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Collect

Client onboarding software for documents, forms, and approvals—with automated reminders, A

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Collect is client onboarding software that provides a secure client portal for document uploads, forms, and approvals. It automates reminders and notifications, uses AI for smart file naming and validation, and integrates with CRMs, cloud storage, and e-signature tools. It offers a hosted MCP server for connecting AI agents like Claude and ChatGPT.

12 alternatives to Collect

Ranked by how well each tool replaces Collect: shared features, audience, price and popularity.

  1. Collectchat

    Build interactive, conversational forms that capture leads, qualify visitors, and book no

    Covers 4 of 15 key features, has a free plan and starts cheaper.

    Free plan
    65 out of 100 match$14/mo

  2. Gatheroo

    Secure client intake · Built for professional services

    Covers 9 of 15 key features and starts cheaper.

    65 out of 100 match$47/mo

  3. FormAssembly

    Secure web forms and digital process automation with validated data flows into Salesforce

    Covers 3 of 15 key features.

    63 out of 100 matchContact sales

  4. Typeform

    Forms and surveys that feel like a conversation.

    Covers 3 of 15 key features, has a free plan and starts cheaper.

    Free plan
    63 out of 100 match$28/mo

  5. 123FormBuilder

    No-code drag-and-drop form builder for secure online forms, surveys, registrations, orders

    Covers 5 of 15 key features, has a free plan and starts cheaper.

    Free plan
    61 out of 100 match$18.50/mo

  6. RandomPicker

    Draw raffle winners with verifiable certificates. Free plan available. Since 2009.

    Covers 4 of 15 key features, has a free plan and starts cheaper.

    Free plan
    61 out of 100 match$10.75/mo

  7. Jotform

    Online form builder with thousands of ready-made templates.

    Covers 3 of 15 key features, has a free plan and starts cheaper.

    Free plan
    60 out of 100 match$39/mo

  8. Submittable

    Giving and granting software that never makes you compromise

    Covers 6 of 15 key features.

    60 out of 100 matchContact sales

  9. formbase

    Collect and verify information from your customers for your workflows and AI agents.

    Covers 10 of 15 key features, has a free plan and starts cheaper.

    Free plan
    60 out of 100 match$33.90/mo

  10. OkaySend

    Collect documents and information from clients through branded portals with reminders.

    Covers 6 of 15 key features and starts cheaper.

    59 out of 100 match$25/mo

  11. DocupletionForms

    Conditional-logic forms that complete your PDFs

    Covers 7 of 15 key features and starts cheaper.

    59 out of 100 match$67/mo

  12. Clustdoc

    Client onboarding software for businesses. Onboard new clients in days, not weeks.

    Covers 2 of 15 key features.

    59 out of 100 match$190/mo