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Description

Collect is an easy-to-use secure portal solution that allows you to collect and manage documents for clients. From Fortune 500 companies to small agencies and professional services providers. Collect is highly customizable, with advanced branding and white-labeling options to match a wide range of use cases. Collect allows teams to be more productive in document collection thanks to advanced features like automatic reminders, assignments, validation processes ,..., and validation workflows It can also be integrated with existing tools. // Be more productive Collect was designed to help you be more productive. // Make a good impression Collect can help you move your brand forward. Your logo and colors will be displayed on your client portal and communications. You can even have a white-label client portal. // Keep your workflow secure Collect takes security seriously and adheres to world-class security standards. Collect has data centres in the US and EU.

Description

Process Street is the Compliance Operations Platform built for teams that need to move fast without breaking standards. It combines document control, workflow automation, and AI-powered oversight in a single system so every policy is followed, every step is tracked, and every audit is effortless. Unlike legacy GRC tools or static SOP docs, Process Street turns compliance into a living system. Policies are documented in governed, version-controlled Pages. Those policies are executed through dynamic workflows with built-in task assignment, approvals, and forms. Every action is logged, monitored, and optimized in real time by Cora, our AI compliance agent. Used across industries like financial services, real estate, healthcare, and manufacturing, Process Street helps teams automate employee onboarding, streamline audits, manage policy updates, enforce vendor reviews, and run critical processes at scale. No code required. No micromanagement. Just proof that work gets done right, every time. Companies like Salesforce, Colliers, Drift, and Hartford Healthcare trust Process Street to eliminate busywork, improve operational visibility, and reduce compliance risk across the business. With native integrations, role-based access, audit trails, and ISO-aligned workflows, it is the platform that makes compliance a competitive advantage. From onboarding to audits, Process Street is how high-stakes teams enforce standards, automate execution, and prove compliance by default.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Slack Yes 
Stackreaction Yes 
Zapier Yes 
APIANT No 
Capsule No 
Cognito Forms No 
Docusign No 
Egnyte No 
Formstack No 
LeadMaster No 
LeadSimple No 
Meltano No 
Microsoft SharePoint No 
Model Context Protocol (MCP) No 
Raklet No 
Time Doctor No 
Twilio No 
VisitorTrack No 
Workday HCM No 
Zendesk No 

Integrations

Slack Yes 
Stackreaction Yes 
Zapier Yes 
APIANT Yes 
Capsule Yes 
Cognito Forms Yes 
Docusign Yes 
Egnyte Yes 
Formstack Yes 
LeadMaster Yes 
LeadSimple Yes 
Meltano Yes 
Microsoft SharePoint Yes 
Model Context Protocol (MCP) Yes 
Raklet Yes 
Time Doctor Yes 
Twilio Yes 
VisitorTrack Yes 
Workday HCM Yes 
Zendesk Yes 

Pricing Details

$39 /month
Starter: $39 /month
Pro: $79 /month
Business: $199 /month
Free Trial Yes 
Free Version No 

Pricing Details

$1500/month
All plans start with a free 14-day trial of Pro features.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Collect

Founded

2019

Country

France

Website

www.usecollect.com

Vendor Details

Company Name

Process Street

Founded

2013

Country

United States

Website

www.process.st/

Product Features

Admissions and Enrollment

Application Management Yes 
Assessment Management Yes 
Candidate Management No 
Colleges / Universities Yes 
Evaluation Management No 
Fee Management No 
Financial Aid Management No 
Forms Management Yes 
K-12 No 
Recruiting Management Yes 
Scoring No 
Self Service Portal Yes 

AML

Behavioral Analytics No 
Case Management Yes 
Compliance Reporting Yes 
Identity Verification Yes 
Investigation Management No 
PEP Screening No 
Risk Assessment No 
SARs No 
Transaction Monitoring Yes 
Watch List No 

Applicant Tracking

Assessments No 
Background Screening Yes 
Candidate Management No 
Collaboration Tools Yes 
Internal HR No 
Interview Management No 
Interview Scheduling No 
Job Board Posting No 
Job Requisition No 
Onboarding Yes 
Recruiting Firms No 
Reference Checking Yes 
Resume Parsing No 
Resume Search No 
Self Service Portal Yes 
Workflow Management Yes 

Audit

Alerts / Notifications No 
Audit Planning No 
Compliance Management Yes 
Dashboard Yes 
Exceptions Management Yes 
Forms Management No 
Issue Management Yes 
Mobile Access No 
Multi-Year Planning No 
Risk Assessment Yes 
Workflow Management No 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing Yes 
Document Retention No 
Electronic Signature No 
Email Management Yes 
File Recovery Yes 
File Type Conversion No 
Forms Management Yes 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control Yes 

File Sharing

Audit Trail Yes 
Chat / Messaging Yes 
Collaboration Yes 
Document Management Yes 
Drag & Drop Yes 
Electronic Signature No 
Encryption Yes 
File Synchronization No 
Search No 
User Management Yes 
Version Control No 
Workflow Management Yes 

Legal Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Yes 
Contract Management No 
Document Assembly No 
Document Indexing No 
Document Tagging No 
Full Text Search No 
Version Control Yes 

