Drive your business forward—no extra headcount needed. Keep work moving with an AI-powered platform that streamlines workflow automation, e-signing, client portals, and secure document sharing.
Collect documents up to 3.5x faster with AI-powered document collection, slashing admin work and improving client satisfaction.
Get key insights up to 96% faster with AI summaries– skipping tedious analysis and focusing on revenue boosting work.
Simplify client intake, onboarding and management with a seamless experience, and provide clients with easy access to a secure portal via web or mobile.
Learn MoreEffortlessly send documents for legally binding e-signatures within your workflow, with built-in security measures like Knowledge-Based Authentication for compliance.
Automate signature collection with your document management—send e-signatures in pre-built workflows or route signed agreements to the right folder automatically.
Learn MoreCatch potential security risks before they become issues. Get alerts as soon as a security threat is detected.
Prevent accidental data leaks with AI-powered share settings. ShareFile protects over 34K customer documents weekly from human error around insecure sharing methods.
Support your compliance standards with a platform built with HIPAA, SEC, and FINRA regulations in mind.
Learn More"ShareFile’s embedded AI features quickly extracts key insights. It gets to the core information needed in just seconds, instead of hours. This is enabling my staff to take on more client work, significantly creating business impact."
Paul Nylen Partner, Nylen & Partners LLC![]()
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