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 all the supporting
files sorted is painful!
The biggest issues our clients have are:
- Clients forget to send that file "saved somewhere” or that their partner has.
- We ask most of our clients for 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.
How do we help?
- Request documents and follow up using email, SMS and text messages.
- Use automated reminders to get documents back on time.
- Easily manage document approval.
- Convert all files to a single PDF.
- Sync and save to your cloud drive.
- Sign contracts online with E-Signature.
- Everything is kept with a full audit trail.
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.