Infile

Infile is a document collection and client request platform designed for professional services teams such as accountants, bookkeepers, law firms, digital agencies, mortgage professionals, human resources teams, and higher education organizations. It helps users gather information from clients through secure, branded portals without requiring clients to create an account, making the submission process more straightforward.

The app includes reusable document request templates, a template builder with drag-and-drop fields, conditional logic, custom validation rules, and AI-assisted form creation. Users can send requests to one or many clients, organize submitted files and responses in one place, set automated reminder schedules, review uploads as they arrive, and export submissions as ZIP files or structured PDF summaries. Infile also provides analytics, team collaboration tools, and real-time request status tracking to support document intake workflows from request to final export.

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