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Collect: AI Intake Organizer

Collect: AI Intake Organizer

Soraban
June 26, 2026

Collect: AI Intake Organizer

End document chaos for good. Collect replaces manual client intake with smart checklists, automatic reminders, and AI that scans, names, and matches every document the moment it arrives — so your team stops sorting files during peak season.

  • Smart checklists — personalized reminders, no difficult logins
  • One dashboard — every client's status, searchable and exportable
  • AI auto-sort — scans, names, and matches docs instantly

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Works with your stack. From day one.

See how Soraban fits alongside the tools your firm already uses — no rip-and-replace required.