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Collect

Collect

Automate client onboarding with AI-powered document collection and secure portals that make paperwork fun!
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Collect is an AI-powered client onboarding platform that automates document collection, workflow management, and secure data handling. It eliminates manual paperwork through intelligent automation, smart document sorting, real-time CRM integration, and branded client portals, helping businesses scale efficiently while maintaining security and compliance.

Free Trial
$39/mo
Collect screen shot

How to use Collect?

Collect streamlines client onboarding by creating automated workflows for document requests, reminders, and submissions. Users set up branded portals where clients upload documents, which are automatically sorted, renamed, and synced with CRMs. The AI document parser extracts data, while conditional logic customizes requests. This eliminates manual follow-ups, reduces errors, and accelerates revenue cycles for service-based businesses.

Collect 's Core Features

  • AI-powered document parsing automatically extracts and organizes data from uploaded files, reducing manual entry
  • Automated workflow engine sends personalized reminders and notifications to ensure timely client submissions
  • Real-time CRM synchronization with HubSpot, Pipedrive, and other platforms keeps client data current across systems
  • White-label client portals with custom branding create seamless, professional onboarding experiences
  • Secure document handling with GDPR compliance, audit logs, and enterprise-grade security protocols
  • Conditional logic and variables enable dynamic, personalized request forms based on client responses
  • Integration capabilities with cloud storage (Google Drive, Dropbox) and Zapier for extended automation

    • Collect 's Use Cases

  • Financial advisors use Collect to securely gather client KYC documents, automating compliance checks and reducing onboarding time from days to hours
  • Law firms implement branded portals for case intake, where clients upload legal documents that are automatically sorted and synced with practice management software
  • HR departments streamline employee onboarding by creating automated workflows for contract signing and document submission, eliminating paperwork bottlenecks
  • Real estate agencies collect property documents and client information through personalized portals, with AI sorting files and syncing to CRM systems
  • Healthcare providers use secure portals for patient intake forms and medical records, ensuring HIPAA compliance while reducing administrative workload
  • Consulting firms automate client onboarding with conditional logic forms that adapt based on service type, improving client experience and operational efficiency

    • Collect 's Pricing

    Starter

    $39/mo

    Basic plan with unlimited requests, 5 users, 2GB max upload, 100GB storage, conditional logics, and Zapier integration

    Pro

    $79/mo

    Advanced features including CRM integrations (HubSpot, Pipedrive), Docusign e-signature, and enhanced automation capabilities

    Business

    $199/mo

    Enterprise-grade plan with white-label portal, API access, rights management, priority support, and unlimited scaling

    Collect 's FAQ

    Most impacted jobs

    Financial Advisor
    Lawyer
    HR Manager
    Real Estate Agent
    Healthcare Administrator
    Consultant
    Accountant
    Insurance Agent
    Marketing Agency
    IT Service Provider

    Collect 's Tags

    #Document Collection#Client Onboarding#Workflow Automation#CRM Integration#Secure Portal

    Collect 's Alternatives