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.
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"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."
Free
$0/ month
3 Invites / month
Up to 20 requests per Invite 1 user included 6 SMS credits included
Get started with FileInvite.
All Core Features
Advanced Features Enterprise Features
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SOC 2 Type II Security
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E-Signatures & Fillable Forms
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Cloud Storage Integrations
Pro
$49/month
20 Invites / month
Up to 20 requests per Invite 1 user included 40 SMS credits included
For ongoing document collection.
All Core Features Advanced Features Enterprise Features
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Everything in Free, plus
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Zapier Integration
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OneDrive for Business
Team
from $99/month
50 Invites / month
Up to 30 requests per Invite 2 userS included 100 SMS credits included
Best for small teams
All Core Features
Limited Advanced Features Enterprise Features
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Everything in Pro, plus
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Collaborate with Teammates
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Add Additional Invites & Users
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.
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.
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!