LEGAL

Request case files online
with a secure client portal

Manage, chase, approve and save all your case files
and bankruptcy documents in a single platform.

plus_pattern_half

Every case is unique, but the process shouldn't be 

When missing or late files can make or break a case, keeping track of documentation and consistent procedures is critical. 
FileInvite-Explained
See how FileInvite can streamline client information gathering. 

Start your free trial!

No Credit Card Required. All Features Included. 

plus_pattern_half

What are the benefits of document
collection software?

Manually managing supporting documents is a painful process.  Here are the top ways document collection software can help improve your business processes.

Save Time

The right document collection can help you save hours in administrative workflows.

In fact, by using FileInvite you can boost business productivity by an average of 35%.

09-save-time@2x

Save Money

Getting time back allows you to work directly on your  business.

Get more leads and improve the customer experience to turn those leads into full-fledged customers.

10-save-money@2x

Have Happier Clients

A sleek client portal makes a great first impression with
clients.

Make document uploading from any device easy for your
clients and send them automatic reminders on upcoming
due dates.

client-experiences@2x

Increase Privacy & Security

Emails are a vulnerable way to transfer and store information.

FileInvite pulls sensitive documents out of your inbox,
ensuring your clients' personal information is stored in a
safe, secure place.

11-privacy-security@2x

Success stories

quote
It's saving us a massive amount of time.
david-windler-square
David Windler

Mortgage Supply Co

quote
It starts things off on the right foot.
Alexandra-Jumper
Alexandra Jumper

Aprio Cloud

quote
Takes the pain out of the process for clients.
Patrick-OBrien-square-nobg
Patrick O'Brien

Mortgage World

quote
Before FileInvite was like the dark ages.
Sarah-Bloxham-nobg
Sarah Bloxham

Let's Talk

quote
Our clients love the simplicity and flexibility.
michele-450x450-1
Michele Mansfield

Equity Vision

VIEW MORE STORIES

You're in good company

mortgage-choice
buyers-choice-1
loanmarket-1
squirrel
c2
mortgage-1
northeast
realestate