Streamlined client onboarding

Stop Chasing Clients
for Missing Files.

Create a simple onboarding checklist, send it to your client, and track what is submitted, missing, or overdue, all in one place.

Get Started
No client account requiredReusable templatesProgress tracking
GatherStart Dashboard

Recent projects

Files, approvals, and reminders in one live view.

3 active2 due soon
A

Acme Corp

Website Redesign

In Progress
60%
S

Stark Ind.

Mobile App

Overdue
20%
G

Globex

SEO Audit

Waiting
0%

Everything you need to collect fileswithout the back-and-forth.

Designed for agencies and service teams who need clients to send documents on time, every time.

Build Templates

Create reusable onboarding checklists tailored to every client type you serve.

Invite Clients

Send a magic link. No client account required, they just click and upload.

Track Progress

Monitor status and approve files in real-time from your dashboard.

How it works

Three steps to a cleaner client experience.

01

Create a client workspace

Set up a workspace for any client in seconds. Pick a template or build your own intake checklist from scratch.

02

Send one clean intake link

Share a single link. No login required. Your client sees exactly what's needed and uploads on their own time.

03

Track files and automate follow-ups

Watch submissions come in live. See what's approved, what's pending, and let automated reminders handle overdue items.

What you can collect

One place for everything your project needs.

From intake forms to brand kits, GatherStart handles the full scope of what clients need to hand over.

Project details

Goals, timelines, and project scope

Brand assets

Logos, colors, and style guidelines

Login credentials

Platform access and account details

Files and documents

Contracts, forms, and media uploads

Approvals

Sign-offs and written confirmations

Launch requirements

Final checklist items before go-live

The difference

Less chasing. More doing.

Before GatherStart

  • Files buried across email threads
  • Repeated follow-up messages
  • Missing launch details at deadline
  • No clear view of client status

With GatherStart

  • One shared request flow per client
  • Clear missing-item tracking
  • Organized submissions in one place
  • Faster, smoother project kickoff

Start your first client workspace.

Give clients one clear place to submit everything your team needs.

Get Started

No credit card required. Free for your first workspace.