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!
Score 10 out of 10
Vetted Review
Verified User
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.