TOUR

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.

HubSpot Video

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

FEATURES

Save hours each week with easy-to-use automation

When deadlines loom, there are better things to be doing than chasing clients for information.

DOCUMENT COLLECTION

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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CLIENT PORTAL

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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DIGITAL SIGNATURES

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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DOCUMENT GENERATION

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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API & INTEGRATIONS

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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ADMIN DASHBOARD

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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Save hours each week by automating your document collection