FileInvite Information

FileInvite will transform the way you collect information from your clients – hassle free and on time. No longer do you have to receive multiple emails from clients, files that are too big, the wrong data, late files and sometimes nothing at all. We have made the process simple. All you have to do is create and send a FileInvite with the information you require. Clients can then upload documents or flies, complete forms and sign contracts digitally - all in their own secure client portal. You can tick information off the check list as you receive it and send automated reminders to motivate clients if required. You can download the files at any stage straight to your computer or sync with your favourite cloud storage or CRM. With FileInvite you stay in control, impress your clients with professionalism and more importantly, save time and money. FileInvite solves the issue of collecting information from clients in a range of different industries including: • Banking • Mortgage brokers • Accountants/Financial advisors • Lawyers • Insurance brokers • Website design • Digital agencies • Advertising/Media • Construction industry • Councils • Office administration • Education • HR Onboarding • And more…