Intake – Secure client document collection with browser-side encryption
Browser-side encryption before upload beats DocuSign's server-side storage model.

eIDAS-qualified e-signatures plus document collection in one workflow, not two.
Accountants, lawyers, consultants, financial advisors
DocuSign · Hellosign · Legalzoom
The pattern repeats everywhere — send a PDF, follow up three times, client sends it unsigned, follow up again, client sends the wrong document. The billing clock stops but the frustration doesn't.
Gatherly lets firms send a Secure Link to a branded Client Portal where clients sign and upload everything in one place. No client account required. Automated reminders handle follow-up until completion.
A few design decisions worth noting:
- Signatures are eIDAS-qualified (the EU legal standard for electronic signatures), which matters for law firms and financial advisors who need agreements that hold up legally - We combine e-signature with document collection in one workflow — so a client signs an engagement letter and immediately uploads supporting files in the same session, rather than two separate tools - Zero friction for the client side — they get a link, sign, upload, done. No account creation, no app to install
The thing I'm still figuring out: pricing model. Currently flat per-month with a free trial. Curious whether usage-based (per document request sent) or seat-based makes more sense for this kind of workflow tool.
Happy to hear from anyone who's worked in or built for professional services firms.
Browser-side encryption before upload beats DocuSign's server-side storage model.
DocuSign API built specifically for AI agents with MCP server integration.
No-recipient login combined with SHA-256 hashed magic links and per-upload ClamAV scanning shows someone actually thought about real-world security and privacy tradeoffs. The product also offers white-labeling, EU hosting and a full audit trail — neat for regulated customers who care about compliance. Feels like a focused, practical tool rather than vaporware, though the space is crowded so enterprise integrations and pricing will decide adoption.
Solves the root problem: root-level files on managed hosting WordPress without FTP.
Fully local, offline-capable RAG with multi-step reasoning—competes with Perplexity, LlamaIndex, but shut down.
Branded news curation for associations, but competing against NewsGuard, Flipboard B2B, and internal editorial tools.