Client intake use cases

Start client work with context, decisions, and files in place.

Gatherly helps service businesses turn their usual kickoff questions into a repeatable client intake experience.

Build your first intake form
Design projects
Collect brand details, visual references, audience context, content, deliverables, and existing assets before the first concept begins.
Web and development projects
Ask for goals, pages, integrations, content readiness, technical access, and reference links before scoping the build.
Consulting engagements
Gather business goals, current challenges, stakeholders, success criteria, and supporting documents in a focused pre-work questionnaire.
Creative and marketing work
Request campaign goals, creative direction, audience notes, approvals, deadlines, and source files through one organized brief.

Ready to make client kickoff easier?

Create a Gatherly project, build your questions, and share one link with your client.

Get started free