Getting Started

Welcome to Gatherly! This section will help you get up and running quickly.

Overview

Gatherly helps professional services firms collect documents and information from clients efficiently. Here's the basic workflow:

1. Create a Template - Define what documents and information you need to collect
2. Add Clients - Import or manually add your clients to the system
3. Send a Document Request - Create a request from a template and send it to a client
4. Client Submits - Your client receives a Secure Link and completes the request
5. Review & Approve - Review submitted documents and request changes if needed

Next Steps