Request information from clients.Get it back faster than before.
A secure portal that your clients can access from any device.
Create, share and complete online forms with digital signatures.
Request, review, and manage documents in one dashboard.
Save regular information requests for reuse, sharing and compliance.
Set due dates, schedule requests and automate client reminders.
Secure client data and files, log audit trails and set access levels.
Connect FileInvite to your existing systems with ease.
Sign up for your free 14-day trial to experience FileInvite for yourself.
Faster, safe & simple. No IT projects required.
BY USE CASE
Your clients expect world-class experiences from the businesses they interact with. Give them a superior white-labelled experience, powered by FileInvite.
Make it easy for your clients to get you the information you require
Get documents, PII & PIFI back from clients up to 80% faster than email
SOC II Type II Accredited, HIPAA (coming soon), CCPA and GDPR compliant
Software built to enhance your workflow and scale as you grow
Explore the world-leading document collection API.
Read how people have transformed businesses with FileInvite.
The latest tips, tricks and tactics to get your work flowing.
Browse FileInvite videos, eBooks, webinars and reports.
For the latest product guidance, tips & tricks.
Where we started, and where we're going.
Why have so many businesses made the switch to FileInvite?
Choose the plan that's right for your business.
Answers to common questions like, "What is an Invite?"
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