Client workflow at a glance
See quote leads, project responses, files, and the next decisions taking shape before work starts.
- Questions
- 12
- Assets
- 04
- Responses
- 08
- Ready
- 86%
For agencies, small teams, and independent professionals
From new inquiry
to project-ready client.
Share a Quote Link to qualify new work, collect the details and assets that matter, and keep every client moving forward from one workspace.
Quote Links and client intake forms. No client accounts required.
Watch the product tour
One connected client flow
Turn interest into a project-ready client.
Start with the quote request, then bring the brief, client intake, assets, and follow-ups into one Gatherly workspace.
- 01
Share a Quote Link
Give a new prospect one clear link to choose a service and start a quote request.
Public link · service selection
- 02
Qualify the opportunity
Gatherly asks focused questions, captures contact details, and creates a structured brief with a rough range.
Brief · contact details · estimate range
- 03
Collect project context
When work is ready to begin, share an intake form for requirements, decisions, and project direction.
Requirements · scope · decisions
- 04
Keep the momentum
Request files, send automatic intake follow-ups, and review each client response from your Gatherly workspace.
Files · follow-ups · organized responses
Everything you need to move a client forward
Bring lead qualification, project intake, client assets, and follow-ups into one clear client workflow.
One Gatherly workspace
Move directly between Quote Links, projects, forms, and incoming responses.
CmdK
Follow-up signals
Spot the client forms that need attention without digging through email.
Brief to intake
Turn an early project note into a useful first draft of intake questions.
AIDraft a client questionnaire...
Try AI HelperClient-ready links
Share a Quote Link or intake form without asking a client to create another account.
The details that turn a lead into a ready-to-start project.
Beyond the form
More than a form builder for client-service work.
Standalone form tools collect responses. Gatherly helps agencies, small teams, and independent professionals move from a qualified inquiry through a clear, project-ready client handoff.
A project workflow, not a response spreadsheet
Typical form toolsGoogle Forms, Typeform, and Tally collect answers, then leave you to sort through them.
GatherlyGatherly keeps each intake in a project workspace with clear review statuses and next steps.
Answer received -> project ready
Turn a client brief into a first form
Typical form toolsMost form tools start with a blank form and generic questions.
GatherlyAI Helper can summarize the brief, clarify the scope, and create a useful first set of intake questions.
Brief -> AI-assisted intake
One link, with the full context attached
Typical form toolsAnswers and requested files are separate from the work they are meant to inform.
GatherlyClient responses, files, and decisions stay connected in one calm project view.
Responses + files -> one workspace
Follow up without chasing
Typical form toolsWhen a client leaves a form unfinished, the reminder work falls back on your inbox.
GatherlyGatherly sends automatic follow-ups and stops when the client has submitted their intake.
Form shared -> reminders handled
Straightforward beta pricing
Start small. Keep your options open.
Choose the workspace that fits your current client load. Upgrade when the work calls for it.
Start here
Free
$0forever
Start with a Quote Link, then collect client answers and files with AI-assisted intake and automatic follow-ups.
- 5 projects · 3 forms live at once
- 10 publishes/month (new forms or updates)
- 25 client submissions per month
- 10 AI requests per month
- Client answers and file uploads—no signup needed
- 5 automatic client follow-up emails per month
- 5 Quote Link leads per month
Beta pricing
Pro Beta
$9/ month
Move more client work from qualified inquiry to project-ready, with unlimited Quote Links, intake, and exports.
- Unlimited projects and live forms
- Publish new forms and updates without monthly limits
- Unlimited client submissions
- Unlimited AI requests
- PDF and CSV response exports · ZIP file downloads
- Unlimited automatic client follow-up emails
- Unlimited Quote Link leads
Each time you make a form live or publish its changes, it counts as one publish. Editing a draft does not count. Beta pricing and included features may evolve.
FAQ
Frequently asked questions
Everything you need to know about collecting client details with Gatherly.
Take every client from inquiry to project-ready.
Start with a Quote Link, collect a focused project intake, and keep the next step clear from the first message.