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What Is FileInvite?

Eliminate the monotony of back-and-forth emails and inefficient systems when gathering client information. Get hours back each week as FIleInvite handles the most time-consuming work for you.

Gather all the documents, signatures, and data you require up to 80% faster. Set a due date and send an Invite. Your clients receive an email with a link to their own secure client portal, they're then guided through an intuitive portal experience where they can action your requests.

Who Uses FileInvite?

Eliminate the monotony of back-and-forth emails and inefficient systems when gathering client information.

FileInvite Software - Logo
FileInvite Software - Dashboard
FileInvite Software - Email to Client
FileInvite Software - Client Interface
FileInvite Software - Download Documents

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Reviews of FileInvite

Average score

Overall
4.7
Ease of Use
4.6
Customer Service
4.8
Features
4.4
Value for Money
4.6

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001

Find reviews by score

5
74%
4
23%
3
3%
Renee
Renee
Finance Broker in Australia
Verified LinkedIn User
Financial Services, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Brilliant time saving product

5.0 6 years ago

Comments: Very easy to work with, excellent customer service and always available when needed.

Pros:

I loved the fact that all the documents that I needed from a client were not only sent to the client in one actionable file but also that the clients had a clear visual of what they had and hadn't sent. The auto follow ups for documents not yet received was also a valuable time saver. Clients have given me nothing but positive feedback on the ease of use from end user experience as well.

Cons:

Nothing to fault with the product at all.

FileInvite Response

6 years ago

Thanks so much for the review Renee. Having a good idea where everyone and every file is at can be handy, and automatically following gets results. We are so glad that clients are finding it easy to use as well. Nick @ FileInvite.com

Zuhairah
Zuhairah
Marketing Communications Specialist in Malaysia
Verified LinkedIn User
Internet, 5,001–10,000 Employees
Used the Software for: 2+ years
Reviewer Source

FileInvite review

4.0 3 years ago

Pros:

First, the application can maintain the filename you installed the theme with, so you won't have to waste time renaming the file once it's downloaded. Second, if a customer uploads a photo, you may opt to get the PDF version instead of having to convert the image to PDF.

Cons:

If a customer uploads all of the files and downloads them to get them all, it will save into one merged PDF file with ID, bank statement, and everything together. I will have to split them and rename them manually, and we couldn't just get the combined files for one file.

FileInvite Response

2 years ago

Thanks for your review Zuhairah. We have a solution to your problem! This article shows how you can select only certain files to be exported out in your collate, which may help: https://help.fileinvite.com/en/articles/3631936-download-selected-files-from-an-invite-into-a-single-collated-pdf If you have further questions please reach out to us at [email protected]"

Fukekila
Enrolled Agent in US
Financial Services, Self Employed
Used the Software for: 6-12 months
Reviewer Source

My experience is an open book. LOFY

3.0 2 years ago

Pros:

To begin with the trial is always nice to see if this is a software that you can work with immediately, or catch on by way of use. I was able to reach out to the team and get some shared files that would point me in the right direction to how I needed to use certain features, but really my learning experience came from the trial and error. Once I learned how the software operated, I was able to smoothly go throughout my day sharing data with my clients.

Cons:

To my knowledge there was no on boarding orientation only videos and reaching out to the team for help as needed. So, with me being new to the use of portals and software it would’ve been really helpful if a team member could have walked me through the process via Zoom or Google meets so I could be taught the steps to take and learn where and what to do. The time that it took for the team to respond to me I didn’t care for too much, because of the nature of the flow of my assignment I needed help right standing on site but because I was unable to get it I had to shell my productivity until someone became available then they were available and I was unavailable so was some tag teaming going on.

Jared
Jared
Market President in US
Verified LinkedIn User
Banking, 51–200 Employees
Used the Software for: 1+ year
Reviewer Source

Alternatives Considered:

A Great Solution for Document Collection

4.0 5 years ago

Comments: The Fileinvite team has been very responsive. They are willing to listen and if it makes sense implement certain changes to the platform.

Pros:

The software (app) is easy to use and set up, taking only a few minutes. The 'templates' feature make it easy to quickly send document requests to my clients / customers. The software also offers a quick video tutorial for those clients / customers familiar with such software, showing end users how to use the app. FileInvite just added a "forms" feature allowing the user to create quick and easy fillable form templates.

Cons:

I would like to see some additional functionality added to "forms" like simple math functions. It would also be very beneficial to "replaceable fields" to the templates allowing for automatic naming of certain documents.

FileInvite Response

5 years ago

Thanks for the feedback Jared, We're hoping to expand on the forms functionality soon...

Mark
Director of Homeownership Services in US
Nonprofit Organization Management, 11–50 Employees
Used the Software for: 1-5 months
Reviewer Source

A bargain for what you get

5.0 3 years ago

Comments: Overall I think the system is great! I believe in time, with technology advances, it will even get better.

Pros:

Being able to send documents for signature along with having the customer securely upload their personal information has been very beneficial to our organization. Being a non-profit requires us to watch our costs and this has been very cost-friendly.

Cons:

A little tedious having to go into each form separately to get it "Live" for signing. Also having to remember to change the date layout as it is pre-set as year-month-day and we need it to be month-day-year. It won't automatically default to this.

FileInvite Response

2 years ago

We really appreciate your feedback. We've shared it with the product team and they will be in touch to get more details.