Create a complete bankruptcy pack and bring all your case files online today.
With our live forms tool you can bring all the official documents online, from a B101 or B201 through a B410-0 to a B 427 or B4170.
Simply upload a standard United States Courts or state specific PDF, add form fields and you're ready to go.
Your clients get an easy to use client portal, accesible form any device where they can enter the data using a keyboard rather than printing it our, scanning, faxing and going through all that trouble of uploading it again or emailing it to you. Ideal in scenarios where assets have been seized, and all they have left is their phone. They can also e-sign or add their digital signature to the forms from within the platform.
Use our intuitive form creation tool to create and edit your online forms.
FileInvite lets you overlay form field areas where you would like to collect data from your clients.
Add text boxes, radio buttons, date fields and even areas to sign or initial. If you need to be specific you can also add drop down options to limit choices.
Share the document through FileInvite and request all of your supporting documents in a simple request checklist.
REQUEST
Invite your customers to submit data using email and SMS. Remind them as due dates draw close.
Let clients supply information and supporting files over mobile or desktop.
Perfect for clients with limited access to the internet or desktop devices.
They can even save time by photographing evidence.
COLLECT
PROCESS
Approve, reject or request replacements case files, until you receive the right documents.
Seamlessly send the documents and data you have collected to your CRM or preferred could storage.
REPURPOSE
Save 2 to 3 hours processing time per case and streamline the experience for your customers!
FileInvite is paving the way for more efficient document collection.
You too can save time and avoid confusion by streamlining the way you process documents with your clients.
Easy and safe to use!
- Lynne Ruddock, Australia.
Great value for the price!
- Chris Rivers, USA.
FileInvite helps me share the workload.
- Jill Pollack, Canada.