The easy, secure way to get information from clients
Collect and organize documents, automatically follow up on requests - all without sacrificing your workday to endless email. The best part? Clients love it too.
No credit card required · Cancel anytime
Create Request
Send document requests to clients
Reminder
Choose your industry
What do you do?
Accounting &
Bookkeeping
Digital
Agency
Law
Firms
Higher
Education
Mortgage
& Finance
Human
Resources
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Check out the full list of industries hereEverything you need, nothing you don't
From first request to final export. Custom templates, AI-assisted form building, a secure client portal, automated follow-ups, team collaboration, and analytics — all in one place, without stitching together separate tools.
Build reusable document request templates with drag-and-drop fields, conditional logic, and custom validation rules. Create forms for tax documents, onboarding, compliance, or any document collection workflow. Templates adapt to your process and save hours of manual work.
From template to submitted docs in minutes
Infile makes it simple to collect exactly what you need from clients - without the back-and-forth.
Create a Template
Build a reusable document checklist with custom fields, file uploads, and conditional logic. Use AI to generate one in seconds or start from scratch.
Preview
See exactly what your clients will see before sending. Test the flow, check conditional logic, and make sure everything looks right.
Select Clients
Pick one client or many. Infile creates a unique, secure upload link for each person - no shared links, no mix-ups.
Set Reminders & Send
Configure automatic follow-up reminders so nothing falls through the cracks. Set the schedule once and let Infile handle the nudges. When everything seems fine hit Send.
Review Submission
Once a client submits, you get notified instantly. Review every uploaded file and answered field in one place - approve, request changes, or leave notes without leaving Infile.
Export Files
Download everything in one click. Export a clean ZIP of all uploaded files, or pull a structured PDF summary of the entire submission - ready to file, share, or archive.
Built for professional services teams
- Any document, any field type
- Build request forms with text fields, file uploads, dropdowns, and date pickers. Mix and match to collect exactly what you need — nothing more, nothing less.
- Frictionless for clients
- Clients get a clean, branded portal with a single link. No account creation, no app to install — they open it and get straight to submitting.
- Reminders that run themselves
- Set a reminder schedule once and Infile handles the follow-ups. Clients get nudged at the right time — you stay focused on actual work.
- Full visibility, always
- Your dashboard shows every request's status across all clients in real time. Spot what's overdue, what's in review, and what's done — at a glance.
Choose the plan that fits your firm
Start with a 14-day free trial. No credit card required. Cancel anytime.
- Unlimited clients & templates
- 30 active requests
- 15 GB storage
- Client portal
- Email reminders
- Template builder
- Analytics
- Custom branding
- Infile AI
- Unlimited clients & templates
- 100 active requests
- 5 team members
- 50 GB storage
- Client portal
- Email reminders
- Custom branding
- Template builder
- Analytics
- Priority email support
- Infile AI
Trusted by professionals
FAQ
Your questions, answered
Everything you need to know about collecting documents with Infile. Can't find what you're looking for?
Get in touch →Collect docs effortlessly.
Your clients will love it.
Join 200+ firms who cut document chaos down to zero — no email threads, no missed files.