Top 10 Alternatives to FileInvite Recently Reviewed By G2 Community
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Assembly is the AI-powered platform for professional service firms. It replaces a patchwork of point tools with one place to run client work — so clients get a clean, branded portal for tasks, payments, messages, files, contracts, and forms, and your team runs on a simple CRM with an AI Assistant that knows full client context. The result: faster onboarding, improved retention, and happier clients. Assembly also fits the stack you already use. Embed Calendly, Airtable, and 1,000s of other products, connect Zapier/Make and webhooks, or build Custom Apps with our API so your workflow drives the software, not the other way around. Trusted by 1,000+ businesses serving 1M+ clients. SOC 2 Type II and HIPAA. Start a 14-day trial at assembly.com.
SuiteDash is a unique solution that combines all the necessary components that you need to run your business, in one convenient & efficient dashboard
Zoho CRM helps you to attract, retain, delight customers and grow your company into a customer-focused organization.
Manage your entire business from one simple place. From prospect to payment, automate your processes and gain the visibility you need to grow your business.
DocSend tells salespeople how prospects engage with their sales material. Have the right conversation, with the right person, at the right time, and do business faster.
Dock transforms the b2b buyer and customer experience by providing a single destination for clients. Instead of navigating multiple email threads, hidden attachments and random links, clients visit a personalized portal when they need something. The portals are easy for client managers to set up and host all of the key resources related to the relationship (links, pdfs, embeds, videos, action plans, etc.). Along the way, client managers get analytics to move deals and projects forward. With Dock, client managers save time and impress clients.
PandaDoc is an app that lets you build, track, and sign your docs all in one place. Automate your workflow, discover what sells with built-in analytics, and get legally binding signatures in minutes.
Softr is the AI app builder for business teams. Describe what you need and create custom portals, internal tools, and systems that power your operations.
Adobe Acrobat means a more seamless experience for your users, fewer hassles for your IT team.
Box is the leader in Intelligent Content Management, helping teams securely manage, collaborate, and automate their work with AI-powered tools. It provides one secure platform for the entire content lifecycle, from storing and sharing to signing, automating, and activating content with AI. With Box AI, teams can query documents, summarize reports, and streamline processes across departments.Box enforces advanced security and compliance with HIPAA, GDPR, FINRA, and FedRAMP certifications, plus AI guardrails that protect data in motion and at rest. Trusted by AstraZeneca, Morgan Stanley, and the U.S. Air Force, Box powers mission-critical collaboration across regulated industries and global businesses. With over 1,500 integrations, including Microsoft 365, Google Workspace, Salesforce, Slack, and DocuSign, Box connects seamlessly with your everyday tools.APIs and SDKs enable customization so Box adapts to your workflows.