# Collect > Collect is a secure client portal to collect, manage, and track client documents and data. Teams use it to replace messy email threads during customer onboarding, compliance checks, and any document-heavy workflow. It combines branded client portals, smart forms, e-signature, AI document review and extraction, automatic reminders, and CRM sync. Key facts: - Product category: client portal / document collection / customer onboarding software. - Built for operations, onboarding, compliance, finance, legal, and customer success teams. - Clients access the portal without creating an account (passwordless, with optional password or one-time-password protection). - AI capabilities: document review and validation, data extraction, smart file naming, portal builder AI, email writing assistant. - Integrations: HubSpot, Pipedrive, Zapier, Slack, DocuSign, Box, Dropbox, Google Drive, OneDrive, SharePoint. REST API, webhooks, and a hosted MCP server (OAuth 2.0) to connect Collect to AI assistants like Claude and ChatGPT. - 7-day free trial, no credit card required. Paid plans start at $129/month. No free plan. - Documents hosted in Europe (France) or North America (USA), depending on account settings. For an exhaustive, structured fact sheet intended for AI systems (product truth, pricing logic, glossary, claim guardrails), see: https://www.usecollect.com/llms-full.txt ## Product - [How it works](https://www.usecollect.com/how-it-works): Overview of the request workflow, portal experience, and automation. - [Document collection](https://www.usecollect.com/document-collection): Collect files of any type through a branded portal. - [Secure client portal](https://www.usecollect.com/secure-client-portal): Passwordless, secure portal experience for clients. - [Client portal software](https://www.usecollect.com/client-portal-software): Client portal use case overview. - [Customer onboarding software](https://www.usecollect.com/customer-onboarding-software): Onboarding use case with mutual action plans and CRM-driven portal creation. - [Intake forms](https://www.usecollect.com/intake-form): Structured forms with many field types. - [Conditional logic](https://www.usecollect.com/conditional-logics): Dynamic requests that adapt to answers. - [Automatic reminders](https://www.usecollect.com/automatic-reminders): Email and SMS follow-up sequences. - [E-signature](https://www.usecollect.com/e-signature): Integrated signing via DocuSign. - [AI document parser](https://www.usecollect.com/ai-document-parser): AI data extraction from uploaded documents. - [CRM sync](https://www.usecollect.com/crm-sync): HubSpot and Pipedrive integrations. - [Cloud synchronization](https://www.usecollect.com/cloud-synchronization): Sync collected documents to Box, Dropbox, Google Drive, OneDrive, SharePoint. - [White label](https://www.usecollect.com/white-label): Full white-label portal and emails. - [Branding](https://www.usecollect.com/branding): Custom branding, domain, and CSS. - [Roles and permissions](https://www.usecollect.com/roles-and-permissions): Granular team permissions. - [Audit logs](https://www.usecollect.com/audit-logs): Track all account activity. - [SMS](https://www.usecollect.com/sms): SMS invitations and notifications. - [Variables](https://www.usecollect.com/variables): Dynamic variables across requests, emails, and documents. - [API](https://www.usecollect.com/api): REST API and webhooks. - [Collaborative request](https://www.usecollect.com/collaborative-request): Multiple contacts collaborating on one request. - [Tasks](https://www.usecollect.com/tasks): Assign to-dos with owners and due dates across an onboarding. - [Saved views](https://www.usecollect.com/saved-views): Filtered, sortable, shareable views of your requests. - [Recurring requests](https://www.usecollect.com/recurring-requests): Schedule requests on a weekly, monthly, or quarterly cadence. - [Mobile scanner](https://www.usecollect.com/mobile-scanner): Clients scan paper documents to PDF from their phone camera. - [Video messages](https://www.usecollect.com/video-messages): Personal video messages embedded in the client portal. - [Data retention](https://www.usecollect.com/data-retention): Auto-archive, auto-shred, and document expiry policies. ## AI - [Collect AI](https://www.usecollect.com/ai-operations): AI operations - document review, validation, smart file naming, and sorting. - [AI portal builder](https://www.usecollect.com/ai-portal-builder): Generate a client onboarding portal from a text prompt or an existing PDF. - [AI operations](https://www.usecollect.com/ai-operations): AI review, validation, and automatic renaming/sorting of collected files. - [Hosted MCP](https://www.usecollect.com/hosted-mcp): Fully hosted MCP server (OAuth 2.0) to connect Collect to AI assistants like Claude and ChatGPT. ## Integrations - [All integrations](https://www.usecollect.com/integrations): Overview of Collect integrations and connection options. - [HubSpot](https://www.usecollect.com/integrations/hubspot): Trigger requests from deals and sync data/status back to HubSpot. - [Pipedrive](https://www.usecollect.com/integrations/pipedrive): Send requests from Pipedrive deals and sync collected data back. - [Zapier](https://www.usecollect.com/integrations/zapier): Connect Collect to thousands of apps with triggers and actions. - [Slack](https://www.usecollect.com/integrations/slack): Real-time Collect notifications routed to Slack channels. - [DocuSign](https://www.usecollect.com/integrations/docusign): Collect and sign documents in one client portal flow. ## Pricing - [Pricing](https://www.usecollect.com/pricing): Pro $129/month, Business $349/month, Enterprise from $699/month (billed annually; two months free on annual billing). All plans include unlimited requests. 7-day free trial without credit card. ## Resources - [Blog](https://www.usecollect.com/blog): Guides on document collection, client onboarding, and workflow automation. - [Changelog](https://www.usecollect.com/changelog): Product updates and new features. - [Security center](https://www.usecollect.com/security-center): Security practices, infrastructure, and data hosting details. - [Help center](https://help.usecollect.com): Setup guides and support documentation. - [API documentation](https://developers.usecollect.com): Developer documentation for the REST API and webhooks. - [About](https://www.usecollect.com/about-collect): Company information and contact. ## Optional - [Status page](https://status.usecollect.com): Service status and uptime. - [App](https://app.usecollect.com): Application sign-in.