Software Alternatives & Reviews
Register | Login

FileInvite VS ActionStep

Compare FileInvite VS ActionStep and see what are their differences

CobbleStone Software
Managing contracts just got easier with CobbleStone! featured
Contents:
  1. » Base Details
  2. » Videos
  3. » Reviews
  4. » Alternatives

FileInvite logo FileInvite

Stop chasing your clients for documents! Easily request files, documents, forms & signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.
Visit Website

ActionStep logo ActionStep

Web-based application to run your law practice. Complete solution including Workflows, Accounting, Trust Accounting, Payroll, Email & Contacts, Calendars and Knowledge Base.
  • FileInvite Landing page
    Landing page //
    2022-03-24

Accelerate key stages in your document management processes using out-of-the-box automation. Easily request files, documents, forms & signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.

FileInvite automatically converts returned files to PDF and syncs with your favorite cloud storage system, CRM, or LOS using native integrations and API. Try it for yourself with a free 14-day trial.

  • ActionStep Landing page
    Landing page //
    2023-10-04

  actionstep.comSoftware by ActionStep

FileInvite videos

+ Add

FileInvite Explained

More videos:

  • Review - David's team use FileInvite to collect documents and get more clients
  • Review - Fundera Case Study

ActionStep videos

+ Add

ActionStep Review Video

More videos:

  • Review - New & Noteworthy @ Actionstep - Half Year in Review
  • Review - Actionstep - Introduction Video

Category Popularity

0-100% (relative to FileInvite and ActionStep)

FileInvite

ActionStep

Documents
100 100%
Documents
0% 0
Legal Practice Management
0 0%
Legal Practice Management
100% 100
Project Management
100 100%
Project Management
0% 0
Legal
0 0%
Legal
100% 100

User comments

Share your experience with using FileInvite and ActionStep. For example, how are they different and which one is better?
Log in or Post with

Reviews

These are some of the external sources and on-site user reviews we've used to compare FileInvite and ActionStep

FileInvite Reviews

5 Popular Ways to Sign Forms Online
Listed as an emerging favorite for 2022 by software review platform Capterra, FileInvite is a secure file sharing and client portal SaaS platform. With broad applications in lending and other financial services, FileInvite allows users to sign documents with authenticated digital signatures and upload them through a 256-bit encryption-secured client portal.
Source: www.fileinvite.com
Top 5 Best Document Management Software With Client Portal in 2022
FileInvite is revolutionizing the way professionals worldwide seek documents and information from their clients. FileInvite's secure document portal solution replaces email processes in high-document applications such as mortgage applications, education enrollment, legal affairs, accounting, human resources, and banking.
Source: www.techtimes.com
10 best free electronic signature apps to eSign PDF
You receive several good features with FileInvite such as the ability to create templates, invite multiple users to sign a document, and sending notifications to customers by emails and texts. Drawbacks include a lack of customization in the template design and an un-optimized workflow.
Source: www.pocket-lint.com

ActionStep Reviews

We have no reviews of ActionStep yet.
Be the first one to post

What are some alternatives?

When comparing FileInvite and ActionStep, you can also consider the following products

Oracle Bharosa - Oracle Bharosa is a fraud and identity theft control system that helps you combat these problems in your organization.

PracticePanther - PracticePanther offers CRM, invoicing, time tracking and communication solutions for law firms.

Onehub - Onehub helps businesses securely share and control files in the cloud.

CosmoLex - A law practice management software, integrated web / cloud-based legal practice management solution or case management software for attorneys and law firms

Kount Complete - Explore our Kount Complete Product, the leading solution for digital fraud prevention. Kount is trusted by 6,500+ brands globally.

Clio - Clio provides a full suite of web-based practice management tools targeted specifically at the administrative needs of sole practitioners and small firms.

Loading...