One secure checklist per matter — intake forms, IDs, signed retainers, discovery documents. Clients upload from any device, and you see exactly what's outstanding without digging through email.
Intake packets go out as attachments and come back half-complete; discovery arrives unlabelled across three channels. ClientCollect turns it into one checklist per matter.
Automatic reminders chase the client so your paralegals don't — outstanding items get finished without a single follow-up call.
Each item spells out exactly what's needed — "the fully executed agreement, all exhibits included" — so nothing comes back incomplete.
IDs, contracts and financial records move through an encrypted portal with a full audit trail — not an unencrypted inbox.
Co-clients, third parties, opposing production — separate checklists, one clear picture of what's still outstanding on the matter.
Don't overwhelm a new client with everything at once. Staged requests open each set of documents when the matter reaches that phase.
Open the matter and clear conflicts.
The documents the matter turns on.
Labelled, organized, ready to produce.
Final executed paperwork on file.
Tell Colette "new commercial lease matter, two counterparties" and she drafts the document checklist — stages, items, client-friendly descriptions and all.
Your clients are stressed and time-poor. The portal is built for exactly that — no login, no PDF wrangling, no "which document did you need again."
Client documents are privileged and confidential — and personal data under GDPR. ClientCollect treats them that way from the first upload.
Contracts and financial records never travel as plain email attachments.
Who requested, uploaded, viewed and accepted each document — a clean chain of custody.
Privacy notices and GDPR-compliant e-consent captured before the first document is shared.
Firm owners manage settings, billing and team access, with passwordless sign-in for everyone.
"Intake used to take a week of back-and-forth. Now the client gets one link and the matter is ready to work the same day."
Send your first intake checklist in under five minutes. Free for 14 days, no card required.