List of FileInvite Portal Customers
Auckland, 1061,
New Zealand
Since 2010, our global team of researchers has been studying FileInvite Portal customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased FileInvite Portal for Document Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using FileInvite Portal for Document Management include: Aprio, a United States based Professional Services organisation with 2000 employees and revenues of $450.0 million, BayFirst National Bank, a United States based Banking and Financial Services organisation with 302 employees and revenues of $58.0 million, Mccambridge Duffy United Kingdom, a United Kingdom based Professional Services organisation with 140 employees and revenues of $13.0 million and many others.
Contact us if you need a completed and verified list of companies using FileInvite Portal, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The FileInvite Portal customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
Aprio | Professional Services | 2000 | $450M | United States | FileInvite | FileInvite Portal | Document Management | 2021 | n/a |
In 2021, Aprio implemented FileInvite Portal to automate client document requests across its Aprio Cloud practice. The FileInvite Portal deployment served a Document Management function supporting outsourced accounting and advisory services in the United States.
The implementation configured templated request workflows and automated collection processes using FileInvite Portal templates, and it incorporated e-signature capability to close document loops. It used templates and e-signature modules to standardize client intake and reduce manual follow up. The implementation leveraged FileInvite Portal's document request orchestration and routing to feed returned files into downstream firm processes.
Returned files were integrated into Box storage, creating a persistent repository for client documents and enabling handoff into Aprio's firm workflows. The integration with Box connected the Document Management layer to existing accounting and advisory operational pipelines. Operational scope was focused on Aprio Cloud's outsourced accounting and advisory teams within the United States.
Rollout emphasized template adoption and integration configuration across teams, centralizing request patterns and routing rules to align with firm intake policies. Governance included standardized templates and configured integrations to ensure consistent file routing into Box and downstream workflows. The case study reports improved client experience and productivity following the templates and integrations rollout.
|
 |
BayFirst National Bank | Banking and Financial Services | 302 | $58M | United States | FileInvite | FileInvite Portal | Document Management | 2020 | n/a |
In 2020 BayFirst National Bank deployed FileInvite Portal to streamline loan document collection for SBA lending and PPP loan processing across the U.S., using the FileInvite Portal as a Document Management solution to support lending operations. The implementation targeted loan officers and customers, centralizing intake for customer-facing document submission and status visibility to accelerate borrower onboarding for small business relief programs.
The deployment configured secure document intake, a customer-facing portal, role based access control for loan officers, and automated collection reminders and status tracking, consistent with Document Management functional workflows. FileInvite Portal was used to orchestrate document checklists and drive electronic collection workflows that reduced manual follow up within loan operations.
Operational coverage extended across the banks SBA and PPP lending channels and provided centralized status visibility for loan officers and customers, enabling shared case level tracking for lending teams across regions. The solution supported lending operations and customer service teams, consolidating inquiry handling and document status into a single intake and tracking workflow.
Governance adjustments focused on centralized workflow ownership within lending operations and new status reporting for loan officers to manage document completion. Per the vendor case study the bank processed twelve months of loan volume in two months and handled over 9,000 inquiries in four months after implementation, demonstrating the operational throughput achieved following deployment of FileInvite Portal.
|
 |
Mccambridge Duffy United Kingdom | Professional Services | 140 | $13M | United Kingdom | FileInvite | FileInvite Portal | Document Management | 2020 | n/a |
In 2020 McCambridge Duffy United Kingdom implemented FileInvite Portal, a Document Management application, to digitize and automate document collection for insolvency and personal finance case handling across its Northern Ireland and broader UK operations. The deployment focused on moving client document intake onto the FileInvite Portal to centralize request tracking and reduce manual chasing by case teams.
The implementation configured document collection workflows and automated reminders within FileInvite Portal to orchestrate request issuance, client upload tracking, and status visibility for working files. These functional capabilities were used to standardize request templates and enforce reminder cadences, enabling case teams to manage open requests inside the portal rather than through ad hoc email threads.
Operational coverage included insolvency and personal finance departments across McCambridge Duffy United Kingdom, with the tool embedded into case intake and ongoing evidence collection processes. Governance changes emphasized template governance and process discipline for request creation and escalation, shifting responsibility for initial reminder sequences to the FileInvite Portal automation.
Outcomes reported from the deployment included an 87.5% decrease in request return time and multifold time savings per case, reflecting faster client returns and reduced manual follow up. FileInvite Portal remains the central Document Management application supporting the firms document collection and reminder workflows for casework.
|
Buyer Intent: Companies Evaluating FileInvite Portal
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||