← All apps
FileInvite
Automate client file collection and document requests
About
Automate client file requests and document collection with automated follow-ups and tracking.
Use cases in GFunnel
- Collect onboarding docs from new clients
- Request compliance files automatically
- Track document submission status
Automation ideas
- Auto-send reminders for missing documents
- Trigger workflows on file submission
- Update CRM when docs are collected
Categories
ProductivityCustomer Support
Departments
OperationsRevenue Generation