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

You send
01
To:sarah@morganlegal.com

"Please upload the signed lease for 123 Elm St"

Send
They receive
02
Y

File request from You

via The Drive AI

Upload files

or reply to this email with attachments

You get
03
Properties/123 Elm St/
Lease-Agreement-Signed.pdf
Auto-organized by AI

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.thedrive.ai/r/a8f3k2

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.

Drop files hereAny file type · Any size
Mail

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.

Re:File request — Signed lease agreement
Hi, here's the signed lease. Let me know if you need anything else.
Lease-Agreement-Signed.pdf2.4 MB

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

No account required

Your clients never need to create an account or install anything. They receive an email, upload their files, and they're done.

Request tracking

See which requests have been fulfilled and which are still pending. Get notified the moment files arrive.

Encrypted transfer

TLS in transit, AES-256 at rest. Every upload is secure.

Large file support

No email attachment limits. Upload files of any size.

Email notifications

Get notified the moment files are uploaded to your request.

Use Cases

Just ask

Describe what you need and from whom. AI handles the request, collection, and organization.

the-drive-ai
>

"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 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 and upload, or reply with attachments. Zero friction.

How are uploaded files organized?

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.

Can I track which requests have been fulfilled?

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.

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.

How do different professionals use file requests?

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.

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