Collect 2.0
Collect 2.0 is an AI-powered client document collection and onboarding automation platform that streamlines document processing, integrates with existing tools, and provides white-labeled client portals with enterprise-grade security.
https://www.usecollect.com/?ref=producthunt
Product Information
Updated:Oct 11, 2025
What is Collect 2.0
Collect 2.0 is a comprehensive customer onboarding solution that transforms manual document collection into an automated, efficient process. It serves as a secure platform where businesses can request, receive, and manage client documents and information through a customizable portal. The platform combines artificial intelligence, automated workflows, and integration capabilities to simplify the traditionally time-consuming onboarding process while maintaining compliance and security standards.
Key Features of Collect 2.0
Collect 2.0 is a comprehensive document collection and client onboarding platform that combines automation, AI capabilities, and secure document management. It offers automated workflows for document requests and follow-ups, AI-powered document sorting and organization, white-labeled client portals, robust security features including 2FA and IP restrictions, and seamless integration capabilities with various CRM systems and cloud storage platforms through its REST API.
AI-Powered Document Management: Automatically sorts, renames, and prioritizes uploaded documents using AI technology, eliminating manual file organization and improving efficiency
Automated Workflow System: Handles automatic document requests, reminders, and notifications to clients without manual intervention, ensuring timely submission of required materials
White-Label Client Portal: Customizable branded portal with company logo, colors, and domain integration for a professional, seamless client experience
Enterprise-Grade Security: Includes features like Two-Factor Authentication, IP restrictions, encrypted data storage, and GDPR compliance for secure document handling
Use Cases of Collect 2.0
Client Onboarding Automation: Streamlines the collection of necessary documentation and information when bringing on new clients, particularly useful for professional services firms
Compliance Documentation: Manages the collection and verification of regulatory compliance documents from clients or partners with automated tracking and validation
Employee Documentation Management: Facilitates the gathering and organization of employee documents, forms, and information during hiring and ongoing employment processes
Pros
Comprehensive integration capabilities with popular business tools and CRM systems
Strong security features and compliance standards
Highly customizable white-label solution
Cons
7-day trial period might be too short for proper evaluation
Document size limitations during trial period (20MB per document)
How to Use Collect 2.0
Create and verify account: Set up your Collect account in less than 5 minutes and verify your email address to start using the service
Customize your client portal: Add your logo, customize color themes, choose your preferred language and brand the portal to match your company's look and feel
Create document request campaign: Specify which documents you need from clients, set due dates, and configure file constraints (type, size, number of documents allowed)
Set up automated workflows: Configure automated reminders and notifications to chase documents by scheduling personalized emails to clients
Connect integrations: Link your CRM (like HubSpot), cloud storage (Dropbox, Google Drive), and other tools to enable automatic syncing of client data and documents
Send requests to clients: Your clients will receive access to a branded portal where they can securely upload requested documents and information
Monitor and manage submissions: Track client progress, review uploaded documents, and approve/reject submissions through the Collect dashboard
Enable e-signatures (optional): Add e-signature elements to requests using DocuSign templates for documents requiring client signatures
Collect 2.0 FAQs
Collect is a secure portal service that helps businesses collect and manage client documents and information through automated workflows. It features AI-powered document organization, customizable branded portals, and integration capabilities with CRM and cloud storage systems.
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