Automation
Effortless Workflows
Reminders send themselves, client replies file themselves, and templates fill in from the client record. Your team spends its time on the work, not the follow-up.
Stop running client work through email, attachments and shared drives.
FILE BUTLER™ gives your business one branded workspace: collect documents, exchange messages, send electronic signatures, use document templates with editable merge fields, and keep every client file organized under your own name.
Security and data protection
A secure, branded client portal.
Documents are stored securely in the cloud with SOC 2 Type 2 compliance through an independent third-party audit, so you have access anywhere, anytime.
Every document is stored across two separate United States data center regions, one on the East Coast and the second on the West Coast, for added resilience.
The database is backed up nightly, with encrypted backups stored in immutable storage designed to prevent alteration or deletion.
Backup restoration procedures are tested monthly to help ensure data can be recovered when needed.
Handing your clients a secure, branded portal earns their trust and signals that you take confidentiality seriously, while your clients get the ease and safety of one private place instead of scattered email attachments, third-party signing links and shared drives. Live in minutes.
No contract. Cancel anytime.
Your Client Portal
yourcompany.filebutler.io
52
Client folders
14
Signatures pending
97%
Completed
- DReviewed
Documents received
Client uploaded requested files to their folder
- SSigned
Electronic Signature completed
Engagement letter signed with Certificate of Completion
- TSent
Template sent
Merge fields auto-filled from client record
One workspace. Every client interaction.
Files, messages, signatures and templates stay connected to the right client folder.
Electronic SignaturesSmart RemindersClient MessagingDocument TemplatesWhite-Label BrandingSecure File Storage100 GB Secure Storage
Beginning to end
FileButler has you covered from beginning to end.
From the first estimate to the final thank you, every step with a client happens in one place, and most of it runs on its own.
Before they are a client
Pre-client quoting
Put a Request a Quote form on your website. Prepare the estimate from your own template, send it for signature, and turn the request into a client in one click.
When they join
Automatic onboarding
Your welcome note and the documents to sign or read go out on their own, on the schedule you choose, with reminders until everything comes back. No more setting up each new client by hand.
When the work is done
Offboarding
A closeout pack sends the final documents and your closing note, so you never forget that last signature or thank-you note. The folder moves to Delivered, and you and your client both get an email.
The Problem
Client files should not live across five inboxes.
Documents by email, signatures through a separate service, status updates by phone, and follow-ups from memory: that is how files go missing and projects stall. FileButler gives your team and your clients one professional place to exchange documents, sign agreements, communicate securely, and hold a clean, documented record.
Replace the scattered chase with one documented workflow.
Before FileButler
Email attachments, third-party signing links, shared drives, loose reminder notes and repeated follow-up calls.
With FileButler
Secure folders, document templates, electronic signatures, portal messaging, portal email auto-filing, reminders and status tracking in one branded workspace.
Missing documents
Request sent to client
Engagement letter
Signed with Certificate of Completion
Client message
New response received and logged
Portal email reply
Auto-filed to the correct client folder
Built for real workflow
Not just storage. A complete client communication workspace.
Your team can manage documents, electronic signatures, templates, messages, portal email, reminders and client status from one branded portal. Clients get clear next steps. Admins keep oversight. Work stays documented.
Control
Every File, One Place
Documents, signatures, messages and notes meet in a single client folder, with permission-based access deciding exactly who sees what.
Core Features
Everything your team needs to work with clients under your own brand.
FileButler is built around the daily client work that usually gets scattered across email attachments, third-party signing links, shared drives and follow-up phone calls.
Documents & client files
Secure file storage and sharing
Collect, store, review and share client documents in organized folders with 100 GB included per paid license and additional storage at $4.95 per 100 GB or $39.95 per terabyte, encrypted at rest and in transit.
Client folders and project tracking
Keep every client and every project organized from intake through completion, with status tracking, document categories and internal notes.
Signatures & templates
Electronic Signatures with Certificate of Completion
Send agreements, engagement letters and consent forms for electronic signature. FileButler generates a Certificate of Completion documenting the signing sequence, timestamps and signer identity.
Document templates with merge fields
Save reusable engagement letters, questionnaires, contracts, invoices or any document your business sends often, with editable merge fields that auto-fill from the client record.
