FileInvite Software

Overall the product is good and helps our agency collect information necessary.

Pros

FileInvite has made collecting important information from our clients so much easier. We can send a email right to them asking for specific items and they can send right back fast and secure.

Cons

Price is a little expensive to just receive files.

Pros

Responded quickly to my questions or concerns

Cons

Great service don’t have anything bad to say

Pros

I am working with tens or even hundreds of files on daily basis, transferring back and forth. FileInvite makes it all easier and painless.

Cons

I haven't found any cons so far, it's a brilliant solution for file transfers.

Its a great software and my experience with FileInvite was closer to satisfaction.

Pros

FileInvite is an easy way to share the documents and it also saves time in file organization. I can keep all my documents precisely where i need them and I can make my own templates.
The best feature of this software is its user interface. It is very easy to use and it is an effective way to improve productivity.
Integration with Google Drive is also very convenient. The software is easy to set up and amend.

Cons

The only thing I found negative is that the site is not mobile friendly but I know the FileInvite team must be working on it.

If we had a younger audience and computer savvy clients this would have worked wonders for us but unfortunately that is not currently the case.

Pros

The program was on a trial basis. We are a small office and wanted to see if our clients would be responsive as they are an older generation. The software is easy to use.

Cons

The software is good but again due to the age of most of our clients it was difficult to work with the clients to educate them on how to use the program.

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.

Pros

We're a company that has to deal with A LOT of paperwork from prospects and clients so this makes a world of difference for us -- to know the status of every single file we need.

Cons

For some companies, I could see security being a huge issue here, so it really depends on the industry/ nature of the files. Also, a Hubspot integration would be great for us

I like this application and use it on the regular basis as part of conducting business.

Pros

Facilitates collection of different documents very easy. Allows to collect different information, efile it and forward to the clients in an efficient manner. Like the automated reminders.

Cons

Would be very helpful to have some additional features added, like a time stamp, for a example.

Easily collect documents and keep track over them without chasing them for documents

Pros

Great way to easily invite the client to upload documents and track them,frequent notification free from manual chasing them

Cons

many more additional features can added,timestamp,sent out share etc so as may features can be added

Simplify the contact with clients and all files are kept out of my inbox where they can be missed, and so keeps things organised and clients have an easy set of instructions on what to do.

Pros

Keeps files out of my inbox and easily managed via file invite, auto reminders for my clinets, can customise what list of items are asked for, and links to various other software like Box, Dropbox or Google Drive,

Pros

Its so easy with templates - and I do tailor each clients needs as well. I know when they are working on my requests and we have easy conversations between us to get to an end result - that being I have the documents I need from them - what a win/win

Cons

I do love this software - would like it to be a bit cheaper however the professionalism it shows to my clients is worth it - I have even put other advisers onto FileInvite. There's enough work for all of us!

Hours of my time and focus back.

Pros

I love the "set it and forget it" model. Projects that used to take hours of follow-up to get all the necessary components are now done with a minimum expense of my time: maybe 3 minutes to set up, and another few to download everything once it's returned. The software takes care of sending reminders to my collaborators, and I get to maintain better relationships.

Cons

The menu has a lot of options that are symbol-based, so it can be hard to know where to go for what you need. Pretty quick learning curve (especially if you're using it regularly), but frustrating only in that it feels more difficult than it needs to be.

Ease of use. Streamlines the document collection process. Speeds up the document collection process.

Pros

Easy to implement. Customized branding for mid and higher grade applications. Works with several applications and easy API integration. Nice product for price. Good for single, team or corporate application.

Cons

White Label in highest grade only. Needs ability to set workflows and timed actions. Needs an unlimited Invite option.

This program saves so much time when it comes to sorting and converting docs to PDF.

Pros

Being able to communicate with Clients, they can see us accepting documents. This gives them the peace of mind there files are being worked on

Cons

The only donw side is after a fileinvite is closed it deleted after a while. So when clients say they have uploaded and you have saved all the doucments its hard to reopen to show them what they sent.

Much greater security for sending and receiving customer information , both documents and messages. A more professional customer experience.

Pros

The on-boarding process as a new user is very good with helpful videos. The software is easy to set up and amend. The option to upgrade to custom branding presents a professional image to our customers. I feel this is a much safer system than allowing customers to send their documents to us via unencrypted emails.

Cons

I would love this software to integrate with Timely who provide our office diary. I would also like the option for a file invite to expire and be deleted from the providers server after a set time.

Increased prodctivity. Decreased frustration

Pros

Keeps all the documents I need precisely where I need them and allows me to create my own templates.

Cons

Needs to add the functionality for two people to sign the same document. Would like more options for sending reminders.

It is a huge time saver!

Pros

Easy to use, they have a great and responsive support team. The client interface is allows for an easy way for clients to upload documents.

easy to manage customers paper work,,,

Pros

Alerts and Advises Me any time there is activity.... Ability to use is simple. Keeps Data Manageable.

Cons

ability to reply with personal message are Not easy to find if it is available. sends my name double in messages

save us time and it will sending email to reminder the client and we don't need to manually f/up all the time.

Pros

first, the software can use the name you set up the template so after download, don't need to spend too much time to rename the file, second, if client upload the picture, you can choose to download the PDF one, and save time to convert the picture to PDF.

Cons

If client upload all the files and then you decide to download all the files, it will save as one merged PDF file, which has ID, bank statement, everything together, then we had to manually separate them, and rename, also under one template like bank statement, can't choose only download the merged docs for one template.

Pros

Saves me time collating documents. Integrates with bankstatements.com.au which provides a seamless experience for clients to provide statements.

Cons

Some clients have complained that it is sometimes slow to upload. Other than that everything is fine.