FileInvite, signup for the free trial and see if it will work for you.
May 12, 2022

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

Derek Beutler | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Overall Satisfaction with FileInvite

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.
  • Secure file transfer service
  • Templates and automation are easy to use
  • Great reports and notification systems
  • 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.
  • Document automation
  • Templates for document requests
  • Secure file transfer
  • The biggest concern is the monthly fee, I wish it was a little lower and therefore it would be more attractive to small businesses.
  • Limited invites on the basic plan.
  • No unlimited plan option.
FileInvite has a lot of nice features, but the overall cost is the company's downfall. We were able to get a lot of the same features that we need for a lot less with other companies and providers.

Do you think FileInvite delivers good value for the price?

Not sure

Are you happy with FileInvite's feature set?

No

Did FileInvite live up to sales and marketing promises?

No

Did implementation of FileInvite go as expected?

Yes

Would you buy FileInvite again?

No

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.