Solo professionals and small teams managing one or two projects at a time.
Buy NowAll plans include the full platform — Request Portal, Client Portal, and Forms.
Solo professionals and small teams managing one or two projects at a time.
Buy NowGrowing agencies and service teams running multiple portals and concurrent projects.
Buy NowEstablished agencies and multi-client operations that need unlimited scale and white-label control.
Buy Nowℹ What counts as an Active Request? Any request sent in the last 30 days not yet marked complete. Completed and archived requests do not count — limits reset each month. See FAQ ↓
Need 500+ Client Portals, higher request volumes, custom storage, SSO/SAML login, or full white-label domain? We'll build the right plan around your numbers. No enterprise contracts, no long procurement process.
Three full products in one platform, from day one.
Transparent pricing. Honest support. A product that does what it says.
All data encrypted at rest (AES-256) and in transit (TLS). Hosted on AWS. Your clients' files are safe.
Every plan includes email and live chat with a real person — not a bot. Average response time under 2 hours. Priority support on Business.
Hosted on AWS with redundant infrastructure. Your team and clients can always access their requests and portals.
No lock-in contracts. No cancellation fees. Leave with all your data whenever you need to.
See exactly what's included on each plan before you decide.
| Feature | Starter $29/mo |
Professional $79/mo |
Business $149/mo |
|---|---|---|---|
| Account & Team | |||
| Team seats | 1 | 3 | 5 |
| Storage | 10 GB | 100 GB | 250 GB |
| Chrome PluginBrowser extension that brings GatherMonk into any Chrome tab — check submissions, send invitations, copy form links — without leaving your CRM or email client. | ✓ | ✓ | ✓ |
| Request Portal | |||
| Active requestsAny request sent in the last 30 days not yet marked complete. Completed and archived requests don't count. Resets monthly. | 10 | 50 | Unlimited |
| Unlimited recipients per request | ✓ | ✓ | ✓ |
| Unlimited automated reminders | ✓ | ✓ | ✓ |
| Drag & drop request builder | ✓ | ✓ | ✓ |
| Field-by-field approval & rejection | ✓ | ✓ | ✓ |
| Save & reuse templates | ✓ | ✓ | ✓ |
| "Powered by GatherMonk" removal | — | ✓ | ✓ |
| Client Portal | |||
| Client portalsA branded workspace your clients log into. They see all their requests and tasks in one place. Each portal is a separate named workspace (e.g. Accounting Portal, HR Portal). | 1 | 3 | Unlimited |
| Clients per portalHow many individual client accounts you can invite into a single portal workspace. Professional and Business have unlimited clients per portal. | 50 | ✓ | ✓ |
| OTP / magic link loginClients log in with a one-time code sent to their email — no password to set or remember. Works on any device, every time. | ✓ | ✓ | ✓ |
| Portal analytics & insights | — | ✓ | ✓ |
| Auto-match emails to requestsWhen adding a client by email to a portal, existing requests matching that email are surfaced automatically and linked in one click — no manual matching needed. | — | ✓ | ✓ |
| Instruction/Help PagesRich-text guide pages (text, images, video) published inside the client portal — onboarding guides, how-to articles, FAQs your clients can read anytime. | — | 10/portal | Unlimited |
| Branded portal (logo + colour) | ✓ | ✓ | ✓ |
| Custom portal subdomain | — | — | ✓ |
| Advanced notification control | — | — | ✓ |
| Forms | |||
| Active formsPublic forms with no login required for respondents. The limit applies to simultaneously published (live) forms. Drafts and archived forms don't count. | 5 | 25 | Unlimited |
| Unlimited submissions | ✓ | ✓ | ✓ |
| File & image uploads in forms | ✓ | ✓ | ✓ |
| Custom thank-you page | — | ✓ | ✓ |
| Embed form on any website | — | ✓ | ✓ |
| Form analytics | — | — | ✓ |
| Support | |||
| Help Centre | ✓ | ✓ | ✓ |
| Email & live chat support | ✓ | ✓ | ✓ |
| Priority support | — | — | ✓ |
An Active Request is any information or document collection project you have sent in the last 30 days that has not been marked complete. Examples: client onboarding, tax document collection, vendor intake, project sign-off, compliance submissions.
Completed or archived requests do not count toward your limit. Limits reset automatically each month. So if you send 10 requests and complete 5, only 5 count as active.
A Client Portal is a private, branded workspace your clients log into to see all their outstanding requests, tasks, and guides in one place. Examples: an Accounting Portal for tax clients, an HR Portal for employee onboarding, or a Vendor Portal for supplier documents.
The plan limit reflects how many separate portals you can run. Each portal holds unlimited clients on Professional and above. Need more portals than your plan includes? See the Custom plan.
The Request Portal sends structured information requests to specific people — each with its own link, deadline, and automated reminders. No login required for recipients.
The Client Portal is a permanent branded workspace where clients log in once and see everything — all their active requests, tasks, guides. It is the ongoing relationship hub; the Request Portal handles individual transactions.
Most teams use both together depending on the workflow.
Yes — every plan comes with a full 14-day free trial. No credit card required. You get access to the complete platform so you can test it with real clients before committing.
Annual billing saves 20% versus monthly. Starter: $23/mo ($276/yr). Professional: $63/mo ($756/yr). Business: $119/mo ($1,428/yr). In INR: Starter ₹1,999/mo · Professional ₹5,199/mo · Business ₹9,999/mo. Switch anytime from your account settings.
No. For Request Portal, clients receive a unique email link and submit without an account or password — works on any device. For Client Portal, clients log in using a one-time passcode sent to their email — no password to remember. Zero friction for your clients.
Yes. Upgrade immediately with pro-rated billing. Downgrades take effect at your next billing date. Cancel anytime from account settings — no fees, no questions. You keep access until the end of your paid period and can export all your data before leaving.
Starter — solo professionals or small teams managing one or two projects with a single client portal.
Professional — growing agencies needing multiple portals, portal analytics, custom branding, and larger request volumes. Best for teams of 2–10.
Business — operations that need unlimited portals and requests, custom subdomains, and priority support.
Custom — 500+ Client Portals/month, high request volumes, or specific infrastructure needs. Contact us.
Set up your first request in under 10 minutes. Your clients won't need an account, a password, or a tutorial.
Start free trial