Your clients trust you with their most sensitive information.
Make sure the way you collect it deserves that trust.
Gatheroo replaces email the weakest link in your client intake process with a secure, auditable portal that guides clients to give you complete, accurate information the first time.
14-day free trial. No credit card required. Set up in minutes.
Email was never built for this.
Most professional services businesses collect sensitive client information the same way: asking clients to reply to an email, attach a document, or fill out a PDF and send it back.
It’s familiar. It’s easy. And it’s one of the biggest risks in your business.
You can’t control your client’s inbox. You can’t guarantee they’ll send the right documents, in the right format, with nothing missing.
And when something goes wrong: a data breach, a compliance audit, a regulator asking questions, an email chain is not a process.
Gatheroo is.
How It Works
Three steps to a smarter, safer intake process.
Build your request
Create a structured request using guided fields, clear instructions and conditional logic, so clients know exactly what you need and how to provide it. Use your own templates or start from ours.
Send a secure, unique link
Each client receives their own unique link to a secure portal. Add an extra layer of protection with optional two-factor authentication, via email or SMS, on every request.
Receive complete, structured responses
Clients are guided through every question. Automated reminders handle the follow-up until the request is fully completed. You’re notified the moment it’s done. Everything is tracked, timestamped and ready to use.
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.
Key Features
Everything you need. Nothing you don’t.
Gatheroo is purpose-built for professional services businesses that collect sensitive information from clients. Here’s what that looks like in practice.
Guided Intake That Gets It Right First Time
Businesses need processes. Clients are individuals. Gatheroo bridges the gap with structured fields, clear instructions, conditional questions and repeater fields. So clients give you what you need, in the format you need it, without the back-and-forth.
Automated From Send to Completion
Set your due date. Set your reminder frequency. Gatheroo handles everything in between. Sending reminders daily, every two days, weekly, whatever suits your process. Your team is notified the moment a request is completed.
Full Visibility, Always
Your dashboard gives you a real-time view of every open request. Who’s been sent what, whether they’ve opened it, how much they’ve completed, and what’s still outstanding. No inbox diving. No status meetings. Just clarity.
Role-Based Access for Your Team
Not everyone on your team needs to see everything. Restrict access to specific requests by team member or role, so sensitive client information stays with the people who need it, and no one else.
Keep Every Conversation in Context
Clients and team members can comment directly on individual questions and tag specific people using @mentions. Every conversation stays attached to the question it’s about. Nothing gets lost in a separate email thread.
A Portal That Represents Your Business
Your logo. Your email domain. Your portal. Clients see a professional, branded experience from the first email to the final submission. Requests can be scheduled so clients receive them at the right time.
Security & Compliance
Built for businesses that can’t afford to get this wrong.
If you work in financial services, mortgage broking, legal, conveyancing, accounting or any field where you handle sensitive client data, your intake process needs to be more than just convenient. It needs to be defensible.
Gatheroo helps businesses build a secure, auditable client intake process with Australian data storage, encryption, 2FA access control and a full activity trail, supporting your obligations under Australian privacy and AML/CTF legislation.
Automated Reminders
Clients Always Know Where They Stand
Clients can see exactly what they’ve completed and what’s still outstanding. Automated reminders handle follow-up until the request is fully completed… without your team lifting a finger. Multiple clients each have their own individual secure link to the same request.
Integrations
Fits into the way you already work.
Connect Gatheroo to the tools your team uses every day. Native integrations with Google Drive and OneDrive mean completed requests sync automatically. Our Zapier integration connects you to 7,000+ apps, no development team required.
Flexible Pricing
Simple, transparent pricing. No surprises.
Start with a free 14-day trial. No credit card required. Cancel any time.
Gatheroo costs less than one hour of rework per week. Most teams save significantly more than that from day one.
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
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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.
-
50 Active Request Projects
-
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)
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100GB of Storage
-
5 Built-For-You Request Lists
-
Conditional Logic
-
Unlimited Templates
-
Unlimited Contacts/Recipients
-
Automatic Request Reminders
-
Secure Portal for Your Clients
Start with a free 14-day trial. No credit card required. Cancel any time.
Need something custom to better collect information from clients?
Whether it’s a unique workflow, advanced integration, or other custom setup we can help create a solution tailored to your needs.
Real businesses. Real results.
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 
Your intake process is either protecting your business or exposing it. There’s no in between.
Gatheroo gives you a secure, guided, auditable client intake portal. Built for Australian professional services businesses that take their obligations seriously.
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.
