Five steps from “I need this” to “it's done.”
No new habits to learn. Build a request the way you already think about it, and let Collectaro handle the chasing.
01
Build the request
List every file, field, date, or signature you need. Add instructions to each item so nobody has to guess what "proof of address" means. Mark what's required and what's optional, and group items into sections if the request is long.
02
Send to one client — or a hundred
Pick your recipients and hit send once. Every client receives a personal link with their own checklist — no account, no password, nothing to install. They open it and start uploading, on desktop or phone.
03
Reminders run on schedule
Choose how often to follow up before a deadline. Collectaro sends the reminders automatically, worded so a third nudge still reads as helpful — not annoyed. You only step in if you want to.
04
Review as it arrives
Every submission lands in one dashboard, organized by request. Approve what's correct, comment on what needs a fix, and see at a glance exactly what's still missing — across every client, not just one.
05
Track what's next
Collectaro keeps tracking the underlying date — a license renewal, a contract expiry, an annual review — and starts the next request automatically when it's time, instead of leaving that to a calendar reminder.
Common questions about the process
Yes — save any request as a template. Templates can be edited any time, and changes only apply to new requests you send from them, not ones already in progress.
Collectaro tracks each item individually. You can approve the parts that are correct and send the request back with just the missing or incorrect items highlighted — no need to start over.
You set the cadence per request (or use the default). Reminders stop automatically once everything required has been submitted, so nobody gets a nudge for something they've already sent.