Communication & follow-up
Portal notifications and email filing
Notifications go out from the portal with a link back to it, and clients answer in the portal. Email your clients send to your connected intake mailbox, with their file number in the subject, is filed to the right client folder automatically, so the paper trail stays complete without extra work.
Secure client and staff messaging
Every conversation stays tied to the right client folder. No lost threads, no searching a separate inbox to understand what was said.
Smart reminders
Request missing items, follow up on unsigned documents, or nudge stalled projects. Reminders send on the schedule you choose and log to the client folder.
Control & branding
Permission-based staff access
Admins control what each staff member can see and do, from messaging and emailing to viewing client information and signing authority.
White-label branding
Upload your logo and company name, choose a branded portal URL, and the portal looks like it belongs to your business, not the software vendor's.
Request a Demo
Contact us or request a demo
Calendar
Never miss a deadline
Every deadline lives on one calendar and stays tied to the client folder it belongs to. Alarms and email reminders tell the right person before the date arrives.
Calendar views and Deadlines This Week
See your deadlines on the calendar, and check the Deadlines This Week list to know exactly what is due now.
Alarms and email reminders
Set an alarm and an email reminder on a deadline, so the people responsible hear about it ahead of time.
Deadlines tied to a folder
Link a deadline to a client folder, and it stays connected to the files, messages and notes it relates to.
Assigned and prioritized
Assign each deadline to a team member and set its priority, so everyone knows what is theirs and what comes first.
Color-coded topics
Give each topic its own color, so different kinds of work are easy to tell apart on the calendar.
Repeating deadlines and private items
Set a deadline to repeat, and it comes back on schedule without being entered again. Mark an item private when it is not meant for the rest of the team.
Client email that files itself
Connect your own intake mailbox, and FileButler copies each new message and its attachments into the right client folder. Junk filtering keeps spam out, so your team only sees real client mail.
Automatic filing
Each message and its attachments land in the matching client folder, with no copying, forwarding or downloading.
Unmatched mail goes to the Inbox
When a message cannot be matched to a client, it waits in the Inbox until your team assigns it to the correct folder.
Inbox, Junk and Blocked
Mail is sorted into Inbox, Junk and Blocked, so real client mail stays separate from everything else.
Block a sender
Block a sender once, and mail from that address stays out of your Inbox from then on.
Full details on every email
Open any email to see its full details, including the sender, the date, the message and its attachments.
Notifications
Your team is notified when new client mail arrives, so nothing sits unread.
How it works
Launch your client portal in three steps.
Your team gets the structure. Your clients get a simple place to respond. Everyone gets fewer loose ends.
1 Brand your workspace
Add your company name, logo and branded subdomain so the portal looks and feels like your business from the first login.
2 Set up folders and templates
Create client folders, save your reusable document templates with editable merge fields, and configure the reminder wording your team uses most.
3 Invite clients and staff
Clients upload files, sign documents and respond to requests. Staff members work from the permissions approved by an admin.
Walkthrough
See how FileButler works in about five minutes.
See how FileButler helps businesses collect documents, send electronic signatures, use document templates with merge fields, message clients, and keep every client file organized in one secure branded portal.
Read the walkthrough overview
Welcome to FileButler
Welcome to FileButler, the secure, branded client portal software from Envisage Companies. If your client work still runs through email, attachments and shared drives, you already know the cost. Files get buried, nobody is sure which version is current, and you spend your day chasing paperwork instead of doing the work. FileButler gives every client one secure place, under your brand, where everything is already organized.
What your clients experience
Your clients receive a simple invitation and sign in to a portal that carries your name and logo. They see only their own files, a clear list of what you need from them, and your messages, all in one place. They can upload from a phone in the parking lot or from a laptop at the kitchen table, with nothing to install. The result is clients who send what you asked for the first time, and far fewer follow-up calls.
Every client, one folder
Every client gets a folder that follows the work from the first conversation to the finished job. You see at a glance where each one stands, which documents are in, which are still missing, and what happened last. Notes for your team stay private to your team. And the checklist speaks your industry's language, so clients recognize exactly what you are asking for.
Stop chasing documents
Instead of asking for the same documents three times, you tell FileButler once. Clients see each item you need and whether it has been received. Every upload is time stamped and kept with its version history, so an updated form never overwrites the original. Documents, photos, video and audio all upload the same way, and large files upload in pieces with a progress bar, even on a slow connection.
