I recommend FileInvite to any company or industry professional that provides any form of a checklist to their clients for documents or to-dos!
Updated May 17, 2019
I recommend FileInvite to any company or industry professional that provides any form of a checklist to their clients for documents or to-dos!

Overall Satisfaction with FileInvite
We've recently implemented FileInvite to help with the collection of certain necessary documentation and to help our clients with the organization of certain necessary client-related tasks.
- Templates for similar use cases.
- Customer notifications via email and text.
- Ease of access to the request list by the recipient.
- I am hopeful to see more customization in the templates, such as the ability to check to include rather than delete to exclude certain items on a per-client basis.
- The system allows text reminders and email reminders. There is a cost to the text reminders, but no way to send ongoing email reminders without texts if texts are enabled.
- I'd like to see a way to send test invitations while fine-tuning a variety of invite types. Currently, I believe any invite goes against the # permitted for the fee paid.
- It's a little too soon to tell, but we envision this solution will pay for itself.
- We also see this solution as an improvement to the customer experience.
There were at least two other solutions that I looked into. Of my list of needs, however, file invite had the majority of them covered, and I know that at least one other solution that I reviewed was significantly more expensive.