Client portal software made for modern teams

Collect helps you create great experiences for your clients

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Client portal

Automate your workflows in minutes and save hours

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Offer a seamless experience to your clients

While your competitors are using inefficient emails to collect documents and information, your Collect client portals are intuitive, beautiful, and mobile-responsive.
Your client can fill out the form, upload documents from any device, save, and finish later.

Illustration showing how to setup a no-code client portal

Empower your team and save time

The no-code approach used by Collect allows anyone in your team to build a client portal with advanced document collection fields and online forms.
The setup only takes minutes and it takes seconds to send requests to your clients.
You can save even more time by connecting Collect to your tools and fully automate your workflow.

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Stand out with your branded client portal

You can customize your client portal and communications to reflect your brand.
Add your logo, customize color themes and choose your preferred language.
Optionnaly, Collect is also available as a full white-label service. Your white-label client portal will then be hosted on a sub-domain like and all references to Collect will be removed.

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