Your letters and forms, filled in for you
The letters, agreements and forms you send every week become templates. Add a blank for the client's name, the file number or the date, and FileButler fills it in from the client's record. Preview the finished document, then send it to the client or send it for signature, and it stays with that client's file. What used to take fifteen minutes of copying and pasting takes about one.
Signatures without the chase
Getting a signature should not mean printing, scanning and waiting. Send any document for signature from the client's folder. The client gets an email, opens the document, signs by drawing or typing, and is done in under a minute, from any device. Every signed document comes with a Certificate of Completion that records who signed, when, and in what order, and both stay attached to the client's file.
Client email that files itself
Clients will always email you, and that is fine. Connect your intake mailbox, and when a message arrives with a file number, FileButler copies the message and its attachments into the right client folder for you, within minutes. Anything it cannot match waits in one inbox for a quick assignment. No more digging through a shared mailbox to find the attachment someone sent last Tuesday.
Never miss a deadline
Every deadline lives on one calendar and stays tied to the client it belongs to. The Deadlines This Week view shows your team what is coming, alarms and email reminders make sure nothing slips, and each deadline can be assigned to a person, given a priority, color coded by topic or set to repeat. Missing a date because it was written on a sticky note stops being a risk.
Conversations that stay with the file
Messages live inside the client's folder, so every question and every answer stays with the matter it is about, and anyone on your team can pick up the thread. When a client goes quiet on a document request, FileButler sends the reminder for you, in your words and on your schedule, and logs it in the file. Follow-up happens without anyone remembering to do it.
Your team, your rules
You decide what each person on your team can see and do. Give a new hire access to their own clients only. Let a senior team member change status and manage client accounts. Keep deleting folders to yourself. Permissions take seconds to set and seconds to change, so bringing someone on or moving them off a client never means handing over everything.
A complete record when it matters
When a client disputes what happened, or an auditor asks, you need the record, not your memory. FileButler keeps an activity log for every folder: every upload, status change, message, reminder and signature, with who did it and when. Finished work moves to the File Archive, and anything deleted by mistake can be restored from the Recycle Bin. The paper trail builds itself while you work.
Security your clients can trust
Your clients are trusting you with their most sensitive documents, and FileButler is built for that trust. Every sign-in requires a verification code. Files are encrypted while they move and while they are stored, and they are kept with an independently audited storage provider across two separate United States data centers. The database is backed up every night, and those backups are tested every month. You get enterprise-grade protection without an IT department.
Your brand, on every device
Your clients see your business, not ours. Your logo, your company name and your own web address carry through the portal, the emails and the signing experience. Clients and staff can work from a desktop browser, the desktop app, an iPhone or an Android phone, and a built-in Help Center answers the common questions before they ever reach your team.
Ready to put this to work?
FileButler is $45.95 per month per paid license, with unlimited client accounts and 100 gigabytes of storage per license. First-time subscribers try it free for 30 days on the monthly or annual plan, with no credit card, no contract and nothing to install. Give your clients one secure place for everything. Start your free trial today at filebutler.io.
Who it's for
Your industry requires the proper handling of confidential client files. And so do your clients.
If you exchange documents with clients on a regular basis, FileButler gives you a secure, self-branded space to do it in. But it does not stop there. Secure document creation, messaging and electronic signatures are also a very important part of your daily workflow. Select your industry below to see the document checklist, merge fields and portal wording built specifically for what you do.
Security and trust
Built for businesses that handle confidential client files.
FileButler gives your team a more controlled way to manage client documents, signatures and communication than scattered email attachments, third-party signing links and shared drives.
Two-factor authentication
Help protect account access with verification built into the sign-in process.
Encrypted, SOC 2 storage
Store sensitive files in a protected document environment built for client work.
Access controls
Assign staff access by role and permission so each person sees the work they are approved to handle.
Certificate of Completion
Every electronic signature generates a certificate documenting signing sequence, timestamps and signer identity.
Audit-ready activity log
Every upload, download, message, signature and status change is logged to the client folder.
Secure Stripe billing
Subscriptions are processed securely through Stripe at checkout.
Need more room? Add 100 gigabytes for $4.95 a month.
