EDUCATION

Collecting time-sensitive information from students can be this easy

Gather all the documents, signatures, files, and data required for an application in record time. Discover why 98% of users (from over 7,000 responses) rated their FileInvite client portal experience 5 stars.

Spend less time chasing students for documents, and more time doing meaningful work. Already used by some of the world's premier educational institutions.

FileInvite rated 4.75

REQUEST A DEMO START YOUR FREE 14-DAY TRIAL

Your time is valuable, use it wisely.

Streamline your workflow using an automated, secure platform that saves you time gathering the multitude of documents needed for student enrollments. FileInvite reduces the frustration associated with collecting all kinds of information – transcripts, applications, identity documents, visas, and more.

Does this sound familiar?

Your team is overwhelmed during peak periods
Students find it difficult to return all documents on time – leaving your teams to chase them
Information gets lost, emails bounce, and documents aren't returned
Deadlines are missed, and the enrollment process drags on
Sensitive data may be vulnerable, and data handling might not meet requirements for personally identifiable information (PII)
Stress and anxiety strike everyone - from your teams right through to students

There is an easy-to-use solution.

SAVE TIME

Boost Team Productivity by an Average of 35%

Gone are the days of requesting documents from clients via email. Our client-facing customers have experienced an average 35% increase in productivity as a direct result of implementing FileInvite.

SCALE FASTER

Efficient Processes Unlock Opportunity

Getting hours of staff time back presents a massive opportunity to scale operations, as many of our customers have successfully done.

SUPERIOR EXPERIENCE

Provide the Digital Experience Today’s Students Expect

We've collected over 7,000 5-star reviews for the FileInvite client portal. FileInvite is built to provide the best possible experience for you and your clients – with your name on it.

Auto PDF Conversion

Never worry about improper formatting again. FileInvite can automatically convert your returned documents to PDF.

Set Naming Conventions

You set the naming conventions of each request you make, so when your requests are returned to you – it's clear what they are.

Transfer Requests

Never lose track of a deal because a team member is away. Transfer Invite (request) ownership to a team member in one click.

Easy Automation

Let our system do the leg work, while you work on your client relationships.

"The amount of time that a McCambridge Duffy employee is required to spend on a case has been reduced by more than eight times."

8x Time Saved

Increased Capacity

Clients Doubled

TIPPING POINT

The traditional methods relied on for document collection were time-consuming. Generally, the company used the postal service, email, and occasionally, WhatsApp to coordinate their document collection.

As volumes grew it became increasingly challenging to deliver the quality of service McCambridge Duffy Group is known for. Because the process wasn’t very intuitive, interactions with the firm were often difficult—a far from ideal first experience for their clients.

RESULTS

87.5% decrease in request return time.

Processes that previously took the firm’s practitioners forty days, now take five.

Client feedback has been excellent. They report being able to quickly and easily upload documents whether they’re working on their desktop or using a mobile device.

"Implementing FileInvite has allowed staff to focus on providing more meaningful advice to each client even as the number of clients has more than doubled."

AUTOMATED DOCUMENT COLLECTION

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.

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.

DIGITAL SIGNATURES

Make contracts a breeze

With FileInvite's legally-binding eSignature technology, you can 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.

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.

API & INTEGRATIONS

Integrates with your existing tools

Sync returned files with Google Drive, Dropbox, OneDrive, Box & more. And use API or Zapier to send returned form data to your desired destinations.

ADMIN DASHBOARD

Get visibility across your workflow

Request, review, approve and manage documents in one dashboard. Staff can do this at an individual level, and managers can have a team view.

"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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Collecting time-sensitive information from students can be this easy

Discover a better way to collect client information