Visit website

Stop chasing your clients for documents

FileInvite will transform the way you collect information from your clients – hassle free and on time. No longer do you have to receive multiple emails from clients, files that are too big, the wrong data, late files and sometimes nothing at all. We have made the process simple. All you have to do is create and send a FileInvite with the information you require. Clients can then upload documents or flies, complete forms and sign contracts digitally - all in their own secure client portal. You can tick information off the check list as you receive it and send automated reminders to motivate clients if required. You can download the files at any stage straight to your computer or sync with your favourite cloud storage or CRM. With FileInvite you stay in control, impress your clients with professionalism and more importantly, save time and money.
FileInvite Limited
2015
New Zealand
  • Accounting
  • Banking
  • Financial-services
  • Hospital-health-care
  • Legal-services
5 Industries
  • English
1 Language
Industries
  • Accounting
  • Banking
  • Financial-services
  • Hospital-health-care
  • Legal-services
Licensing & Deployment
  • Proprietary
  • Cloud Hosted
  • Web-based
Support
  • Phone
  • 24x7 Support
Knowledge Base
  • Help Guide
  • Video
  • Blog
  • Case Studies

FileInvite Core Features

Focus of Document Management Feature
  • Collaboration Tools
  • Document Indexing
  • Document Retention
  • Document Sharing
  • Document Storage
  • Electronic Signature
Focus of Document Generation Feature
  • Collaboration
  • Document Management
  • Document Security
  • Easy Integration
  • Interaction Tracking
  • Multiple Output Formats
  • Process/Workflow automation
  • Templates

FileInvite Pricing

Pricing Type
  • Free
Preferred Currency
  • USD ($)
Vendor pricing page

FileInvite Reviews

4.0 1 Review
  • Relevance
  • Most Recent
  • Rating: high to low
  • Rating: low to high
Write a Review
Ray Pierce

FileInvite works best to automate the document management process

At Zippy Cash For Cars, we use FileInvite as our Document Management Software. Any organization that wants to automate the document management process should use FileInvite as a solution for information and document requests. By using FileInvite, you can spend more time engaging clients and less time looking for information. Request and gather paperwork, forms, and more through a safe, integrated interface, and receive it back up to 80% quicker. After uploading files and assets via a link, users can use FileInvite to obtain all completed information and documentation or have it quickly sync to third-party online storage apps.

How frequently you use FileInvite?

Daily

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating

FileInvite Integration

This profile is not claimed

Do you own or represent this business? Enter your business email to claim your Goodfirms profile.

Thank you for claimed

You have successfully submit request your claim