Client portals fail at document collection because they lack collaboration. Learn why and how Pipefile’s comments, reviews, and feedback make the process frictionless.
Author: Pipefile
New! Checklist Sections
Collecting documents can get messy fast. Pipefile’s new Checklist Sections let you organize requests into clear groups, making client requests faster and easier to manage.
Pipefile Selected for 2025 AILA Innovators’ Spotlight
Pipefile has been selected for the 2025 AILA Innovators’ Spotlight, recognizing our role in streamlining legal document collection. Join us September 11 in Boston as we showcase how collaboration speeds up immigration workflows.
New! AI Checklists
Pipefile introduces AI Checklists — instantly generate tailored document request lists from a prompt or PDF. Streamline client intake, court filings, and loan applications in seconds.
New! Export to PDF
Pipefile now lets you export file requests as a single merged PDF. With one click, compile all client uploads into one easy-to-share document.
New! Pipefile Document Scanner
Pipefile now includes an integrated document scanner — making it effortless for clients to scan, convert, and upload documents directly to your requests.
New! Fillable Forms and eSignature
Pipefile now supports fillable forms and eSignatures — making it easier than ever to collect, complete, and sign documents securely in one seamless workflow.
New! Reorder Templates
Pipefile now lets you reorder templates with a simple drag-and-drop interface. Keep your most-used templates at the top and customize your workflow your way.
New! Pipefile Comments
Pipefile now includes Comments — keeping client communication in one place. Clients can ask questions directly on requests, and you can reply from your dashboard.
New! Pipefile Translations
Pipefile now supports Translations — send fully localized requests and templates with translated emails and a client upload experience in their language.