Everything you need to streamline document collection
Powerful features designed to save you time and delight your clients. From custom requests to analytics, we've got you covered.
Streamline your workflow with Templates
Conditional logic
Show or hide fields based on previous answers for dynamic, intelligent forms.
Custom field types
Choose from text, numbers, dates, files, dropdowns, and more to capture any data.
Drag & drop builder
Build professional forms in minutes with our intuitive visual editor.
Template library
Start with pre-built templates or create your own reusable forms.
Version control
Track changes to templates over time and revert to previous versions when needed.
Team sharing
Share templates across your team and keep every client request consistent.
Streamline your workflow with AI Template Builder
Generate templates from a prompt
Describe your use case in plain English and get a fully structured template ready to send in seconds.
Smart field suggestions
AI recommends the right field types and labels based on your industry and document type.
Auto-configured conditional logic
Conditional rules are set up automatically so your form adapts to each client's answers.
Industry-specific presets
Choose from accounting, legal, HR, and more - AI tailors the template to your field.
One-click refinements
Ask AI to adjust, expand, or simplify any part of your template with a single prompt.
Live template preview
Preview exactly how your template will look to clients before you send it.
Streamline your workflow with Document Requests
Custom request forms
Build tailored forms with custom fields to collect exactly what you need from clients.
Automated reminders
Set up automatic follow-ups to ensure timely document submission without manual work.
Bulk requests to multiple clients
Send requests to dozens of clients at once, saving hours of repetitive work.
Real-time tracking
Monitor submission status and see who's responded at a glance with live updates.
Secure file collection
Collect sensitive documents through encrypted channels with enterprise-grade security.
Recurring requests
Schedule automatic document requests for monthly, quarterly, or annual collection.
Streamline your workflow with Client Portal
Branded portal
Customize with your logo and colors for a professional client experience.
Drag & drop uploads
Clients can easily drag and drop files or browse to upload documents.
Mobile friendly
Fully responsive design works perfectly on any device or screen size.
Real-time progress
Clients see upload progress instantly and get confirmation when complete.
No login required
Clients access via secure link - no account creation or password needed.
Custom instructions
Add step-by-step guidance so clients know exactly what to upload.
Streamline your workflow with Analytics
Request status tracking
Monitor all document requests in real-time with visual dashboards.
Completion rates
Track completion rates across clients and templates to identify trends.
Client engagement metrics
See which clients are responsive and which need follow-up attention.
Response time analytics
Measure average response times and identify bottlenecks in your process.
Custom reports
Generate reports filtered by date range, client, template, or status.
Export to CSV
Download your analytics data for reporting, audits, and deeper analysis.
Why professionals choose Infile
Built for teams who value efficiency, security, and client experience
Save Time
Automate repetitive tasks and focus on what matters
Enterprise Security
Bank-level encryption and compliance standards
Happy Clients
Modern, intuitive portal your clients will love
Data Insights
Track metrics and optimize your workflow
Collect docs effortlessly. Your clients will love it.
Join 200+ firms who cut document chaos down to zero - no email threads, no missed files.