Site map
Every public page, by family.
Home
Blog
- See the full list
- Manage multiple client folders without reopening any of them
- Record a client’s answer given by phone or by message
- Annotate a PDF with your client, on the exact spot that raises a question
- Video calls with your clients, started from their folder with nothing to install
- An AI assistant for client folders: it reads, it prepares, you publish
- The Kolinea API: open folders and publish requests from your tools
- Kolinea changelog: October 12, 2026
- Send your documents to your professional, even if they don’t use Kolinea
- Kolinea changelog: the week of 5 October 2026
- Kolinea is live: a shared folder with your clients, from the first message to the archive
- Keeping a site meeting report that the client and contractors actually read
- Which documents to ask for before a preliminary sales agreement
- Getting a client to approve a works variation
- Professional secrecy: sharing documents with a client without exposing them
- The documents to gather to open a wealth management client file
- Chasing a client for missing documents
- How to keep a record of a client decision
- Mortgage file documents: the checklist
- Site updates with your client, without WhatsApp
Who it’s for
- Home builders
- Estate agents
- Property managers
- Lawyers
- Mortgage brokers
- Accountants
- Renovation contractors
- Project managers
- Wealth advisers
- Renovation advisers
- Architects
- Interior designers
- Pool builders
- Property finders
- Training providers
- Business transfer advisers
- Loss assessors
- Mediators
- Wedding planners
- Travel agents
- Garages
What Kolinea solves for you
Features
- Client reviews
- Your brand
- Duplicate a folder
- I’m on it and more time
- Verify a document
- Forward an e-mail
- Progress update
- Record for a client
- Cockpit
- Documents sent
- Annotations
- Calls and video
- Storage
- Reply by e-mail
- AI assistant
- Checklist
- Contacts
- Custom fields
- Notifications
- First folder
- Export
- Opened by the client
- Form
- Milestone
- Catch-up
- Folder options
- API
- Trial folder
- Participants
- The thread
- Appointments
- Reminders
- Calendar
- Choices
- Client access
- Closing
- Confidentiality
- Document requests
- Templates
- Locations
- Sign-off
- Waiting
- Statistics
- Composer