ClientCollect is document request software — from building a request to accepting the last file, it gives your team one calm workflow to collect files and answers, and your clients a secure client portal that just works.
Compose exactly what you need from five flexible item types, then drag to reorder. Add descriptions so clients always know what's expected.
Colette reads the request you're building and works alongside you — drafting checklists from a sentence, restructuring stages, and rewriting item descriptions so clients understand them the first time.
Drop in any fillable PDF — a loan application, an engagement letter, an intake packet. ClientCollect reads the fields, turns them into a plain-language questionnaire, fills the original document from the answers, and routes it for e-signature.
Clients upload what you asked for and download what you send back — filed copies, agreements, planning summaries — all from one branded, secure portal.
Every submission lands in a review queue. Accept it, request a change, or ask a question right on the item — clients see your message in context, never in a separate thread.
Set a cadence per request and ClientCollect nudges clients about what's still outstanding — politely, on your behalf.
Save any request as a template, complete with privacy notice and notification rules, and launch it in one click next time.
Assign admins and members, keep a tidy client directory, and see every request a client has ever received in one profile.
A timestamped record of every action on a request — sent, submitted, accepted, messaged — for your compliance peace of mind.
Choose to hear about every item or only when a request is fully complete — for you and for your clients.
The portal is built to be finished from a phone — snap a photo of a document and it's uploaded, no scanner required.
Every file travels over an encrypted connection.
Privacy notices clients accept before sharing.
Every action, timestamped and attributable.
Admins control settings, billing and team access, with passwordless sign-in for everyone.
Spin up your first request in five minutes. Free for 14 days, no card required.