FileInvite

What is FileInvite?

FileInvite is a comprehensive document request and collection solution that streamlines the process of gathering client information for businesses across various industries. The platform automates the tedious task of back-and-forth email exchanges, allowing users to create customized invites that outline all the required documents, signatures, and data. Clients receive a secure link to their own personalized portal, where they can easily submit the requested information, eliminating the need for inefficient systems

Highlights

• Automated document and information collection
• Customizable client portals for a branded digital experience
• Integrated chat functionality for seamless client communication
• eSignature capabilities and PDF conversion
• Automated email and SMS reminders to ensure timely client responses
• Cloud storage integration for secure file storage and sync