FileInvite vs backdocket
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Sir Richard BransonMost popular feedback for FileInvite
For a long time I have been able to please all the clients even the most demanding, this is something that gives me peace of mind and makes me happy, previously it was difficult to get to know each client enough to generate the necessary satisfaction not only with products adapted to their needs. needs also with quality services and direct management, fileinvite is a program that brought me these benefits and when I exchange documents or information with clients I feel very calm since the program has an incredibly secure platform in which I can trust and do the I work every day, it is a program that helps me a lot by doing each job in my work
Bernard G.
About FileInvite
Eliminate the monotony of back-and-forth emails and inefficient systems when gathering client information. Get hours back each week as FIleInvite handles the most time-consuming work for you. Gather all the documents, signatures, and data you require up to 80% faster. Set a due date and send an Invite. Your clients receive an email with a link to their own secure client portal, they're then guided through an intuitive portal experience where they can action your requests.
Most popular feedback for backdocket
Docket is simple for me and for my clients to understand. I can share with participants outside the company and they can add to the docket (which they LOVE). Because you can attach time to each section of the meeting, it really keeps people on point and focused - kicking the squirrels out of the room.
Clay P.
About backdocket
Practice management is case management + business analytics. Backdocket was designed to use proven case management best practices, so you don't need to reinvent the wheel. Backdocket then adds business analytics to your case management, so you can see what's making your firm successful. Available at a competitive price, backdocket is also backed by a free demo as well as free tech support and free onboarding for new firms.
FileInvite reviews
It replaces a pdf checklist, and it also frees up a lot of time - I do not have to constantly update the checklist every time the client sends a document. Simple for clients to use and simple for our staff to use. Love the google drive integration and how it renames the files as per your request items.
- Pawan M. Executive Consultant
I am happy to have a platform that is safe to send important documents, I feel totally confident with files on this platform since its level of security is what characterizes it, plus thanks to its cargo manager you can resume from the point in the one that you left loading a file therefore you do not have to worry about the disconnections that you have in your environment, its interface helps understanding because you can quickly understand how to use the platform.
- Valentina H. Administrator
Very easy to work with, excellent customer service and always available when needed.
- Renee G. Finance Broker
backdocket reviews
We have been using it for almost a year now and don't have any regrets about switching over.
- Margo G. Paralegal
The customer service is AMAZING. These people care whether the software is meeting your unique needs. They respond quickly and have tons of VIDEOS to walk you through what you don't know, so you don't have to waste valuable time calling a tech person or googling what to try.
- Breila F. Attorney
Backdocket has allowed me with single touches of a button to access, manage and efficiently work on a client's file. It's a one stop shop and I don't have to juggle opening different programs to look for something in a client's file. It's all managed in one easy access file.
- Monique H. Paralegal
Pros & cons
FileInvite
| Pros |
|---|
| The way we are able to communicate through the software is also awesome |
| I do recommend this file to all business owners, you will always need this type of software |
| I found using this platform to be secure and allows us peace of mind during document transfers |
| The templates are great and a file invite takes me no longer then 5 minutes to do |
| I use this everyday to check on progress and create new invites on behalf of the 2 mortgage brokers I work for |
| What good is having a system if your customers and staff don't use it |
| File invite is easy enough that it IS easier to use than what they were doing before and save time and confusion." |
| Cons |
|---|
| Pretty quick learning curve (especially if you're using it regularly), but frustrating only in that it feels more difficult than it needs to be |
| Set it and forget it -- and still get what you need |
| The risk to this is of emails being missed in among the volume of emails we get and the process not operating smoothly |
| Collecting documents is one of the most time consuming parts of our process, and clients are always confused and annoyed at it." |
backdocket
| Pros |
|---|
| We have been using it for almost a year now and don't have any regrets about switching over.I love everything about Backdocket |
| It is so user friendly and very easy to learn |
| It helps me to manage client files efficiently. |
| Cons |
|---|
| Currently, the software does not have email integration, but it is on the roadmap for inclusion soon |
| This may already be a feature that I have not learned to properly utilize yet, but file sharing via link |
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