Automate your document collection on one smart platform

Collect documents, files & form data swiftly and efficiently, wherever your clients may be.

You need up-to-date client information to deliver the best possible service to your customers. But what happens when your inbox is overloaded with files, documents, and data – they forget to send you something, a document has expired and you can’t keep track of any of it?

FileInvite is designed to put an end to poor document collection processes with a smart and simple solution. Experience the smart information-gathering platform for yourself with a free trial. Sign up today and use FileInvite for 14 days free.
 

Fileinvite and not-for-profits

At FileInvite, we’re all about changing lives. Having served over 600,000+ client portals for our customers, we understand what it is that your clients truly care about.

As a not-for-profit, your clients’ and their best interests undoubtedly come first. We want to support you in the endeavour to making your information gathering processes as seamless and pain-free as possible.
 

Unlock Fileinvite's automated document collection

If you've ever sent out information requests — or if you've ever received these requests — you know that the process is far from efficient.

The current way of doing things is rife with imperfections. Here are just a few of the problems you may be facing today:

• Requests are cumbersome and confusing for clients.
• Clients struggle to find the requested documents.
• Documents get lost or are not sent.
• Collecting sensitive information over email is insecure, and data is vulnerable to theft.
• Requests are returned late or are incomplete.
• Documents take so long to be supplied that they’re out of date.
• Everyone gets unduly stressed and anxious.

It doesn’t have to be like this.
 

The Fileinvite solution

FileInvite is the antidote to the stress, anxiety, inefficiency and unreliability of client information gathering. This is a solution that is designed to save you time and money and to bolster your security and compliance. Achieve an incredible experience for everyone involved, from clients to team members and everyone in between.

How is this done? Let's take a look.

With FileInvite, you can:

• Use templates and automated features to quickly craft, generate and send document requests.
• Add a requested timeframe so clients know what to send and when to send it.
• Direct customers to the FileInvite client portal, where they can upload documents, add data and check their progress via the workflow.
• Implement automated data collection, eliminating email back-and-forth and ensuring complete security and compliance.
• Keep your clients in the loop with automated email and SMS reminders and updates.
• Free up your staff to focus on more important aspects of your business, supporting higher-value tasks and reducing admin costs.
• Eliminate stress and anxiety for everyone involved — staff, clients, and yourself included!

We've been there. We understand the frustration of sending out and receiving large information requests. This is why we set out to create a solution that streamlines the entire process, supporting efficiency and excellence for all parties.
 

Choosing Fileinvite for your business

Before you choose to deploy FileInvite, you might want to know a bit more about our background.

• We've achieved thousands of delighted customers so far and have revolutionized the way these customers collect sensitive client data.
• Over a third of all the brokered loans in Australasia are powered by FileInvite.
• FileInvite was named a "Hot Vendor" by Aragon Research in 2021.
• The solution was shortlisted by Gartner in the Capterra 2021 Digital Signature Software category.

Founded in 2015, FileInvite helps businesses improve customer experience and increase productivity by simplifying the process of requesting customer information and collecting documents. The SaaS platform provides an intuitive customer portal and automated workflows that enable users to digitally complete, sign and upload documents, send communications, and keep track of data requests. Built on the Amazon Web Services (AWS) cloud using industry best practices, FileInvite is SOC2 compliant and meets the privacy and security requirements for handling sensitive customer data.
 

Try Fileinvite for yourself, absolutely free

Are you ready to experience what FileInvite can do for you and your team? 

Sign up for a free 14-day trial today. With this hands-on experience, you'll understand how FileInvite integrates perfectly with your existing setup, taking your client data and document collection processes to the next level.