Admin & Workflows

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

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Get visibility across your workflow

Staff can request, review, approve and manage information requests at an individual level, and managers can have a team view.

GET THE RIGHT FILES, EVERY TIME

Approve & reject documents

Get the right files every time with approve, reject and process workflows. Use chat, SMS or email to and notify them of what is outstanding, and add additional items as needed.

Approved docs
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ONE VIEW THAT MATTERS

Request status dashboard

Always see where every client and file is at, with one central dashboard. Keep all client requests, messages and history together in one place for security and compliance. Share access or delegate tasks to your team.

PDF CONVERSION, COLLATION & MORE

Automatic document enhancement

Increase productivity with auto PDF conversion and collation, file renaming and redaction of data like tax file numbers. Export all documents as a PDF file in seconds or automatically push to your cloud storage.

PDF Conveyer
Messaging
MESSAGE CLIENTS IN THE PORTAL

Fully integrated messaging

Update, communicate, and message clients all from within the platform. Store all files and communications from the process in one spot.

RESOURCES

Admin & Workflow 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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ALERTS & FOLLOW UP

Stop chasing clients for documents

Gone are the days of requesting documents from clients via email. Our customers have experienced an average 34% decrease in document return turnaround, and we've collected over 7,000 5-star reviews in the process.

 

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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