About the Founder
Built from over 30 years of administrator experience and document workflow knowledge.
FileButler provides its clients with a branded, proven workflow system: a secure way to exchange documents, send and receive electronic signatures with legal Certificates of Completion, and a tried, tested and proven way to keep all client communication organized.
Why FileButler
What sets FileButler apart.
- Clients can open support tickets with you, right in their portal.
- Share a sign-up link, and approve each new client yourself.
- Every file is stored twice, in two separate data centers in the United States.
- Nightly backups that cannot be altered or deleted, tested every month.
- A clear policy: your data is deleted 90 days after you cancel.
- Emails are filed into the right client folder from your own intake address, and you can send email from the folder.
- A Request a Quote form for your website.
- HIPAA compliant, with a Business Associate Agreement on every plan.
- Built-in electronic signatures that work on any phone, with a Certificate of Completion.
- A calendar with automatic deadline reminders.
Everything included
Everything FileButler gives you and your clients.
Every plan
- Unlimited clients and projects. Every client gets their own folders, with no limit. You pay only for your own team.
- No contract and nothing to install.
- 100 GB of storage included.
Your clients
- A secure, branded portal with your logo and colors, on your own FileButler web address.
- Clients sign in from a computer or phone and see only their own files, what you still need from them, and your messages.
- Secure messaging with each client, kept in that client’s folder.
- Installs on a phone or computer from the browser, under your name.
- A help center and getting-started guides for your clients and your team.
Documents
- Client folders with subfolders for every job, using ready-made folders or your own.
- A checklist that shows each client exactly what is still missing, with automatic reminders until it arrives.
- Version history: when a client sends a newer file, the older one is kept, so nothing is overwritten.
- Document templates that fill in client details and file the finished document in the right client folder.
- A recycle bin to restore deleted files.
Signatures
- Send any document for signature to your client, your team or someone outside the portal, in the order you choose.
- Clients sign from their phone in less than a minute.
Your team and your records
- Decide what each team member can see and do, and limit staff to the clients assigned to them.
- A full audit log of who viewed, uploaded, downloaded and signed each file, with date and time. Exportable, kept for 7 years.
Security and privacy
- SOC 2 Type 2 certified storage.
- All data stays in the United States.
- Encrypted in transit and at rest.
- Built to meet California’s privacy law.
- Two-factor authentication for your team and your clients.
Pricing
Simple, transparent pricing.
First-time subscribers try FileButler free for 30 days, with no credit card required. Every feature is included.
Special Offer
30 days free, no credit card required
For first-time subscribers. Your free trial starts automatically at checkout. No code is needed.
FileButler Monthly
Secure self-branded client portal with document templates and electronic signature.
$45.95/month per paid license / 4th license is free
Unlimited clients and projects. Every client gets their own folders, with no limit.
4 licenses for the price of 3: $137.85 a month.
Try it free for 30 days. No credit card required. Then $45.95 per paid license per month, and every fourth license is on us. No contract. Cancel anytime.
FileButler Annual
Pay yearly and save 10% compared with paying monthly.
$496.26/year per paid license + an additional 10% off & the 4th license is free
Unlimited clients and projects. Every client gets their own folders, with no limit.
4 licenses for the price of 3: $1,488.78 a year.
Try it free for 30 days. No credit card required. Then $496.26 per paid license per year, and every fourth license is on us. No contract. Cancel before renewal.
Every license includes
- Unlimited client accounts and projects
- 100 GB secure document storage per paid license, $4.95 per additional 100 GB or $39.95 per additional terabyte
- White-label branded subdomain
- Electronic signatures with Certificate of Completion
- Document templates with editable merge fields
- Connect your own intake mailbox, and FileButler copies each new message and its attachments into the right client folder
- Calendar with deadline alarms and email reminders
- Secure messaging and smart reminders
- Two-factor authentication, encrypted storage and priority support
- Desktop, iPhone, Android and browser access
Free help, always
Customer service is always here to help, for free. The portal walks you through exactly what to do, and setup takes about 10 minutes.
Questions? Give us a call! +1 954-408-4253
Questions
Questions buyers ask before they start.
Who is FileButler for?
