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Chasing clients for documents is a headache

Replace email when requesting client documents. Accelerate key stages in your document management processes using the simple, automated FileInvite solution that is trusted by thousands of professionals worldwide.

Document Magnet

Delight your clients with the FileInvite experience

From automated follow-up, digitized forms, and eSignatures to custom branding, native integrations, and automatic PDF conversion – you won't know how you worked before us.

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Discover a better way to collect client information

FileInvite replaces email when requesting information from clients.

CLIENT PORTAL

Impress your clients with a world-class experience

Request all the files you need from your clients in the timeframe that you set. Your clients are then guided through an intuitive portal experience and are followed up with friendly reminders as the due date approaches. 

We've helped our customers experience an average 34% decrease in document return turnaround, and we've collected over 7,000 5-star reviews from our client portal users.

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FORMS & TEMPLATES

Digitize paper forms for integrated client data collection

Create digital versions of your paper forms and have your clients complete them online through their dedicated client portal, complete with legally-binding eSignature technology. 

Use our native integrations to sync returned client data directly into your CRM.

FILEINVITE

Trusted by thousands of happy customers

"The amount of time that an employee is required to spend on a case has been reduced by more than eight times."

“Sending reminder emails, sifting through attachments, and chasing files distracts us from our core competencies. Using FileInvite eliminates this. It lets us focus on bringing insights and value to our clients.”

“Sometimes there is an opportunity to work smarter rather than harder. FileInvite has delivered massive efficiency gains for us. It’s been a huge time saving that we never would have been able to achieve without it."

The simple, automated
document collection solution.

 

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Try the power of FileInvite for yourself, you'll wonder how you did business without us!

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