DOCUMENT COLLECTION ON AUTOPILOT
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.
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.
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.
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.
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.
Plans from only