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Pipefile

Secure document collection software for sensitive files.

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Pipefile is a secure document collection and client portal tool that solves the problem of slow, disorganized file gathering from clients. It replaces scattered email attachments and manual follow-ups by allowing teams to send branded upload links or checklists, enabling clients to submit files without creating an account or password.

Key features include client checklists with an AI assistant for building them, automated reminders, fillable forms, electronic signatures, a browser-based document scanner, and reusable templates. Files are encrypted in the browser using OpenPGP before reaching the servers. Integrations are available with Google Drive, Dropbox, Box, Microsoft 365, Zoho WorkDrive, Zapier, and Clio.

The product is designed for teams in legal, finance, insurance, nonprofits, and community programs. It offers a 14-day free trial with no credit card required. Paid plans are seat-based, starting with a Standard plan for individuals and small teams, a Professional plan for growing teams, and an Enterprise plan for large organizations with advanced needs like SSO and user groups.

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