Collect everything you need to onboard a client
Give clients one clear place to submit documents, complete forms, and follow their next steps. Collect handles the reminders and keeps your team moving.
Trusted by hundreds of fast growing companies
Your onboarding is slowing down your growth.
If your team is stuck managing forms, folders, and follow-ups, growth creates more manual work. Every delay in onboarding delays the moment a client can get started.
Turn client submissions into work your team can use
Automated workflows do the follow-up for you
Collect sends personalized requests, reminders, and notifications, so clients know what to send and your team spends less time chasing missing documents.
Smart sorting that organizes documents automatically
Uploads are renamed, grouped, and prioritized using AI. Your team gets organized files instead of mystery documents and manual folder work.
Real-time syncing with your CRM, cloud storage, and internal systems
Collect connects to your CRM, cloud storage, and automation tools, so client progress reaches the systems your team already uses.
You can also connect Collect to ChatGPT and other AI assistants through the hosted MCP server.
Branded portals that feel like your product
Use your domain, logo, and colors to give clients a familiar onboarding experience that looks like your business from the first request.
Your data is in safe hands
We know how important trust is during onboarding. That's why Collect is GDPR-compliant, with enterprise-grade security practices, a full security policy on request, and real humans ready to answer any concerns you or your clients have.
Start automating your onboarding today
Try Collect free for 7 days, with full access to our AI and integrations.
