Start here, go anywhere

Get going fast, with ready-to-go templates that automate key processes, like client onboarding and document request lists.

Key features


Make the right first impression by streamlining your client onboarding process.

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Connect seamlessly with the tools you’re comfortable with.

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Set tasks, organize documents, and communicate with clients in a single space.

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Manage document request lists in a simple digital environment.

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Why ShareFile®

We’ve designed ShareFile to fit naturally into the way your organization works and to be painless to customize.

We get your industry, top to bottom

Together with our customers, we’ve shaped an experience that’s made to solve for key needs in your industry.

A solution that grows with your business

Start small or go big. Easily configure ShareFile to your needs, whether as an addition to your existing tools or as a standalone solution.

Effortless convenience

ShareFile works right out of the box, simplifying workflows with your clients – and is refreshingly easy to use.

Integrate with your favorite tools

ShareFile connects beautifully with the most popular workplace tools.

Microsoft 365

Integrate ShareFile with Microsoft 365 apps like Outlook, OneDrive, and more to create effortless document collaboration.

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Google Workspace

Integrate with Google Drive and Gmail for simple, secure link sharing.

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Simplify agreement signing and enhance client experience with QuickBooks integration.

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Integrated lead management to automate onboarding with ShareFile.

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Zapier effortlessly integrates ShareFile with over 4,000 applications.

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Don't stop at sharing files

We’re going beyond secure file sharing to build you new features that automate and streamline document workflows.

“We have had clients handling very large, multi-district litigation who, because we utilize ShareFile, made it a requirement that we handle their case.”

Richard W. Wells

Director of Information Technology, NAEGELI Deposition and Trial

“ShareFile has been absolutely instrumental in our success and has highly increased our firm’s revenue by streamlining our processes, resulting in more time to focus on our clients instead of operations.”

Marsha J. Naegeli

CEO & Founder NAEGELI Deposition & Trial

"ShareFile has proven to be very efficient, has a one-of-a-kind cloud-based management system, and falls into the category of a deep and excellent collaboration."

Steve F

Lead Software Engineer, IT and Services company

“ShareFile has become an essential and comprehensive tool for us.”

Craig Jeffery

Managing Partner Strategic Treasurer

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