FileInvite
Client portal software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$29 per month
Free TrialFree version
Small
Medium
Large
- Real estate and property management
- Construction
- Transportation and logistics
What is FileInvite
FileInvite is a client portal and document collection platform used to request, receive, and manage files and form-based information from clients. It is commonly used by service businesses (for example, accounting, legal, finance, and agencies) to streamline onboarding and recurring document requests. The product centers on configurable request lists, client-facing upload pages, reminders, and status tracking to reduce back-and-forth email. It also supports integrations and automation to route collected documents into existing storage and workflow tools.
Structured document request workflows
FileInvite provides templated and reusable request lists that standardize how teams collect documents and data from clients. Status tracking helps staff see what is outstanding versus completed without searching email threads. Automated reminders reduce manual follow-up work for recurring requests. This focus is more specialized than broader client portal suites that bundle many unrelated modules.
Client-friendly upload experience
Clients can submit requested items through a guided portal experience rather than assembling ad hoc emails. The request checklist format clarifies what is required and what has already been provided. This can reduce incomplete submissions and repeated clarification cycles. The approach fits firms that need a simple, repeatable intake process rather than a full project management environment.
Integrations for downstream routing
FileInvite supports integrations and automation options to move collected files and data into other systems (for example, cloud storage and business apps). This helps teams keep FileInvite as the intake layer while maintaining existing repositories and workflows. Integration capability can reduce duplicate data entry and manual file handling. It is useful for organizations that already rely on multiple specialized tools.
Narrower scope than suites
FileInvite is primarily designed for document and information collection, not as an all-in-one client portal with deep CRM, billing, project management, or service desk capabilities. Teams seeking a single system to manage the entire client lifecycle may need additional software. This can increase integration and administration overhead. The product fits best when the main pain point is intake and document chasing.
Portal customization constraints
Client portal experiences are typically configurable but may not match the branding and UX flexibility of fully custom portals or low-code app builders. Organizations with strict brand, layout, or multi-portal requirements may find limitations. Advanced conditional logic and complex multi-step experiences may require workarounds. Buyers should validate customization depth against their specific client journey.
Dependency on client participation
The workflow assumes clients will engage with a portal and follow checklist-based requests. For client bases that prefer email-only interactions, adoption may be uneven and require change management. Internal teams may still need to handle exceptions and manual follow-ups for non-compliant clients. This can reduce the expected efficiency gains in some segments.
Plan & Pricing
FileInvite — General (official site references)
| Plan | Price | Key features & notes |
|---|---|---|
| Free | $0 per month | Vendor states a Free plan is available for getting started (limited usage). Source: official site. |
| Lite | $29 per month | Official site states "plans start from $29/month for our Lite plan" (usage- and invite-based limits likely apply). |
| Pro | $49 per month | Official site states Pro starts at $49/month (official product pages/FAQs reference). |
| Multi / Business | Custom / contact sales | Higher-usage team plans; official site indicates custom limits/pricing and contact Sales for exact quote. |
| Enterprise | Custom pricing | Enterprise implementations (SSO, integrations, dedicated support) — contact Sales. |
FileInvite — Lending (official "Plans & Pricing" page)
| Plan | Price | Key features & notes |
|---|---|---|
| Collect | $829 per month (starting) | 10 users included; document collection features; 12-month subscription billed annually in advance; prices in USD; excludes setup/professional services. |
| Connect | $1,659 per month (starting) | 50 users included; extended customization, collaboration, integrations. |
| Connect+ | $2,499 per month (starting) | 100 users included; enterprise-grade features (SSO, custom roles). |
Notes: The Lending plans page specifies "starting from" prices, a fair-use policy, and that additional users, add-ons, connected workflow integrations, one-time setup or professional services may increase total subscription price. Also, official site pages describe a 14-day free trial for the product and a permanently available Free tier for getting started.
