Fileinvite

What it is Overview

What It Does

FileInvite is a document-collection platform that lets organisations request, gather and track documents, signatures and client data through a client portal with automated follow-up reminders. It is a horizontal tool used across lending, mortgage, accounting and financial-services workflows rather than a legal-specific product. It integrates with Salesforce, HubSpot, Google Drive, Dropbox, OneDrive and Zapier.

This is not primarily a legal-technology vendor; it is a general client-onboarding and document-intake tool. It is a candidate for recategorisation or removal from a legal-tech directory, though firms could use it for client document collection.

Company Info

Founded in New Zealand; HQ in Auckland with a US office in Denver, Colorado
Won a 2022 New Zealand “High Growth Exporter of the Year to the USA” award

What We Haven’t Verified

Founding year, employee count, funding
Any legal-specific use, pricing, and the depth of the vendor-claimed integrations

Integrations 6 platforms

Platforms Fileinvite integrates with. Depth — where curated — reflects how native the connection is. Uncurated entries render without a depth dot.

Deep — bi-directional API Medium — one-way sync / webhook Shallow — middleware / Zapier-class

Community ratings Coming soon

Alternatives 6 in Other

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