FileButler is built for businesses that handle confidential client files: accountants and bookkeepers, public adjusters, mortgage and title teams, property managers, consultants and advisory practices, insurance support businesses and other service companies. If you exchange documents with clients on a regular basis, FileButler gives you a branded portal to do it in.
Can clients upload documents?
Yes. Clients can upload requested documents from desktop, mobile or browser. Staff can also upload, review and organize documents.
Can I send documents for electronic signature?
Yes. Send agreements, engagement letters, consent forms or any document for electronic signature directly from the portal. Each completed signature generates a Certificate of Completion documenting the signing sequence, timestamps and signer identity.
What are document templates with merge fields?
Save the documents your business sends often, such as engagement letters, questionnaires, contracts and invoices, as templates with editable merge fields. FileButler auto-fills the fields from the client record so you do not have to retype the same information for every client.
How does email into the portal work?
Your organization creates an intake mailbox with its own email provider and connects it in Settings. New mail is copied into the portal every few minutes, and each email with a file number in its subject is filed to that client folder with its attachments. Gmail, Google Workspace, Yahoo, iCloud and AOL use an app password. Microsoft mailboxes (Outlook.com, Hotmail, Live and Microsoft 365) connect with Sign in with Microsoft, so no mailbox password is stored.
How does pricing work?
FileButler is priced per paid license: $45.95 per license per month, and every fourth license is free, or $496.26 per paid license per year, 10 percent less than paying monthly. First-time subscribers try it free for 30 days on either plan, with no credit card required. A license is one person on your team who signs in to your portal. Your clients never need one, and client accounts are unlimited. No contract, and you can cancel anytime. Enterprise pricing for 13 or more licenses: +1 954-408-4253.
Is there a limit on clients or folders?
No. Every plan includes unlimited clients and unlimited client folders. You pay only for your own team’s licenses.
Can we use our own branding?
Yes. FileButler includes a branded subdomain and a white-label portal experience for your business.
Is there a contract?
No contract. Cancel anytime. You are billed $45.95 per paid license per month, or $496.26 per paid license per year, for as long as you keep your portal.
What happens after I subscribe?
FileButler begins setting up your branded portal after checkout. You will receive an email with your portal web address, login details and password setup instructions.
Can my staff use the portal too?
Yes. Staff members can be invited and assigned permission-based access so admins control what each person can see and do.
Can I use FileButler for more than one client?
Yes. Both the monthly and annual plans include unlimited client accounts and projects.
What does "per license" mean?
A license is one person on your team who signs in to your portal; your clients never need one. Each paid license includes 100 GB of secure document storage, shared across your whole account, so 3 paid licenses include 300 GB. Additional storage is $4.95 for each additional 100 GB, or $39.95 for each additional terabyte, per month, whichever is less. Enterprise pricing is available for 13 or more licenses. Call +1 954-408-4253.
Can I cancel during the free trial?
Yes. Cancel any time during your 30-day free trial and you pay nothing. No credit card is needed to start.
What happens if I cancel?
Your subscription stops renewing. FileButler keeps your content for 90 days after your subscription ends. During those 90 days you can export your content or resubscribe to restore full access. After 90 days it is permanently and securely deleted.
Is FileButler HIPAA compliant?
Yes. FileButler is HIPAA compliant. The portal includes two-factor authentication, encrypted storage, role-based access and an activity log, and our cloud storage provider has signed a business associate agreement with FileButler covering the storage of your files.
What file types can clients upload?
Documents: PDF, Word (DOC, DOCX), RTF, plain text, Excel (XLS, XLSX), CSV, PowerPoint (PPT, PPTX) and saved emails. Photos, videos and audio recordings: JPG, PNG, TIFF, iPhone HEIC and camera raw (DNG, CR2, CR3, NEF, ARW) photos, MP4, MOV, M4V, 3GP, WebM, AVI and MKV videos, and M4A, MP3, WAV, AAC, OGG, Opus and FLAC recordings. Large files upload in pieces with a progress bar, and videos and recordings play right in the browser.
Request a Demo
Contact us or request a demo
Your BrandYour PortalYour ClientsOne Organized FileNo ContractLive in Minutes
One professional, branded place for clients to upload documents, sign agreements, respond to reminders and message your team, while every document and conversation stays organized and documented in the correct file folders.
Questions? Give us a call! +1 954-408-4253