Sound Familiar?

Whether you're a clerk, barrister or lawyer, without the supporting documents you need for a case, things are going nowhere. It's a constant battle to be on top of case files. 

Requesting a convoluted list of supporting documents, describing what they're for and getting them back in a timely fashion is a headache!

Getting supporting files  for a case is painful!

The biggest issues our clients have are:

  • Clients forget to send that file "saved somewhere”
  • Their partner can't upload files.  
  • Most clients provide the same documents - over and over again. Pay stubs, deeds, appraisals, income statements etc.  
  • We have no process to approve, reject, and request updated documents easily.
  • There's no audit trail of who sent what and when.


With FileInvite you can request all the supporting documents for a client case in a single invitation.

Manage the review of the documents and save them securely to your drive or cloud storage.

FileInvite-Explained

Uses FileInvite to streamline client information gathering.  

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What are the benefits of using
FileInvite for case document collection?

Manually managing documents is a painful process, FileInvite removes those pains.
Here are the top ways document collection software can help improve your business processes:

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Client experience: Make document uploading easy for your clients and send them automatic reminders on upcoming due dates.
The system also includes a sleek portal to manage all your information in one place.

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Ensure privacy and security: 
Emails are a vulnerable place to store sensitive information - FileInvite pulls important documents out of a messy inbox, ensuring your clients’ personal information is stored in a safe, secure place.

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Save time: The right document collection system can help you save hours in administrative workflows.
In fact, using FileInvite you can boost business productivity by an average of 35%.

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Save money: Getting time back allows you to work directly on your business in other important areas.
Get more leads and improve the customer experience to turn those leads into full-fledged customers.