SUCCESS STORIES

Document-heavy workflows rejoice – there's an easy solution.

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Reduced Document Turnaround Times by 64.3% (from 42 to 15 days)
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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.

 

CASE STUDY | ACCOUNTING / PROFESSIONAL SERVICES

How Aprio Cloud Improved Their Customer Experience

 

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CASE STUDY | LEGAL

How McCambridge Duffy Reduced Time Required for Document Collection by 87.5%

 

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CASE STUDY | BANKING

Digitizing Document Collection Processes Helps Top 10 SBA Lender Handle More Loans

 

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CASE STUDY | MORTGAGE BROKERAGE

How 3-Person Firm Manages $100 Million in Transactions Per Year

 

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CASE STUDY | COMMERCIAL FINANCE

How 7(A) Funding Reduced Time Spent Collecting Documents by 83%

 

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CASE STUDY | COMMERCIAL FINANCE

How Fundera Slashed Loan Document Turnaround Times by 64.3% (from 42 to 15 days)

 

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CASE STUDY | EDUCATION

How Third Decade Identified and Optimized Inefficiencies in Their Document Workflow

 

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CASE STUDY | MARKETING AGENCY

How Driving Success Improved Content Request Workflows with Branded Client Portals

 

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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."


"Before FileInvite was like the dark ages."

"It's saving us a massive amount of time."

"Our conversion rate is up and things are a lot quicker!"

"It gives you back valuable time for another deal."


"FileInvite has made me much more productive. It keeps all the documents I need precisely where I need them and allows me to create my own templates. Increased productivity. Decreased frustration."

"An important component enabling our business to expand is the ability to share information and documents between our clients and every member of our growing team. FileInvite has been a vital tool empowering our clients to easily provide us with the documents and information we need. Our clients also love the simplicity and flexibility of FileInvite - and everyone always knows what information is outstanding. We love FileInvite!

"I love the fact that you can receive larger documents all at once, as opposed to having to break them up by sending via email. There are no downsides that I could find and it does everything I need.


"Does as it says - document collection on autopilot!"

"Set it and forget it — and still get what you need"

"FileInvite has saved us dozens and dozens of hours every month trying to chase content."

"It gives you back valuable time for another deal."


"Being able to send documents for signature along with having the customer securely upload their personal information has been very beneficial to our organization. Being a non-profit requires us to watch our costs and this has been very cost-friendly."

"I loved the fact that all the documents that I needed from a client were not only sent to the client in one actionable file but also that the clients had a clear visual of what they had and hadn't sent. The auto follow-ups for documents not yet received were also a valuable time saver. Clients have given me nothing but positive feedback on the ease of use from end-user experience as well."

"I keep files out of my inbox and easily managed with FileInvite. It sets auto-reminders for my clients and I can customise the list of items I'm asking for to simplify the process. It also links to my other software like Box, Dropbox and Google Drive."

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McCambridge Duffy - grey logo
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"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."

Delight your clients with the FileInvite experience