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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.
