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Description
CollectCue is a web-based client document request and missing-item tracking tool built for small bookkeeping firms. Teams can create recurring requests by client and period, send secure upload links, monitor outstanding items, and review submitted files from one workspace.
Clients do not need to create an account or learn a complicated portal. Each request has a secure link where they can view required documents, upload files, or mark an item as not applicable. On the bookkeeping side, staff can track request status, review uploads, accept files, request a reupload, and send automatic or manual reminders.
CollectCue is designed for recurring workflows such as month-end close, tax preparation, cleanup projects, and client onboarding.
Description
Dwellex serves as operational software specifically designed for eviction and landlord-tenant legal firms, guiding a case through its various stages from initial notice to intake, court proceedings, judgment, and issuance of a writ. Notices can be served individually or in groups, with each notice meticulously documenting the service method, timing, and evidence such as field photographs, ensuring the service log is prepared for court presentation. Landlords have the option to submit their intake information via a client portal, or staff can input the details directly, and any necessary missing documents are requested prior to case approval. The software generates court packets derived from the case details, utilizing templates for complaints, affidavits, exhibits, and cover sheets that adhere to jurisdictional requirements. Staff members operate from a daily queue of tasks, with deadlines that align with the case's current stage, facilitating efficient workflow management. Landlords can easily monitor the status of their cases across multiple properties, upload necessary documents like ledgers and leases, and verify upcoming hearings. Furthermore, Dwellex integrates seamlessly with Clio and Practice Panther, ensuring that billing is managed efficiently without duplication. This streamlined approach not only enhances productivity but also allows law firms to focus on delivering optimal service to their clients.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
$19.90/month
CollectCue offers a 30-day free trial. Paid plans start at $19.90 per month. Growth is $39.90 per month, and Pro is $69.90 per month. Plans vary by billable client limits and monthly reminder email volume.
Free Trial
Yes
Free Version
No
Pricing Details
$399/month per firm
Free Trial
No
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
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
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
CollectCue
Founded
2026
Country
United States
Website
www.collectcue.com
Vendor Details
Company Name
Case Compass
Founded
2018
Country
United States
Website
www.casecompass.io/dwellex
Product Features
Accounting Practice Management
Approval Workflow
Yes
Billing & Invoicing
Yes
Client Management
Yes
Client Portal
No
Document Management
Yes
Due Date Tracking
Yes
For CPA Firms
Yes
Project Management
Yes
Staff Management
Yes
Time Tracking
Yes
