FileInvite

FileInvite is an intuitive online solution designed to streamline the process of collecting documents and files from clients. Ideal for businesses in various sectors, including finance, legal, and education, FileInvite simplifies the client onboarding experience by automating requests, reminders, and secure file submissions. With its user-friendly interface and robust features, FileInvite enhances productivity and ensures that businesses can easily manage and organise client files in one central location.

Core Features

• Customised Requests: Create tailored document requests to suit specific client needs.
• Automated Reminders: Set up automatic email reminders to ensure timely document submission.
• Secure File Upload: Clients can safely upload files with end-to-end encryption, ensuring data protection.
• Multi-User Access: Grant different access levels to team members for collaborative management of client documents.
• Progress Tracking: Monitor the status of document submissions in real-time to manage pending requests effectively.
• Integration Capabilities: Seamlessly integrate with existing tools and software such as Zapier, Google Drive, and more.
• Custom Branding: Personalise the file request experience with your logo and branding for a professional look.

Benefits

FileInvite offers numerous advantages that enhance operational efficiency:

• Increased Efficiency: Automating document collection reduces manual effort and speeds up the onboarding process.
• Improved Client Experience: A simple and straightforward file submission process makes it easier for clients to comply with requests.
• Enhanced Security: Protect sensitive information with secure file upload and storage options, ensuring compliance with data protection regulations.
• Greater Organisation: Centralise all client files in one platform, making retrieval and management straightforward.
• Scalability: Suitable for businesses of all sizes, from freelancers to large enterprises, adapting to their specific needs.