FileInvite

Automated cloud-based document collection system for clients

About FileInvite

FileInvite is an information and document requesting solution for any business that wants to automate the process across a client base. Offering particular suitability to those sectors involved in financial services, loan and mortgage applications for example, FileInvite is in fact open to all with scalable subscription-based pricing. The service promises enhanced security over data transmission and storage over traditional email methods, adding SSL/HTTPS encryption to keep sensitive client information confidential. This, coupled with the ability to make multiple requests in one hit while tracking progress, claims to streamline a more efficient approach to data collection.

The system works by allowing users to create "invites" that define all the required information and associated document attachments, which can be saved to template for repeated use. These are then sent to a client contact and tracked to report back the status and progress, viewable from within the app's dashboard-based interface. Automated email reminders can be setup to prompt timely client completion based on stipulated due dates, giving clients online portal links to precisely where the information should be submitted. The uploaded content and files are then securely stored for download through FileInvite, or automatically synced to cloud storage including Dropbox.


Key benefits of FileInvite

  • FileInvite's automated document collection and management software replaces traditional methods for chasing clients when it comes to gathering requested information in a more efficient way.
  • Pricing plans include the sending of unlimited "invites" sent to clients when formally requesting information and files, specifying the necessary information required and due deadlines.
  • Invite templates can be created to simplify the process of making repeated requests, before FileInvite tracks the request progress and sends automated reminders to clients.
  • Files and assets are uploaded to a link, while users can then download all completed information and documentation through FileInvite or sync automatically to third-party online storage apps.
  • Uses a secure SSL/HTTPS connection, automatically encrypting every file during upload and throughout cloud storage to offer a safer method than sending attachments via unencrypted email.

  • Images

    FileInvite Software - The main user dashboard summarises a user's FileInvite activities with status lists, charts, messages and alerts
    FileInvite Software - The client uploads and completes the requested information via a link to an intuitive online interface
    FileInvite Software - Files and information submitted to FileInvite can be downloaded through the app or synced instead to other online storage spaces
    FileInvite Software - Automated email reminders can be setup to prompt clients into action and complete the request by a certain time
    FileInvite Software - Receive questions and messages from clients straight to the main app dashboard
    FileInvite Software - Create a FileInvite to request the information needed, saving them as templates for making repeated requests easier
    FileInvite Software - Send an invite to a client and view helpful status reports on the progress for each one
    View 8 more
    FileInvite video
    FileInvite Software - The main user dashboard summarises a user's FileInvite activities with status lists, charts, messages and alerts
    FileInvite Software - The client uploads and completes the requested information via a link to an intuitive online interface
    FileInvite Software - Files and information submitted to FileInvite can be downloaded through the app or synced instead to other online storage spaces
    FileInvite Software - Automated email reminders can be setup to prompt clients into action and complete the request by a certain time
    FileInvite Software - Receive questions and messages from clients straight to the main app dashboard
    FileInvite Software - Create a FileInvite to request the information needed, saving them as templates for making repeated requests easier
    FileInvite Software - Send an invite to a client and view helpful status reports on the progress for each one

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    Reviews

    Overall rating

    4,7 /5
    (99)
    Value for Money
    4,6/5
    Features
    4,4/5
    Ease of Use
    4,6/5
    Customer Support
    4,8/5

    Already have FileInvite?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 99
    Kevin
    Overall rating
    • Industry: Retail
    • Company size: 10 000+ Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Easy interface

    Reviewed on 2022/10/13

    Pros

    It is a great advantage that it has an easy interface that the user can learn very easily. It is a user friendly application.

    Cons

    Increasing the number of requests more will increase my usage. This is its only limitation, but it is very important to many users.

    Response from FileInvite

    Thanks for your review. It's awesome to hear you like the easy-to-use customer portal - we like it too!

    When it comes to the price per invite - depending on the size of your team, the more invites you send, the cheaper each invite is. Please have a look here at our pricing options: https://www.fileinvite.com/pricing

    If your team is large enough for the enterprise plans please give us a call so we can tailor a custom Fileinvite plan just for you.

    Charles
    Overall rating
    • Industry: Legal Services
    • Company size: Self Employed
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Ease of Use
    • Likelihood to recommend 6.0 /10

    General Thought

    Reviewed on 2021/12/30

    Pros

    0. Simplicity and easy to use
    1. Able to create Templates
    2. eMail notifications being sent automatically for each message
    3. An Invite can be duplicated now
    4. Quick access from the link given for the Invitees with or without passport setting
    5. File conversion into PDF file

    Cons

    Things to be improved rather than Cons:

    1. Unable to prepare 'Create New Invite' first without linking a Contact at a drafting stage. A Contact has to be linked first to create a New Invite not the other way around. This results in the prepared Invite being deleted automatically when the Contact is to be changed without being given a warning notice before proceeding.

