process.

Welcome to Gatherly Documentation

Gatherly is a client intake and document collection platform designed for professional services. This documentation will help you get the most out of the platform.

Quick Links

Getting Started

New to Gatherly? Start here to learn the basics.

Guides

Step-by-step tutorials for common tasks.

Features

Detailed reference for all platform features.

Troubleshooting

Solutions to common issues and FAQs.

What You Can Do

Create intake templates

Design reusable forms for collecting documents and information from clients

Send intake requests

Invite clients to submit documents through a secure portal

Collect e-signatures

Request legally binding electronic signatures on documents

Track progress

Monitor which clients have completed their intakes

Automate reminders

Set up automatic email reminders for pending intakes

Need Help?

If you can't find what you're looking for in the documentation, contact our support team.

Documentation