File Request
Collect files.
Organized on arrival.
Send a file request to any email. They upload via a secure link or reply with attachments — files are sorted automatically.
No credit card required · Cancel anytime
Required documents:
1 of 3 submitted
0
accounts needed
for senders
∞
file size
no email limits
AES-256
encryption
in transit & at rest
2
ways to respond
upload or reply
Two ways to respond
Your client picks how
Upload via link
Your client clicks the secure link in the email and sees a clean upload page. Drag and drop files or click to browse. No login, no account, no friction.
Reply with attachments
Clients who live in their inbox can simply hit reply and attach files. Attachments are captured and organized automatically — same result, no link needed.
Capabilities
Built for collecting documents
AI-powered organization
Define where files should go — pick a folder manually, or describe rules in plain English. AI handles the rest.
Organization rule:
"Organize tax documents by year and client name"
→ Taxes/2024/Morgan Legal/W2.pdf
→ Taxes/2024/Acme Corp/1099.pdf
Document checklists
Specify exactly which documents you need. Your client sees a checklist and uploads each file to the right slot. Track completion per-recipient in real time.
Smart reminders
Auto-remind recipients who haven't submitted all required documents. Set the cadence — daily, every few days, or weekly — and stop chasing.
Reusable templates
Save document checklists as templates. Apply them in one click for new clients.
Auto-rename files
Define naming patterns like {recipient}_{document} so files arrive consistently named.
No account required
Clients never create an account. They click, upload, and they're done.
Use Cases
Just ask
Describe what you need and from whom. AI handles the request, collection, and organization.
"Request tax documents from my accountant and organize by tax year"
"Collect signed contracts from all three clients this week"
"Ask the design agency to upload the final brand assets"
"Request closing documents from the title company for 123 Elm St"
"Collect W-2s from all employees and sort by department"
"Request updated insurance certificates from every vendor"
Who it's for
Every team that collects documents
Accountants
Tax documents, receipts, and financial statements from clients at year-end.
Real Estate
Signed contracts, inspection reports, and disclosures from buyers and title companies.
Law Firms
Discovery documents, signed agreements, and evidence from clients and opposing counsel.
HR Teams
Onboarding paperwork, ID documents, and signed offer letters from new hires.
Insurance
Updated certificates and policy documents from policyholders and underwriters.
Agencies
Deliverables, approvals, and signed SOWs from clients across active projects.
FAQ
Questions answered
How does the client receive the file request?
They receive an email with a description of what you need, a checklist of required documents, and a secure upload link. They can click the link to upload files through a web portal, or simply reply to the email with attachments.
Does my client need a The Drive AI account?
No. Your client never needs to create an account or install anything. They just click the link, see the document checklist, upload their files, and they're done.
What are document checklists?
When creating a file request, you can specify exactly which documents you need — like W-2, P&L Statement, Bank Statements. Your client sees a checklist and uploads each document to the right slot. You can track completion per-recipient in real time.
How do templates work?
Save any document checklist as a reusable template. Next time you need the same set of documents from a different client, apply the template in one click instead of rebuilding the list.
What are smart reminders?
Enable auto-reminders when creating a request. Recipients who haven't uploaded all required documents get gentle follow-up emails on your chosen schedule — every day, every 3 days, or weekly. No manual chasing.
How are uploaded files organized?
You can choose a destination folder, define a rename pattern (e.g. {recipient_name}_{original_name}), or describe rules in plain English. AI handles the rest.
Can I track which requests have been fulfilled?
Yes. Each recipient has a completion status — pending, in progress, or complete. You can see exactly which documents each person has submitted and which are still missing.
Is the upload link secure?
Yes. Each request generates a unique, time-limited link. Files are encrypted in transit with TLS and at rest with AES-256. Only you and your workspace members can access the uploaded files.
Is there a file size limit?
The upload portal supports files much larger than email attachments allow. Your client can upload files of any size supported by your plan.
Stop chasing documents.
Send a file request, and files arrive organized. No more email back-and-forth, no more manual filing.
No credit card required · Enterprise-grade security · Cancel anytime