Automated Alerts and Reminders

Set due dates, schedule requests and automate client reminders.

FileInvite rated 4.75

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Stop chasing clients for documents

No more follow-up calls, manual emails, post-it notes, friendly text reminders, or 'quick check-ins'. 

SET DUE DATES

No more overdue requests

Set due dates for your document requests and let us do the reminding.
Approve or reject documents and let our follow up algorithm chase clients for you.

Due Date
SMS Notifications FileInvite
USE SMS REMINDERS

Beat busy Inboxes

Keep clients informed via email and text messages when requesting documents.

SMS messages direct your clients straight to their mobile-optimized client portal on their phones. 

SEND REQUESTS IN BULK TO MULTIPLE CLIENTS

Set and forget

Don't miss month-end or year-end deadlines. Schedule recurring requests to get documents, tax returns or renew contracts.

Use FileInvite Bulk Request™ feature to send the same request to all of your clients, in one go.

Bulk Request FileInvite
RESOURCES

Automated Document Collection Resources

Discover more powerful features

Power up your workflow with easy-to-use automation.

CLIENT PORTAL

Impress your clients and your colleagues

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

 

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DIGITAL SIGNATURES

Make contracts a breeze

Easily request single or multiple-party signatures on contracts, agreements, and applications. FileInvite was named a 2021 emerging favorite in Gartner's Capterra Digital Signature category.

 

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DOCUMENT GENERATION

Automate your information requests

Automatically create digital versions of your paper forms using templates. Your clients complete them online through their dedicated client portal. 

 

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ADMIN DASHBOARD

Get visibility across your workflow

Request, review, approve and manage documents in one dashboard. Staff can do this at an individual level, and managers can have a team view.

 

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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."

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Delight your clients with the FileInvite experience