Which plan is right for me?
New — Industry Template Library now live
The Document Collection
Platform That Works for You
Build requests from industry templates or with the AI builder, send them through a secure branded portal, and let automated reminders do the follow-up. Clients upload directly — no account needed. Review, approve, and organize from a single dashboard.
No credit card required · 15-day free trial · Setup in 2 minutes
Secure document requests
No-login client portal
Auto reminders via email & SMS
Kanban workflow board
AI-powered request builder
Industry template library
Trusted by professionals across legal, healthcare & finance
Encrypted file handling
Permission-aware access
Clear request tracking
How FileOnion Works
From request to organized storage in four simple steps.
01
Create & Send Requests
Build a document checklist — manually, from a template, or with the AI assistant. Send it to your client with one click. They get an email with a secure link.
02
Clients Upload Directly
Your client opens their branded portal — no account required. They see exactly what's needed, upload files, and auto-save progress to return later.
03
Review & Approve
Documents appear in your dashboard instantly. Approve, reject with feedback, or comment on specific files. Rejected items notify the client to re-upload.
04
Organize & Store
Approved documents are stored in your file manager. Organize into folders, share back to clients, or export. Everything stays encrypted and audit-logged.
Everything You Need to Collect Documents
From request creation to approval, FileOnion handles the entire document lifecycle.
Document Requests
Create itemized checklists of required documents. Choose list-based or freeform requests. Set due dates, expiry, and priority levels.
AI Request Builder
Describe the matter in plain language — the AI recommends a scoped document set with per-document checklists and drafts your request title. Review, adjust, send. Powered by Claude.
Automated Reminders
Schedule recurring email and SMS reminders — daily to weekly. Clients get a direct link to their upload portal with each nudge.
Kanban Workflow Board
Drag requests across custom stages. Trigger automated actions on stage transitions — emails, webhooks, assignments, status updates.
Real-Time Dashboard
Track every request status at a glance — sent, read, partial, needs review, approved. See recent activity, uploads, and client logins.
Industry Template Library
Ready-made request packets for Immigration, Tax & Accounting, Mortgage & Real Estate, Legal, and HR & Onboarding. Every template shows its publisher — curated by FileOnion or shared by firms like yours. One click to use, then make it your own.
File-Level Comments
Comment directly on uploaded documents. Reject a file with feedback and the client is automatically notified to re-upload. No emails needed.
Custom Branding
White-label the client portal with your logo, brand colors, and custom CSS. Your clients see your brand, not ours.
Dropbox Integration
Connect your Dropbox account to sync and manage files directly within FileOnion. More integrations coming.
API & Webhooks
REST API access with configurable API keys. Subscribe to events like document submissions and stage changes via webhooks.
Enterprise Security
SSO via SAML/OIDC, audit logs, and custom roles for full organizational control.
Team Management
Invite team members with role-based access. Bulk invite and export data for compliance. From 5 to 100+ seats.
Explore The Wonders Of FileOnion
Purpose-Built for Your Industry
FileOnion adapts to the document workflows of the industries that need it most — with a template library spanning Immigration, Tax & Accounting, Mortgage & Real Estate, Legal, and HR & Onboarding.
Built for Law Firms & Legal Teams
Collect client intake documents, court filings, and identity verification
AI assistant trained on legal document workflows
Audit logs and encryption for attorney-client privilege
Template Library packets for immigration, family law, estate planning, and personal injury intake
HIPAA-ready security for sensitive case materials
Connects With Your Existing Tools
FileOnion integrates seamlessly with the tools you already use.
Google Drive
Dropbox
Box
Zapier
What Professionals Are Saying
“We used to spend hours every week chasing clients for documents over email. With FileOnion, we create a request, send the link, and the reminders do the rest. Our intake process went from weeks to days.”
Sarah Chen
Managing Partner, Chen & Associates Law Firm
“The no-login client portal is what sold us. Our patients don't want to create another account just to send insurance cards. They click the link, upload, done. It's reduced our front-desk workload significantly.”
Marcus Rivera
Office Manager, Riverside Medical Group
“I manage 15-20 transactions at once. The Kanban board lets me see exactly where each deal's documents stand. When something's missing, FileOnion sends the reminder automatically. I haven't sent a follow-up email in months.”
Jennifer Okafor
Senior Broker, Okafor Realty Group
Pick a Plan That's Right For You
Start with a 15-day free trial. No credit card required.
Personal
$24.99/mo per user
Up to 5 team members
15GB storage, 100MB file uploads
Unlimited document requests
Email reminders & notifications
Kanban board & workflows
Dropbox integration
Client portal & file manager
No credit card required
Most Popular
Professional
$34.99/mo per user
Up to 25 team members
1TB storage, 1GB file uploads
Everything in Personal, plus:
REST API & automation integrations
Custom branding
Audit logs
Bulk user management & data export
Community templates
Priority support
No credit card required
Enterprise
Custom
Contact us for pricing
Up to 100 team members
Unlimited storage, 1GB file uploads
Everything in Professional, plus:
Single Sign-On (SSO/SAML/OIDC)
Custom roles & permissions
Dedicated support
Compare Plans
| Feature | Personal | Professional | Enterprise |
|---|---|---|---|
| Team Members | Up to 5 | Up to 25 | Up to 100 |
| Storage | 15GB | 1TB | Unlimited |
| Max File Upload | 100MB | 1GB | 1GB |
| API Calls / Month | 10,000 | 50,000 | Unlimited |
| Core | |||
| File Upload | Included | Included | Included |
| Live Comments | Included | Included | Included |
| Document Requests | Included | Included | Included |
| File Sharing with Clients | Included | Included | Included |
| Collaboration | |||
| Client Email Reminders | Included | Included | Included |
| Workflow Notifications | Included | Included | Included |
| Kanban Board | Included | Included | Included |
| Custom Workflows | Included | Included | Included |
| Community Templates | Not included | Included | Included |
| Integrations | |||
| Dropbox Integration | Included | Included | Included |
| REST API Access | Not included | Included | Included |
| Automation Integrations (Zapier, Make, n8n) | Not included | Included | Included |
| Security & Compliance | |||
| Single Sign-On (SSO) | Not included | Not included | Included |
| Audit Logs | Not included | Included | Included |
| Administration | |||
| Custom Branding | Not included | Included | Included |
| Custom Roles | Not included | Not included | Included |
| Bulk User Management | Not included | Included | Included |
| Data Export (GDPR) | Not included | Included | Included |
| Support | |||
| Priority Support | Not included | Included | Included |
Frequently Asked Questions
How long does the trial last?
How much is it to add another person into my account?
If I need help, who can I talk to?
How is FileOnion different from similar platforms?
How quickly will I hear back after submitting a request?
Do you support SAML SSO and MFA?
Can I export a transcript of my support requests?
Where can I see the current service status?
What is the Template Library?
How does the AI Request Builder work?
Start Your Free Trial Today
Join professionals who have simplified their document collection workflow. No credit card required. Get started in under 2 minutes.