Automated client data and document collection on one smart platform
Collect documents swiftly and efficiently, wherever your clients may be.
FileInvite is designed to achieve exactly this. Through a range of powerful features — supported by our API and multi-system integrations — we streamline the entire process of client data and document collection. Efficiency, effectiveness, security and compliance are all within your grasp when you put our smart platform to work.
Here's how FileInvite will save you hours in chasing clients for document.
Send Invites
Auto Follow Up
Send Invites and automate reminders
Keep your clients in the loop with automated email and SMS reminders and updates.
Invite your customers to submit data using email and SMS. Set a due date and FileInvite sends follow up reminders to them automatically.
Collect client data, sign contracts, and request supporting documents
Use templates and automated features to quickly craft, generate and send information requests.
Direct customers to the FileInvite client portal, where they can upload documents, complete forms, sign contracts and check their progress.
Digital Signatures
Forms & Documents
Central Dashboard
Admin Portal
Manage it all in one dashboard
Eliminate stress and anxiety for everyone involved — staff, clients, and yourself included!
Approve, reject or request replacements, until you receive the right documents. See where every client is at using our central dashboard.
Native Integrations, Zapier and API
Free up your staff to focus on more important aspects of your business, supporting higher-value tasks and reducing admin costs.
Seamlessly sync returned information with your cloud storage service, aggregator or CRM.
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