Gatherly

Client intake platform for collecting documents, signatures, and completed forms through a secure client portal.

Gatherly helps professional services firms request and organize client documents and signatures. It provides secure link-based portals, structured checklists, automated reminders, e-signatures, audit logging, retention controls, and GDPR workflow tools.

What Gatherly does

  • Secure link client portals without client accounts
  • Structured document and signature checklists
  • Automated reminder sequences
  • Built-in digital signatures
  • Document retention and legal hold policies
  • GDPR tools including consent and DSAR export

Gatherly on Founder Battle

Global rank
#9
Category rank
#1 in Productivity
Finished battles
19
Wins
15
Losses
4
No contests
0

Recent battle results

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