Start saving hours, in just 10 minutes.
FileInvite saves you hours each week by automating the collection of client information – particularly in document-heavy workflows.
How this tour works
Follow this guide to quickly learn about FileInvite and discover whether our solutions are suited for your business needs.
1. Watch The Explainer Video
This 4:50 min video (above) gives you an idea of what FileInvite does. And it might give you some ideas for how you could benefit from an easy-to-use document collection platform.
2. Explore The Website
Browse our different features, solutions and popular use cases, case studies, and more. If you can't find the information you're looking for – please let us know.
3. Start Your Free 14-Day Free Trial
The fastest way to experience how easy automated document collection can be. Sign up and get instant access to all features.
4. Take the Product Tour
Once you start your free trial, you will be taken on a guided tour of the product. Here you can watch quick, informative videos about how each FileInvite feature works, or try it for yourself.
Delight your clients with the FileInvite experience
Save hours each week with easy-to-use automation
When deadlines loom, there are better things to be doing than chasing clients for information.
FileInvite chases your clients for you
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.
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Impress your clients and your colleagues
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.
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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 2021 emerging favorite in Gartner's Capterra Digital Signature category.
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Save time with request templates
Automatically create digital versions of your paper forms using templates. Your clients complete them online through their dedicated client portal.
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Integrate with your existing tools
Send and receive Invites without breaking your flow. Sync returned files with Google Drive, Dropbox, OneDrive, Box & more. Or use API or Zapier to plug FileInvite into your workflow.
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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.
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