Collex
Your client paid their fees, now what? Usually, that means a long drawn out process of collecting documents.
Cut your document collection in half with Collex.
Collex is our automated document collection platform that saves you time and money, and creates accountability for clients.
- Customized law firm portal, webpage and app
- Clients upload documents via their cell phone, laptop, or tablet
- All documents automatically converted to PDF (even cellphone pictures)
- Notify clients in portal if document is “Accepted” or “Rejected”
- Full client list of outstanding documents
- Automated text and email reminders to clients to turn in documents
