Collect Client Documents Without the Back-and-Forth
Send document requests, track submissions, and keep everything organized - all in one place.
Demo from template preview page
Everything you need to collect documents
Stop juggling emails and spreadsheets. Infile gives you a structured, trackable workflow for every client document request.
Send Document Requests
Create a checklist of required documents and send a secure upload link to your client in seconds.
Track Every Submission
See exactly which documents have been uploaded, which are pending, and which need review - all in one place.
Automated Reminders
Stop chasing clients manually. Infile sends follow-up reminders automatically until everything is received.
Reusable Templates
Build document checklists once and reuse them across clients. Save time on every new engagement.
Your clients, organized
Keep track of every client, their open requests, and last activity - without digging through your inbox.
Clients
Manage your clients and their document requests
| Client | Phone | Last activity | Requests | |
|---|---|---|---|---|
BN Bernard Ng | bernard@example.com | +1 555 0101 | 2h ago | 4 total1 open |
MI Méschac Irung | meschac@example.com | - | 3d ago | 2 total |
GN Glodie Ng | glodie@example.com | +1 555 0303 | No activity | - |
TN Theo Ng | theo@example.com | +1 555 0404 | 30m ago | 7 total3 open |
Get started free"Infile cut our document collection time in half. Clients actually submit on time now."
For your clients
A frictionless upload experience
Clients get a clean, guided checklist - no account needed. They see exactly what's required, upload files directly, and track their own progress.
- Secure upload link, no login required
- Step-by-step guidance for each document
- Real-time status: pending, uploaded, approved
- Automatic reminders until everything is in
Mortgage Application
Acme Financial · 5 documents
20%
1 of 5 completed
Government-issued ID
Passport or driver's license
Approved
Proof of Address
Utility bill or bank statement
Uploaded
Last 3 Bank Statements
Needs review
Employment Verification
Letter from employer
Pending
Tax Returns (optional)
Most recent year
OptionalPending
Build document checklists with AI-powered assistance
Conversational AI Assistant
Chat naturally with AI to describe your needs and watch it build complete templates with sections, fields, and validation rules.
Tax Return
Client Onboarding
Mortgage
Audit Prep
Quick Start Templates
Choose from pre-built prompts to instantly generate common document checklists.
Tax Return Checklist
Document collection template
3 sections12 fields
Smart Template Generation
AI analyzes your needs and creates structured templates with sections and fields.
Trusted by professionals who collect documents for a living
73%
faster document collection
4.2d
avg. days to complete
10k+
documents collected
Infile cut our onboarding time in half. Clients actually submit documents on time now - no more chasing emails back and forth.
MMéschac IrungFounder, Codex
The upload link experience is so clean. My clients don't need an account, they just open the link and know exactly what to do.
TThéo BalickMortgage Broker
I built a template once for my standard client intake and now every new engagement takes minutes to set up. It's a game changer.
GGlodie LukoseTax Consultant
Your questions answered
Everything you need to know about collecting documents with Infile.
Still have questions? Get in touch
Stop chasing clients for documents
Send a request, share a link, and let Infile handle the follow-up. Your clients submit, you review - that's it.