ShareFile helps organizations run client work end-to-end combining secure document and client facing workflows to move work faster, reduce risk, and deliver better client experiences while integrating with existing business workflows.

    Overview

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    ShareFile is a client engagement layer designed to help organizations run client work faster, more securely, and on scale. In document-heavy businesses, critical processes - like onboarding, agreements, and compliance depend on the efficient movement of work across teams, clients, and systems. But when work crosses these boundaries, it becomes fragmented, slow, and difficult to control, increasing both risk and operational overhead.

    ShareFile eliminates this complexity by bringing the entire client engagement workflow into a centralized place. Teams can manage the full lifecycle of work - from document collection and review to approval, signing, delivery and audit into one system.

    Highlights

    • Run End-to-End Client Workflows - Manage the entire lifecycle of client work from document collection and collaboration to approvals, e-signatures, delivery, and audit-based reporting in a client collaboration system.
    • Automate and Scale Workflows with AI-Powered Intelligence in ShareFile. Turn manual, repetitive processes into scalable workflows with AI that keeps work moving - automating client intake, summarizing documents, surfacing insights, and guiding next steps without manual follow-up.
    • Secure, Govern, and Deliver Client Work with Confidence - Protect sensitive data with built-in security, governance, and compliance ensuring each interaction is controlled, auditable, and trusted without adding complexity.

    Details

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    Deployed on AWS
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    Pricing

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    12-month contract (1)

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    Dimension
    Description
    Cost/12 months
    ShareFile Premium 200 Users Annual Subscription
    Starting price for ShareFile Premium. Pricing may vary and is based on your specific requirements and eligibility. Request a private offer to receive a custom quote.
    $62,400.00

    Vendor refund policy

    ShareFile does not offer refunds.

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