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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Gathering electronic files from clients can be quite challenging due to varying software preferences and the chaotic nature of email, which often lacks security. Implementing a customized upload page with simple drag-and-drop capabilities can streamline the process of collecting and organizing files. This allows you to focus more on critical tasks while alleviating concerns about logistics and security. You can effortlessly gather digital documents, images, and videos from clients, regardless of their software, ensuring all submissions are safely stored in your cloud under the respective client's name. This eliminates the frustration of misplaced files and the hassle of lengthy searches. File Request Pro seamlessly integrates with platforms like OneDrive, SharePoint, Google Drive, and Google Docs, making it easy to set up in just five minutes. You can efficiently organize essential documents such as personal information, bank statements, and other financial records directly in your cloud storage. Enhancing the customer experience allows you to devote more time to your primary business activities, particularly in lending and mortgage services. This way, you can concentrate on closing deals rather than getting bogged down by paperwork, quickly collecting and organizing vital documents like bank statements, identification, and pay slips to streamline your workflow further. Additionally, a user-friendly submission process can significantly improve client satisfaction and foster stronger professional relationships.

Description

Filently is an innovative tool that utilizes artificial intelligence to streamline the process of organizing documents in cloud storage, removing the hassle of manual filing. Rather than spending time on renaming files and relocating them to appropriate folders, Filently automatically identifies the types of documents—such as invoices, contracts, receipts, and reports—assigns standardized file names, and sorts them into the right folders without any intervention. Featuring advanced document recognition, intelligent folder categorization, and a learning algorithm that evolves with user behavior, Filently ensures that your Google Drive remains tidy and well-organized. Additionally, support for Dropbox and OneDrive is on the horizon, promising even more flexibility for users. This comprehensive approach to document management makes Filently an essential tool for anyone looking to optimize their digital workspace.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Google Drive Yes 
Dropbox Yes 
Microsoft OneDrive Yes 
Microsoft SharePoint Yes 
Squarespace Yes 
Weebly Yes 
Wix Yes 
WordPress Yes 
Zapier Yes 

Integrations

Google Drive Yes 
Dropbox No 
Microsoft OneDrive No 
Microsoft SharePoint No 
Squarespace No 
Weebly No 
Wix No 
WordPress No 
Zapier No 

Pricing Details

$49 per month
Free Trial Yes 
Free Version No 

Pricing Details

$6/month
Launch offer: 4 months for free on yearly plans:
Personal: $6/month
Professional: $19.33/month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

File Request Pro

Founded

2019

Country

United States

Website

filerequestpro.com

Vendor Details

Company Name

Filently GmbH

Founded

2025

Country

Switzerland

Website

filently.com

Product Features

Portal

Chat No 
Collaboration No 
Content Management No 
Document Management No 
File Sharing No 
Search No 

Product Features

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools Yes 
Compliance Tracking No 
Document Archiving Yes 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing No 
Document Retention No 
Electronic Signature No 
Email Management No 
File Recovery No 
File Type Conversion No 
Forms Management No 
Full Text Search No 
Offline Access No 
Optical Character Recognition Yes 
Print Management No 
Version Control No 

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