FileInvite Professional, Scientific, and Technical Services Reviews & Insights

Score1.1 out of 10

11 Reviews and Ratings

Community insights

TrustRadius Insights for FileInvite are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Intuitive Collection Process: Several users have found the collection process for required documents and forms in this software to be intuitive. They have stated that it is easy to navigate and complete tasks efficiently, resulting in a positive user experience.

Convenient E-Sign Feature: Reviewers have appreciated the e-sign feature of this software, describing it as a breeze to use. This functionality has made it convenient for users to obtain signatures quickly and easily, saving them time and effort.

Outstanding Integration with Existing Data Server: The integration of this software with existing data servers has been praised by users. They have found it outstanding, mentioning that it helps them effectively manage complete versus incomplete documents and forms. This integration has proven valuable for their workflow management.

FileInvite Reviews

2 Reviews

Professional, Scientific, and Technical ServicesLaw Practice1Marketing & Advertising1

FileInvite, signup for the free trial and see if it will work for you.

Rating: 6 out of 10

Incentivized

May 12, 2022

Use Cases and Deployment Scope

We leverage FileInvite to help with client document collection. It helps cut down on how much time we have to spend following up with the clients, but some clients complain about the automatic email reminders.

Pros

Secure file transfer service
Templates and automation are easy to use
Great reports and notification systems

Cons

Some clients complain about the number of emails they receive from the automated system.
Some tasks are more complicated than they should be.
Some clients have voiced their concerns about how complicated the system is on their end.

Likelihood to Recommend

It's a great system, but It feels like it is more complicated than it needs to be. In addition to the number of emails, the clients receive sometimes it is a little off-putting to clients. The web interface could be improved upon.

Derek Beutler

Attorney in Legal at Beutler Law P.C. (Law Practice, 1-10 employees)

Vetted Review

1 year of experience

A Huge time saver and error avoidance tool ! But not reliable

Rating: 3 out of 10

Incentivized

May 12, 2022

Use Cases and Deployment Scope

It helps to keep everyone involved in the transaction with a status of what documents are still outstanding. Easy to use, they have a great and responsive support team. The client interface allows for an easy way for clients to upload documents.

Pros

Nice and simple software.
Fairly simple from the user side.
Easy to use and communicate with clients.
Very easy to work with, excellent customer service and always available when needed.

Cons

It takes forever to delete unwanted document in my experience.
The signature never appears on the right spot and the box can't be resized.
Our problem has always been to collect dozens of documents to submit an application.

Likelihood to Recommend

I would like the search function to work from the initial dashboard, for the messages from clients to show immediately when you log in, for the forms function to be more sophisticated with great formatting, and for the reminders to have a custom reminder period (e.g. one month).

Fileinvite has solved the issue of how to send and receive sensitive information from clients in a safe and secure manner.

Abraham Smythe

Head of Acquisition at AdOnMo (Marketing & Advertising, 501-1000 employees)

Vetted Review

1 year of experience

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