Stop chasing your clients for documents

Accelerate key stages in your document management processes using out-of-the-box automation. Easily request files, documents, forms & signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.

Experience FileInvite by signing up for our Free plan.
No credit card required, all core features included.

Document Magnet

Trusted by thousands of happy customers

"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."


Discover a better way to collect client information

FileInvite replaces email when requesting information.

We've helped our customers experience an average 34% decrease in document return turnaround, and we've collected over 6,800 5-star reviews from our client portal users.


Impress your boss and your clients – without the heavy lifting

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. 

FileInvite - Client Portal
FileInvite - Magnet - 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.


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 2022 emerging favorite in Gartner's Capterra  Digital Signature category.

FileInvite - Digital Signatures
FileInvite - Live Forms

Automate your information requests

Automatically create digital versions of your paper forms using templates. Your clients complete them online through their dedicated client portal. 


Integrated 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.

FileInvite - API & Integrations
FileInvite - 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.

Delight your clients with the FileInvite experience

Provide a consistent, highly-rated experience for all of your clients without giving away your time. Get hours back each week to do whatever it is that you need to do.
Experience FileInvite for yourself, on your own schedule, with our FileInvite free plan.

FileInvite Plans & Pricing

Note that all prices below are for pricing on an annual plan  |  All prices are in USD



$99/ month

20 Invites / month

Check-yellow  Up to 20 requests per Invite
Check-yellow  1 user included
Check-yellow  40 SMS credits included

For ongoing document collection.

   All Core Features
red-x-icon   Advanced Features
red-x-icon   Enterprise Features

  • Everything in Free, plus:
  • Checkmark Zapier Integration
  • Checkmark OneDrive for Business



From 100 Invites / month

Check-yellow  Custom request limits per invite
Check-yellow  Custom user limits
Check-yellow  Custom SMS credits included

For businesses looking to scale.

   All Core Features
  All Advanced Features
lock   Limited Enterprise Features

  • Everything in Pro, plus:
  • Checkmark Robust API Suite
  • Checkmark White Label Available
  • Checkmark Custom Invites & User Limits
  • Checkmark Multi-Currency Billing Available

Got a question?

How secure is FileInvite?

FileInvite takes data security incredibly seriously. We are SOC-2 Type 2 certified, GDPR, HIPAA, CCPA and FERPA compliant, and operate wholly under their regulations and guidance. 

All sessions are run through a secure SSL/HTTPS connection. Every file is automatically encrypted when stored in the cloud as well as during upload. FileInvite is exponentially more secure than sending via normal unencrypted email.

For more information please view our Security & Compliance page.

How much does FileInvite cost?

You can find our full pricing table on our pricing page and in the app under Settings > Plans & Billing on the left sidebar.

Plans & Billing FileInvite

Can I change my plan later?

Of course, you can manage your plan in the app or contact sales. We recommend starting on the Free plan, then upgrading if you require extra invites or functionality. However, the Pro plan is sufficient for most small businesses or teams.

You can find our plans, full pricing table and payment options under Settings > Plans & Billing on the left sidebar in the app.

Plans & Billing FileInvite


What is so great about FileInvite?

FileInvite automates the collection of files, documents, and data in an easy-to-use platform. You can create an Invite (request) from your clients for any information you need (including forms and eSignatures) and then the client will have their own secure portal to provide the documents to you. The system will gently nudge them to provide the documents to you before the due date you set.

It's simple, secure, and easy to use – for you and your uncle!

Experience the power of FileInvite

No credit card required All core features included.