TOUR

Document Collection on Autopilot

Easily request files, documents, forms & signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.
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Client Portal

A secure document portal that your clients can access from any device.

Forms & e-Signatures

Create, share and complete online forms with digital signatures.

Admin Dashboard

Request, review, approve and manage documents in one dashboard.

Templates

Save regular information requests for reuse, sharing and compliance.

Alerts & Follow Up

Set due dates, schedule requests and automate client reminders.

Security & Access

Secure client data and files, log audit trails and set access levels.

API & Integrations

Connect to your existing systems with ease via our native integrations, Zapier and API.

Get Started

Sign up for your free 14-day trial to experience FileInvite for yourself.
SOLUTIONS

Get work flowing

FileInvite replaces email when requesting information. Gather all the documents, signatures, files, and data you require, in record time.

BY INDUSTRY

Banking & Financial Services

Education

Legal

Professional Services

Enterprise

BY USE CASE

For Onboarding

For Commercial Loans

For Mortgages and Loans

For Applications

BY ROLE

For Sales Teams

For Operations

For Marketing Teams

For Human Resources

For Accountants
PRICING

Pricing

Gather all the documents, signatures, and data you require up to 80% faster with FileInvite.

Compare Plans & Features

From branded client portals to cloud storage integrations, choose the plan that's right for your business.

FAQs

Have a question? We've got answers.
RESOURCES

Stop chasing clients for documents

A pioneer in automated document collection – FileInvite exists to simplify and secure the exchange of client information.

Case Studies

Inspiring stories, real Fileinvite customers.

Blog

The latest tips, tricks and tactics to get your work flowing.

Resource Library

Videos, eBooks, webinars and reports.

Partners

Interested in partnering with FileInvite?

Help Centre

For the latest product guidance, tips & tricks.

About

Where we started, and where we're going.

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Careers

Accelerate your career with one of NZ's up and coming startups

BIG PICTURE

"Great companies are grown by growing great people

We're looking for fantastic people, with a fantastic attitude, that want to grow both personally and professionally, and do some fantastic stuff."

James Sampson

Founder & CEO

Matchstiq Top 100 Badge 2022 - FileInvite

WE'RE HIRING

If you're up for it, see some of our awesome roles below!

We are growing fast, with some new roles across Sales, Marketing, Product, Engineering and Operations coming soon.

Please register your expression of interest to careers@fileinvite.com and keep an eye on this page for some exciting opportunities coming in 2022!