Pipe File

A document collection platform that streamlines client intake by providing branded upload links, automated reminders, fillable forms, and e-signatures. It serves operations and support teams in mid-market and enterprise organizations, particularly in legal, finance, insurance, and nonprofit sectors. The service is positioned as a modern alternative to manual email back-and-forth, with bank-level security and integrations.

Key features

• AI-powered client intake checklists
• Automated reminders for missing documents
• Built-in browser document scanner
• Convert PDFs to fillable forms
• Electronic signatures
• Reusable document collection templates
• Integrations with everyday tools
• PGP encryption and multi-factor authentication