Sound familiar?

frustated-client

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.
FILE-Pillar1-img2

How do we help?

FI_folders
  • 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.