Intelligent client intake for freelancers

Client intake forms
that collect info, not clutter.

Build intake forms in seconds. Send your clients a single magic link. Recieve organized requirements, custom choice details, and file uploads directly to your dashboard.

FEATURES

Streamlined client onboarding.

Eliminate messy email threads. Gatherly provides a complete workflow specifically built for freelancers.

AI Form Generation

Paste your project brief or requirement document. Our built-in AI helper parses the details and auto-generates your intake form fields in seconds.

Brief

Build me a logo design questionnaire with goals, style preferences, budget, deadline, and reference uploads.

Generated fields

Project goals

Long text

Services needed

Single choice

Reference files

File upload

Drag & Drop Editor

Add choice options, large text boxes, links, and file upload fields. Arrange the order seamlessly.

Form fieldsReordered

Project goals

Long text

Service type

Choice

Brand files

Upload

Magic Link Portals

Clients do not need to register. Simply send them your public form URL, and they can upload project data immediately.

Client portalOpened
Send gatherly.app/f/brand-intake

Brand intake portal

No client account needed

Inbox Submission Tracking

Keep client uploads organized. Filter submissions by NEW, REVIEWED, or ACTIONED status so nothing gets lost in transit.

Inbox
Logo brief
Moodboard files
Client notes

Status flow

NEWREVIEWEDACTIONED

Custom Branding

Set up a professional aesthetic matching your design business. Display logos and custom layouts for client interactions.

Client form
G

Studio intake

Your brand, your form

Secure Data Storage

Row-level security ensures client files and project credentials remain protected and completely private to you.

Storage
contract.pdf
brand-assets.zip
brief-notes.txt

Protected access

Private to your workspace

WORKFLOW

Simple 3-step process.

Get up and running in minutes, and let clients fill details without unnecessary friction.

Gatherly flow

Step 1 of 3

Brand Design Intake
Client emailRequired
Project goalsLong text
Reference uploadsFile upload

SOCIAL PROOF

Trusted by freelancers.

Join independent designers, developers, and consultants who use Gatherly to collect project details before work begins.

Cleaner briefsFewer follow-upsFiles in one place
We used to lose half a day chasing project context. Now every client starts with a Gatherly link, and the first call is about decisions instead of missing details.
ET

Elena Torres

Independent creative director

Gatherly turned my messy pre-project emails into one polished link. Clients send the brief, files, timeline, and budget before I ever open a proposal doc.

MS

Maya Singh

Brand designer / @mayadesigns

I reuse the same intake flow for strategy clients, then tweak a few fields for each engagement. It feels custom without rebuilding from scratch.

AP

Alina Park

Creative consultant / @alinacreates

Gatherly gives our small studio a client intake process that feels much bigger than our team. Every project starts organized now.

PS

Priya Shah

Studio owner / @priyashah

Gatherly turned my messy pre-project emails into one polished link. Clients send the brief, files, timeline, and budget before I ever open a proposal doc.

MS

Maya Singh

Brand designer / @mayadesigns

I reuse the same intake flow for strategy clients, then tweak a few fields for each engagement. It feels custom without rebuilding from scratch.

AP

Alina Park

Creative consultant / @alinacreates

Gatherly gives our small studio a client intake process that feels much bigger than our team. Every project starts organized now.

PS

Priya Shah

Studio owner / @priyashah

The public form link saves every kickoff call. I know the pages, integrations, copy status, deadline, and who is approving the project before we talk.

JB

Jon Bell

Web freelancer / @jonbuilds

Clients actually finish the form because it feels simple. I get cleaner context, fewer follow-ups, and all the reference files in one place.

NR

Noah Reed

Product designer / @noahreedd

The public form link saves every kickoff call. I know the pages, integrations, copy status, deadline, and who is approving the project before we talk.

JB

Jon Bell

Web freelancer / @jonbuilds

Clients actually finish the form because it feels simple. I get cleaner context, fewer follow-ups, and all the reference files in one place.

NR

Noah Reed

Product designer / @noahreedd

FAQ

Frequently asked questions

Everything you need to know about collecting client details with Gatherly.

Start onboarding clients today.

Join thousands of designers and developers using Gatherly to simplify project intake workflows. Create your first form in minutes.