Integrations
Google Workspace workflow
Many small firms run on Gmail and Google Drive - client folders, shared drives, and inbox-based workflows that predate any practice management tool.
Infile collects structured client submissions, then exports organized ZIP or PDF packages you drop into the Google Drive folder structure you already maintain.
No rip-and-replace. Your team keeps Gmail; clients get a branded checklist link instead of another shared folder with unclear instructions.
Productivity & storage
Setup guide
- 01
Mirror your Drive folder convention
Name export files to match your existing client folder taxonomy - year, entity, and engagement type.
- 02
Send collection links via Gmail
Email passwordless portal links from your firm domain. Clients complete checklists without Drive permissions gymnastics.
- 03
Review in Infile dashboard
Approve submissions and request corrections before anything hits Drive.
- 04
Export to Drive
Download completed packages and upload to the client's Google Drive folder.
Capabilities
- Branded links sent from Gmail
- Organized exports for Drive folders
- Team visibility before files hit shared drives
- Reminder automation replacing manual Gmail follow-ups
- Completion dashboard across all clients
- Role-based access for firm staff
Stop the Gmail chase
Shared Drive folders do not send reminders. Clients forget upload permissions, drop files in the wrong subfolder, and email duplicates anyway.
Infile gives clients one checklist and gives your firm one completion status - then you archive to Drive when ready.
Frequently asked questions
Answers to common questions about this topic.