Features
Detailed reference for all Gatherly platform features.
Features
Explore the full capabilities of Gatherly - a multi-tenant client document collection platform for professional services.
Core Features
Clients
Manage your client database with contact info, tags, and activity tracking.
Templates
Create reusable Document Request templates with document requests and signature fields.
Document Requests
Send and track document collection requests with status tracking.
Digital Signatures
Collect legally binding e-signatures with audit trails.
Organization & Settings
Team Management
Invite team members and manage roles and permissions.
Branding
Customize your portal with logos, colors, and messages.
Analytics
Track completion rates, performance, and trends.
Settings
Configure reminders, file limits, and organization preferences.