FileInvite
4.5
120
FileInvite is a SaaS tool that automates the collection of client information for document-heavy workflows. It offers branded client portals, built-in Chat, eSignatures, PDF conversion, cloud storage syncing, CRM integrations, automated text & email follow-up, and more. It is trusted by thousands of customers worldwide.
Strengths
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Efficient
Automates document collection and eliminates manual follow-ups
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Customizable
Allows for custom branding and tailored workflows
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Secure
Uses bank-level encryption and two-factor authentication for data protection
Weaknesses
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Limited Integrations
Only integrates with a few third-party apps
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No Mobile App
Does not have a mobile app for on-the-go access
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No E-signature
Does not offer e-signature functionality
Opportunities
- Increasing demand for document management solutions
- Potential to add more integrations and features to stay competitive
- Opportunity to expand to international markets
Threats
- Facing competition from established players in the market
- Changes in data privacy regulations could impact the business
- A recession or economic downturn could impact demand for the product
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http://www.fileinvite.com
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Review Distribution
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👍
High - rated users
No high-rated segment provided.
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🤔
Average - rated users
Users like the ability to upload info directly to clients' efile, but dislike the amount of clicks needed to access the path in the efile under the dropbox.
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👎
Low - rated users
Users appreciate the improved administration of client documents and reduction of errors, but initial investment is uncomfortable.
Media
FileInvite Plan
FileInvite offers three pricing plans: Starter ($15/month), Business ($50/month), and Enterprise (custom pricing), with varying features and user limits.
Free
Free
3 Invites Per Month
Perfect for getting started. Request information from your clients in less than 5 minutes.
SOC2 Type II Security
E-Signatures
Fillable Forms
Cloud Storage Integrations
Pro
49
20 Invites Per Month
Perfect for solopreneurs to enhance their end-to-end workflows.
Everything In Lite, plus:
Everything in Free, plus:
Zapier Integration
Onedrive for Business
Cloud Storage Sync (Google Drive, Dropbox, Onedrive & more)
Team
99
50 Invites Per Month
Perfect for teams up to 10 people who are looking to grow and scale. 2 users included.
Everything in Professional, plus:
Everything in Pro, plus:
Collaborate with Teammates
Add More Invites & Users
Business
Contact Us
Per Month
Perfect to scale across offices and departments, with custom Invite volumes.
Everything in Team, plus:
Robust API Suite
White Label Available
Custom Invites & User Limits
SSO Free Forever
Manage Zoom, Slack, Microsoft Teams, Google Sheets, Microsoft SharePoint, Miro, Confluence, Microsoft OneDrive for Business, WordPress.org, Calendly with SSO
