Overview
Pipefile is a cloud-based document collection platform that provides professionals with secure, structured workflows for requesting and receiving sensitive client documents. The platform is designed as a purpose-built alternative to email-based document exchange and general-purpose shared folder services.
Key features and functions include:
Document request checklists
Users can create structured document request lists specifying exactly which files are needed from each client. Requests can be organized into sections and saved as reusable templates for recurring matter types or client intake workflows.
Secure client upload portal
Clients receive a link and can upload documents without creating an account. Files are transmitted using TLS encryption and can be further secured with configurable end-to-end PGP encryption. The portal is accessible from both desktop and mobile devices, with a built-in document scanner for mobile camera uploads.
Document review and approval workflow
Professionals can accept or reject uploaded documents and provide feedback to clients directly within the platform. Rejected submissions can be returned with explanations, and clients are prompted to resubmit corrected documents. This review process is tracked and visible to all relevant parties.
Automated notifications and reminders
The platform sends automated notifications to clients when documents are requested, when submissions are accepted or rejected, and when deadlines approach. Reminder frequency and messaging are configurable, and notifications can be delivered via email or SMS.
Fillable forms and eSignatures
Pipefile supports fillable PDF forms and eSignature collection, allowing professionals to send documents for completion and signing within the same platform used for document collection. This feature is available as part of the document request workflow.
AI-generated checklists
A feature introduced in 2025 allows users to generate document request checklists automatically from a text prompt or an uploaded PDF, such as a court filing or loan application. The AI checklist tool is intended to accelerate the setup of intake and matter-specific document requests.
View more
Areas of Use
TARGET AUDIENCE
Law Firms - 20-99 lawyers
Law Firms - 100-499 Lawyers
PRACTICE AREAS
Loading...