File Request
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
"Please upload the signed lease for 123 Elm St"
File request from You
via The Drive AI
or reply to this email with attachments
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 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.
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
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
Your clients never need to create an account or install anything. They receive an email, upload their files, and they're done.
See which requests have been fulfilled and which are still pending. Get notified the moment files arrive.
TLS in transit, AES-256 at rest. Every upload is secure.
No email attachment limits. Upload files of any size.
Get notified the moment files are uploaded to your request.
Use Cases
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
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
They receive an email with a description of what you need 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.
No. Your client never needs to create an account or install anything. They just click the link and upload, or reply with attachments. Zero friction.
You can choose a specific destination folder when creating the request, or define rules in plain English like "sort by client name and document type." You can also let AI decide based on your existing folder structure.
Yes. You can see all pending and completed file requests at a glance. You get notified the moment files are uploaded so you never have to follow up manually.
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.
The upload portal supports files much larger than email attachments allow. Your client can upload files of any size supported by your plan.
Accountants request tax documents and financial statements from clients. Real estate agents collect signed contracts, inspection reports, and disclosures. Lawyers request discovery documents and signed agreements. HR teams collect onboarding paperwork and signed offer letters. Insurance agents request updated certificates from policyholders.
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