Here's how FileInvite will save you hours in chasing clients for documents.
Client Portal
Access on any device
Client Portal
Create a new secure client portal in seconds that’s customised with your logo and branding. Get exactly what you need, from one, or multiple parties effortlessly.
Your clients can access their portal on any device, at any time. They can upload files, use smartphones, complete forms and even sign documents digitally.
Realtime notifications keep you updated as documents arrive. Productivity tools let you convert, collate, approve, reject and export everything. Your central dashboard ensures you always know the status of every request.
Start collecting even the most complex list of information in seconds with a template from our extensive library. Save your own templates and ensure company wide consistency across branding, messaging and compliance.
Get documents back in record time with the FileInvite automated follow up algorithm. Clients receive notifications and reminders as items become due, saving you the hassle of manual follow-up. Schedule in recurring invites for regular requests. True set and forget information gathering.
Enterprise grade encryption at rest and in transit ensures files, documents and messages are all secured to modern standards. Compliance tasks are made easy with a full audit history and log of client & user activity.
Integrate our fully featured secure API to pass data and files between FileInvite and your own workflows, or switch on our built in native integrations and Zapier workflows to connect with thousands of other cloud systems, apps and storage.
