Resources and guides to help you get work flowing
What is Automated Document Collection?
Document collection is all about using digital tools to help manage client documents. These solutions are designed to streamline the collection of supporting documents, reduce handling errors, keep your data safe and compliant, and improve your overall productivity.
You’ll have heard about file sharing solutions like Dropbox and Google Drive. But modern file-sharing tools have evolved beyond what these common solutions offer, with more sophisticated, secure features for businesses who want to protect their brand and credibility, as well as gain more day-to-day efficiencies.
Compare FileInvite with some popular alternatives
There's a better way to collect client information
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Case Studies
We're proud of our customers.
Read through some of the best-kept secrets in workflow and content automation, discover some insights that you could apply to your own business today – and see how our customers managed to achieve such extraordinary results.
How Aprio Cloud Improved Their Customer Experience
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How McCambridge Duffy Reduced Time Required for Document Collection by 87.5%
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Digitizing Document Collection Processes Helps Top 10 SBA Lender Handle More Loans
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How 3-Person Firm Manages $100 Million in Transactions Per Year
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How 7(A) Funding Reduced Time Spent Collecting Documents by 83%
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How Fundera Slashed Loan Document Turnaround Times by 64.3% (from 42 to 15 days)
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How Third Decade Identified and Optimized Inefficiencies in Their Document Workflow
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How Driving Success Improved Content Request Workflows with Branded Client Portals
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