Automate entire document workflows so your team can focus on work that generates growth.
Accelerate document collection and service clients sooner. With AI-powered automation, you can pre-generate a document request list and quickly request, approve, or re-request client documents— all in one place.
Spend more time advising clients and less time reviewing lengthy contracts, proposals, and records. AI-powered document summarization and Q&A instantly extract key details, eliminating tedious manual analysis.
Keep sensitive documents protected without slowing down work. Use AI to automate safer sharing settings. This reduces the risk of human error and makes it effortless for employees to send and receive files securely.
"We have a screening process which requires us to analyze tax returns of prospects to ensure we're a good fit. With tax returns reaching around 200 pages, ShareFile's AI document summarization quickly gives us the information needed, instead of spending an hour reading. Multiply that by numerous clients a week and you’re significantly creating business impact and productivity gains."
Paul Nylen Partner, Nylen & Partners LLC![]()
"I found ShareFile's AI document summarization to be quite helpful in reducing the hours we have to spend reading and giving us more time actually servicing clients."
Partner Law & Accounting firm
"Manual summarization is slow and unreliable. ShareFile delivers instant, accurate summaries, streamlining decision-making and easing the mental load on senior staff—saving time and effort."
Managing Partner Financial Consulting firm
"The summarization output is excellent. It gets to the core information I need in just seconds, enabling my staff to take on my client work."
Partner Law & Accounting firm
By reducing time spent on manual document collection, review, and security settings, businesses can serve more clients, minimize errors, and improve productivity—all of which contribute to greater profitability.
Our customer support page has links to address many common questions.