Loan Origination

Amortization Schedule No 
Audit Trail Yes 
Closing Documents Yes 
Compliance Management Yes 
Customer Database Yes 
Digital Signature No 
Document Management Yes 
Fee Management No 
Loan Processing No 
Online Application Yes 

Mortgage and Loans

Amortization Schedule No 
Client Database Yes 
Closing Documents Yes 
Commercial Mortgages No 
Contact Management Yes 
Credit Reporting No 
Customer Statements Yes 
Document Management Yes 
Electronic Applications Yes 
Government Loans No 
Loan Origination No 
Loan Servicing Yes 
Pipeline Management No 
Pre-Qualification Yes 
Refinance Management Yes 
Residential Mortgages Yes 

Onboarding

Course Management No 
Document Management Yes 
E-Verify / I-9 Forms Yes 
Electronic Forms Yes 
Electronic Signature No 
Employee Handbook No 
Employee Portal Yes 
File Management Yes 
Job Description Management No 
Orientation Management No 
Self Service Portal Yes 
Task Management No 
Tax Forms No 
Training Management No 

Workflow Management

Access Controls/Permissions No 
Approval Process Control Yes 
Business Process Automation No 
Calendar Management No 
Compliance Tracking Yes 
Configurable Workflow Yes 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management Yes 
Graphical Workflow Editor No 
Mobile Access No 
No-Code Yes 
Task Management No 
Third Party Integrations Yes 
Workflow Configuration Yes 

Product Features

Business Process Management

Access Controls / Permissions Yes 
Alerts / Notifications Yes 
Business Process Automation Yes 
Business Rules Management Yes 
Collaboration Yes 
Process Change Tracking Yes 
Process Mapping Yes 
Process Modeling & Design Yes 
Visual Workflow Management Yes 

Compliance

Archiving & Retention Yes 
Artificial Intelligence (AI) Yes 
Audit Management Yes 
Compliance Tracking Yes 
Controls Testing Yes 
Environmental Compliance Yes 
FDA Compliance Yes 
HIPAA Compliance Yes 
ISO Compliance Yes 
Incident Management Yes 
OSHA Compliance Yes 
Risk Management Yes 
Sarbanes-Oxley Compliance Yes 
Surveys & Feedback Yes 
Version Control Yes 
Workflow / Process Automation Yes 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture Yes 
Document Conversion Yes 
Document Delivery Yes 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature Yes 
Email Management Yes 
File Recovery Yes 
File Type Conversion Yes 
Forms Management Yes 
Full Text Search Yes 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management Yes 
Version Control Yes 

Forms Automation

Approval Process Control Yes 
Archiving & Retention Yes 
Collaboration Yes 
Document Indexing Yes 
Drag & Drop Yes 
Full Text Search Yes 
Remote Document Access Yes 
Rules-Based Workflow Yes 
Text Editing Yes 
Version Control Yes 

Integration

Dashboard Yes 
ETL - Extract / Transform / Load Yes 
Metadata Management Yes 
Multiple Data Sources Yes 
Web Services Yes 

Legal Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Yes 
Contract Management Yes 
Document Assembly Yes 
Document Indexing Yes 
Document Tagging Yes 
Full Text Search Yes 
Version Control Yes 

Onboarding

Course Management Yes 
Document Management Yes 
E-Verify / I-9 Forms Yes 
Electronic Forms Yes 
Electronic Signature Yes 
Employee Handbook Yes 
Employee Portal Yes 
File Management Yes 
Job Description Management Yes 
Orientation Management Yes 
Self Service Portal Yes 
Task Management Yes 
Tax Forms Yes 
Training Management Yes 

Quality Management

Audit Management Yes 
Complaint Management Yes 
Compliance Management No 
Corrective and Preventive Actions (CAPA) Yes 
Defect Tracking No 
Document Control Yes 
Equipment Management Yes 
ISO Standards Management Yes 
Maintenance Management Yes 
Risk Management Yes 
Supplier Quality Control Yes 
Training Management Yes 

Remote Work

Collaboration Yes 
Credential Management Yes 
Electronic Signature Yes 
Employee Monitoring Yes 
Live Chat No 
Meeting Management No 
Project Management Yes 
Remote Access Yes 
Remote Support Yes 
Screen Sharing No 
Softphone No 
Task Management Yes 
Time Zone Tracking No 
Video Chat No 
Web Conferencing No 

Requirements Management

Automated Functional Sizing No 
Automated Requirements QA No 
Automated Test Generation No 
Automated Use Case Modeling No 
Change Management Yes 
Collaboration Yes 
History Tracking Yes 
Prioritization No 
Reporting Yes 
Status Reporting Yes 
Status Tracking Yes 
Summary Reports Yes 
Task Management Yes 
To-Do List Yes 
Traceability Yes 
User Defined Attributes Yes 

Software Documentation

Access Roles / User Permissions Yes 
Automatic Documentation Generation No 
Collaboration Tools Yes 
Docs Web Hosting No 
Feedback Capture No 
Markdown Support No 
Multiple Formats Support No 
Multiple Versions Support No 
Version Control Yes 
WYSIWIG Editor Yes 
Webhooks Yes 
reStructured Text Support No 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management Yes 
Compliance Tracking Yes 
Configurable Workflow Yes 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management Yes 
Graphical Workflow Editor Yes 
Mobile Access Yes 
No-Code Yes 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

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