    2. No memo writing function for each Invite: a short memo or information has to be written sometimes for each Invite but there is no function unless a Request is used for a note recording purpose.

    3. No sending message function for the multiple Invites selected as only message sending is limited to an Invite. This means though the same information each message has to be prepared separately for a group of Invites.

    4. A function that an Invite sent/used can be reused as a draft in Template. A template has to be first made to create an Invite not the other way around. If an Invite can be duplicated into the Template folder, it will save a lot of time in terms of modification and reusability of sent/used Invite.

    5. A message may be included for the reason when a file upload is 'Rejected' due to not being in the correct type.

    Response from FileInvite

    Thanks Charles. We want to make the customer experience as smooth and hassle-free as possible. That's why we're constantly looking for ways to improve our service. We'll consider your feedback when improving future versions of our software, so thanks for taking the time to tell us what's important to you.

    Dylan
    Dylan
    Overall rating
    • Industry: Insurance
    • Company size: 2–10 Employees
    • Used Monthly for Free Trial
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Likelihood to recommend 8.0 /10

    Gathering information made easy

    Reviewed on 2018/11/06

    Overall the product is good and helps our agency collect information necessary.

    Overall the product is good and helps our agency collect information necessary.

    Pros

    FileInvite has made collecting important information from our clients so much easier. We can send a email right to them asking for specific items and they can send right back fast and secure.

    Cons

    Price is a little expensive to just receive files.

    Chris
    Overall rating
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support

    Great value for the price! Easy to use and an effective way to improve productivity!

    Reviewed on 2017/05/08

    Pros

    The best feature of this software is its user interface. It is easy to set up templates and it offers you sufficient customization. I have used similar platforms before and although they allowed for some customization, I found that they imposed several limitations of how may customizations you were allowed. For example, I could include a description, but the number of characters allowed for the description were extremely limited. This made it difficult to provide all of the information that the customer needed to know about that specific request. I also eventually left other software providers behind because they kept increasing the price with very little improvement in their platform (and in some cases, less functionality for a higher price). I believe that this platform is a fair price and depending upon the enhancements down the road, I would consider paying more for additional functionality.

    Cons

    It would be great to have the ability to collect electronic signatures (which I know is in the works). Also, in other systems that I have used, I was able to send out status reminders based upon certain milestones in the process. For example, I could have different milestones set and once I checked them off, it would email the parties that I set up at the start (i.e. loan documents received, appraisal completed, clear to close, etc.)

    Response from FileInvite

    Hey Chris, thanks for the awesome review! We have now have signature capture that you can use in beta, let me know if you'd like us to turn this on for you. We also have Zapier integration which may help down the track with your automated reminders and invites.

    Mary Anne
    Overall rating
    • Industry: Accounting
    • Company size: 2–10 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Streamline document collection for CPA Practice

    Reviewed on 2021/12/21

    Sick of thousands of emails from your clients? FileInvite saved us, especially in the digital...

    Sick of thousands of emails from your clients? FileInvite saved us, especially in the digital pivot for COVID. Instead of receiving 5-10+ emails from each client, all documents were gathered into FileInvite. It was easy to check for missing information, easy to request additional data, and easy to share within the team. A+ product.

    Pros

    Sick of thousands of emails from your clients? FileInvite saved us, especially in the digital pivot for COVID. Instead of receiving 5-10+ emails from each client, all documents were gathered into FileInvite. It was easy to check for missing information, easy to request additional data, and easy to share within the team. A+ product.

    Cons

    We would like to be able to print the Requests and responses that are typed (versus downloaded documents) in a more printer friendly version, but we are able to print them now. This is needed so all documentation can go into our paper file.

    Response from FileInvite

    Thanks for your feedback Mary! Under the Messages of the Invite there is now a Print button to save the messages as a PDF to your desktop or print directly from within the app.

    Showing 5 reviews of 99 Read all reviews

    FileInvite FAQs

    Below are some frequently asked questions for FileInvite.

    FileInvite offers the following pricing plans:

    • Starting from: US$0,00
    • Pricing model: Free Version
    • Free Trial: Not Available

    FileInvite offers a free plan, after which the pricing details are as follows: Pro: $49/month billed annually and $59 billed monthly. Team: $99/month billed annually and $119 billed monthly. Business and Enterprise: Contact FileInvite for pricing details.

    FileInvite has the following typical customers:

    11–50, 51–200, 201–500

    FileInvite supports the following languages:

    English

    FileInvite supports the following devices:

    FileInvite integrates with the following applications:

    Dropbox Business, Google Drive, WorkflowMax, Zapier

    FileInvite offers the following support options:

    Email/Help Desk, Knowledge Base, Phone Support, Chat

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