Everything Collected In One Place. On Time. Nothing Missed.
GatherMonk helps teams collect information, documents, forms, files & signatures from anyone outside your organization — through structured requests, automated reminders, review & approvals, and branded portals.
served
templates
first request sent
follow-up emails
What Do Teams Use GatherMonk For?
- →Speaker Hub & Bio Collection
- →Exhibitor Onboarding Portal
- →Sponsor Deliverable Tracking
- →Attendee Registration & Profiling
- →New Employee Onboarding
- →Right-to-Work Document Collection
- →Policy Sign-Off Tracking
- →Contractor & Vendor Onboarding
- →Client Onboarding Portal
- →KYC & Identity Verification
- →Tax Return Document Packs
- →Signed Agreement Collection
- →Vendor Certification Requests
- →Insurance & Liability Documents
- →Annual Audit Evidence Packs
- →Supplier Due Diligence Portals
Collecting Documents and Information From Clients Is Harder Than It Should Be
Stop Juggling Tools. Everything You Need to Gather From Clients Is Right Here.
GatherMonk is one platform with three integrated modules. They share the same clients, the same data, and the same dashboard — so nothing ever falls between the cracks.
Requests
Send structured collection tasks to clients. They know exactly what you need. Reminders run automatically. You approve, reject, and track — zero email threads.
- ✓Stop reviewing submissions over email
- ✓Reduce follow-up emails by up to 80%
- ✓Know exactly who's done and who isn't — always
Client Portal
Give every client a permanent, branded workspace. They log in once from an email link — no password — and see all their requests, guides, and FAQs in one organised place.
- ✓Clients never ask "Can you resend the link?" again
- ✓Your branding — logo and colours applied throughout
- ✓Every engagement organized in one permanent place
Forms
INCLUDED FREEBuild and publish online forms without switching to another platform. Your built-in alternative to Google Forms and Jotform — all responses stay inside GatherMonk.
- ✓No more Google Forms subscriptions or Jotform bills
- ✓Embeddable on your website or shareable by link
- ✓All responses in your GatherMonk dashboard
Stop Chasing. Send a Request. Let GatherMonk Do the Rest.
A Request is a structured collection task you send to a client. Define exactly what you need — documents, data fields, file uploads — set a deadline, and GatherMonk handles every reminder from there. When submissions arrive, you approve or reject each item in one click, with a reason the client sees immediately.
- Reduce follow-up emails by up to 80% — reminders fire on your schedule, stop the moment they submit
- Stop reviewing submissions over email — approve or reject field by field, inside GatherMonk
- Reusable templates — set up once for onboarding, KYC, compliance — reuse for every client
Clients Never Ask "Can You Resend the Link?" Again
Every client gets a permanent, branded workspace under your domain. They click one link from their email and they're straight in — no password, no account, no friction. Inside, they see every request outstanding, your guides, and your FAQ library. You see all clients from one admin view.
- Your branding — your logo and colours applied to the portal
- Passwordless OTP login — clients access in one click, every time
- Instruction guides and searchable FAQ — clients self-serve, you get fewer support queries
- Easily embeddable on your website — drop your portal anywhere
Stop Juggling Google Forms. It's Already Built In.
GatherMonk includes a full forms module — your built-in alternative to Google Forms and Jotform. Build and publish public-facing forms for registrations, enquiries, onboarding, or intake — all responses flow straight into your GatherMonk dashboard. One less subscription. One less tool to manage.
Why it matters: Most of our users were already using Requests for private collection. Forms gives you a public-facing option — a contact page, a registration form, an intake questionnaire — without leaving the platform your team already lives in.
- Drag-and-drop form builder — no coding needed
- Embeddable on your website or shareable via direct link
- All responses in your GatherMonk dashboard — no exports, no switching
Check Statuses, Send Requests, and Approve Submissions — Without Opening GatherMonk
Once your requests are set up in GatherMonk, the Chrome Extension lets you manage everything from any tab — your CRM, your inbox, your project tool. A sidebar panel opens over whatever you're already working on. Check who's submitted, send a new invitation, or see the approval status — in five seconds, without context switching.
- Client asks about their submission on a call? Check the answer in 5 seconds without putting them on hold
- Works over your CRM, inbox, spreadsheet, or any website — no integration, no API
- Install from Chrome Web Store, connect once — always authenticated, always there
1,000+ Ready-Made Templates — Skip the Setup, Start Collecting Today
Don't start from a blank page. GatherMonk includes over 1,000 pre-built request, form, and portal templates covering every major industry and role. Find the right one, customise in minutes, and send your first request today.
- ⚖️ Legal Services
- 🏦 Accounting & Finance
- 🎪 Events & Trade Shows
- 🏢 HR & Recruitment
- 🏗️ Construction & Real Estate
- + 20 more industries
- 🤝 Client Onboarding
- 📊 KYC & Compliance
- 💼 Sales & Business Dev
- 📋 Project Management
- 🛡️ Procurement & Audits
- + 15 more roles
From Setup to Your First Client Response in Under 30 Minutes
Choose a Template or Build Your Own
Pick from 1,000+ industry templates or build a custom request in minutes. Define what you need — documents, data fields, file uploads, signatures.
Send to Your Clients
Add the recipient's email, set a deadline, and send. They receive a branded email with a one-click link. No account to create. No password. They're in immediately.
Reminders Run Automatically
Set your reminder schedule once. GatherMonk sends follow-ups on your behalf — professional, persistent, and automatically stopped the moment they submit.
Review, Approve, or Reject — In One Click
Submissions arrive in your dashboard. Approve what's right. Reject with a reason what isn't. Clients are notified immediately and know exactly what to resubmit — no email thread needed.
Built for Any Team That Collects Information From People
Law Firms & Legal Teams
KYC, AML, signed agreements, ID verification — collected, tracked, and approved with full audit trails.
See use cases →Accountants & Finance
Replace email chaos at tax time. Statements, invoices, receipts — from every client, tracked and approved from one dashboard.
See use cases →Events & Conferences
Speaker bios, headshots, exhibitor packs, attendee forms — collected from 50+ contacts without a single manual chase email.
See use cases →HR & Recruitment
Onboard new hires with structured requests for right-to-work documents, tax forms, and policy sign-offs — all reviewed before day one.
See use cases →Consultants & Agencies
Client onboarding, project briefs, creative approvals, signed contracts — with a branded portal that makes every engagement look professional.
See use cases →Procurement & Compliance
Vendor onboarding, certifications, insurance documents — with approval workflows that create a clear, auditable record of every decision.
See use cases →What Changes When You Stop Chasing and Start Gathering
Everything You Wanted to Know
What exactly is GatherMonk? +
What is a Request? +
What is a Client Portal and how is it different from a Request? +
Do my clients need to create an account or remember a password? +
What is the Forms module and how is it different from Requests? +
Does GatherMonk offer a free plan? +
What does the Chrome Extension do, and do I need it? +
Is GatherMonk GDPR compliant? +
Replace Five Tools With One
GatherMonk replaces the patchwork. One login. One dashboard. Everything connected.
Stop Chasing Clients.
Start Gathering.
14 days free. No credit card. Set up in 30 minutes. Your clients will notice the difference immediately.