From building a request to accepting the last file, ClientCollect gives your team a single, calm workflow — and gives your clients a 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.
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.
In transit and at rest, every file is protected.
Privacy notices clients accept before sharing.
Every action, timestamped and attributable.
People see only the clients they should.
Spin up your first request in five minutes. Free for 14 days, no card required.