You shouldn’t have to chase your clients for documents!
Get what you need, on time, without the hassle. Gather documents, receipts, IDs, contracts 76% faster with Gatheroo.
The Problem
Endless email chains and scattered documents
Gathering client information feels like a never-ending chase. As professional service providers we juggle emails, attachments, and reminders, leading to wasted time and energy in a chaotic process.
With Gatheroo
Centralised, secure and simple client portal
Gatheroo’s document collection software transforms how you manage client documents and information by bringing everything together in one secure, easy-to-use place.
How it works
3 simple & easy steps
Replace one email, with one Gatheroo request
Create requests
Create and send an organised list of requests. Set a due date, automate reminders, and track your client’s progress in realtime.
Send to your clients
Invite your client to their secure portal with a unique link, where they can easily provide everything you need, creating a secure single source of truth.
Receive prompt responses
Ensure everything is submitted on time with automated reminders. Easily download all files in one place, ready to use when you need them.
Time-Saving Templates
Rinse and repeat
Jumpstart your workflow with our ready-to-use templates designed for professional service providers. Save time and start delivering value to your clients.
Why Gatheroo works
Simplifies your workflow
Gatheroo simplifies your information and document collection process, saving you time to focus on growing your business.
Receive information faster
Clients respond faster when requests are clear, organised, and easy to access. Gatheroo simplifies the process with a single platform, reducing the back-and-forth that slows down traditional methods.
Personalised client interaction
With Gatheroo handling document collection, you can focus on building stronger, more personal relationships with your clients, not spending your time chasing them for information.
Stop searching emails
Emails often get lost in the shuffle, leading to multiple sources of truth and a loss of control over the document collection process. Gatheroo centralises everything, ensuring nothing falls through the cracks.
Boosts staff morale
When your team isn’t bogged down with repetitive follow-ups, they can focus on more meaningful work, leading to higher job satisfaction and better overall performance.
Professionalism at its best
Systemising demonstrates your commitment to efficiency and professionalism. Clients will appreciate the experience, reinforcing your reputation as a forward-thinking business.
Compliance and security
Data protection is paramount, Gatheroo ensures that all client documents are collected and stored securely, helping you stay compliant with industry regulations.
Efficient Communication
Streamline your conversations
Gatheroo keeps client communication in one place. The “Comments” feature allows all discussions to happen next to the relevant document or request, saving time and keeping everyone aligned. This boosts productivity and strengthens client relationships.
Automated Reminders
Keep clients on track and never miss a deadline
Gatheroo automates reminders, eliminating the need for manual follow-ups and endless email searches. Every request is followed up until it’s completed, keeping your process efficient. This frees up your time for more important tasks, knowing your clients are always on track.
Flexible Pricing
Flexible plans
Get a FREE 14-day trial and start gathering straight away!
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Gather Small
Perfect for small businesses, this plan supports essential request handling and suits compact team sizes.
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10 Active Request Projects
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2 Users (team members)
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10GB of Storage
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1 Built-For-You Request List
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Unlimited Templates
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Unlimited Contacts/Recipients
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Automatic Request Reminders
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Easy to Use Requests Builder
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Secure Portal for Your Clients
Gather Medium
Ideal for expanding teams, this plan offers more requests, increased team access, and conditional logic features.
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50 Active Request Projects
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5 Users (team members)
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50GB of Storage
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Conditional Logic
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3 Built-For-You Request Lists
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Unlimited Templates
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Unlimited Contacts/Recipients
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Automatic Request Reminders
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Secure Portal for Your Clients
Gather Large
Tailored for large organizations, offering extensive requests, more storage and large team sizes.
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100 Active Request Projects
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10 Users (team members)
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100GB of Storage
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5 Built-For-You Request Lists
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Conditional Logic
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Unlimited Templates
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Unlimited Contacts/Recipients
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Automatic Request Reminders
-
Secure Portal for Your Clients
Gather Small
Perfect for small businesses, this plan supports essential request handling and suits compact team sizes.
-
10 Active Request Projects
-
2 Users (team members)
-
10GB of Storage
-
1 Built-For-You Request List
-
Unlimited Templates
-
Unlimited Contacts/Recipients
-
Automatic Request Reminders
-
Easy to Use Requests Builder
-
Secure Portal for Your Clients
Gather Medium
Ideal for expanding teams, this plan offers more requests, increased team access, and conditional logic features.
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50 Active Request Projects
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5 Users (team members)
-
50GB of Storage
-
Conditional Logic
-
3 Built-For-You Request Lists
-
Unlimited Templates
-
Unlimited Contacts/Recipients
-
Automatic Request Reminders
-
Secure Portal for Your Clients
Gather Large
Tailored for large organizations, offering extensive requests, more storage and large team sizes.
-
100 Active Request Projects
-
10 Users (team members)
-
100GB of Storage
-
5 Built-For-You Request Lists
-
Conditional Logic
-
Unlimited Templates
-
Unlimited Contacts/Recipients
-
Automatic Request Reminders
-
Secure Portal for Your Clients
Gatheroo Custom
Do you need a custom solution? Contact us to discuss larger plans.
Real Results, Real Stories
Hear from users
Don’t just take our word for it — see how Gatheroo has transformed the workflow and client relationships for businesses just like yours.
“Having a secure portal to collect sensitive client information has given our team real peace of mind.”
- Claire
Accountant 
“The list of requests is really useful. I can easily see outstanding items without scrolling hundreds of emails.”
- Sharon
Business Owner 
“I found the reminders really helpful to focus on getting the information promised on time and on track.”
- David
Mortgage Broker 
“Gatheroo is great for collecting information from my clients, and it’s easy to use, I highly recommend.”
- Peter
Digital Marketer 
“I’ve saved countless hours by cutting out the repetitive tasks and remembering the follow ups – it’s like there’s 2 of me!”
- Sam
Finance Professional 
“The dashboard alone saves me so much time by showing where I’m up to with client data collection. It’s been a game changer!”
- Adrian
Accountant 
Boost Your Business Efficiency
Transform your workflow with Gatheroo
Gatheroo lets you manage client requests easily with a real-time dashboard. Automated notifications keep you updated as requests are processed, reducing manual work and giving you more time to grow your business. Experience streamlined operations with Gatheroo today.
Software Partners
We partner with the best to build and grow Gatheroo
Gatheroo partners with industry leaders. We do this to ensure that our platform is secure, reliable, and easy to use. Our integrations provide a seamless, efficient experience that scales with your needs.
