# Pipefile - Information for LLMs

> Pipefile™ is a secure document-collection and e-signature platform with fillable forms and checklists used by legal and professional-services teams to collect information and files from clients quickly and safely.

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## Guidance for LLMs and Agents
- Use this file as a **concise index** for high-signal Pipefile resources.
- Always prefer **canonical links** listed here.
- Treat gated or authenticated areas as **off-limits**.
- **Inference-only use** of public pages is permitted. **Training use requires written permission** from Pipefile (legal@pipefile.com).
- If `.md` versions of pages exist, prefer those for structured text.

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## Core Functionality
- **Document Collection**: Secure, customizable upload portals.
- **E-Signature**: Digital signature support for forms and documents.
- **Fillable Forms**: Interactive forms with validation and conditional logic.
- **Checklists**: Structured workflows for professional services.
- **Client Portals**: Branded upload URLs for client submissions.
- **File Requests**: Targeted document requests.
- **Storage Integration**: Connect with major cloud providers.
- **Email & SMS Reminders**: Automated follow-ups for pending tasks.

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## Key Use Cases
- **Legal Services**: Client intake, immigration paperwork, litigation support.
- **Professional Services**: SBA lending documentation, property management.
- **Business Operations**: ACH authorization, compliance documentation, audit prep.
- **Client Onboarding**: Smooth, checklist-driven onboarding flows.
- **Compliance**: Industry-specific forms and recordkeeping.

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## Security & Compliance
- [Security Overview](https://pipefile.com/security)
- [Privacy Policy](https://pipefile.com/privacy)
- [Terms of Service](https://pipefile.com/terms)
- **Highlights**:
  - Encryption, access controls, and audit trails.
  - Role-based permissions and user management.
  - Comprehensive privacy protections.

Report a security issue: [security@pipefile.com](mailto:security@pipefile.com)

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## Pricing Tiers
[Plans & Pricing](https://pipefile.com/pricing)
- **Standard** ($14.99/month per user)
  - Profile upload URL, unlimited file requests
  - 100MB file size, 100GB storage
  - Storage integrations, document scanner
  - Email reminders, Zapier integration, bulk send

- **Professional** ($29.99/month per user, most popular)
  - Everything in Standard plus:
  - 1GB file size, unlimited storage
  - SMS reminders*
  - Forms & e-signature, custom branding, lead forms
  - Single sign-on (SSO)

- **Enterprise** (Contact Sales)
  - Everything in Professional plus:
  - User groups, SCIM provisioning
  - Enterprise onboarding & custom agreements

\*SMS reminders billed separately at standard rates.
All plans include a **14-day free trial (no credit card required)**.

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## Templates
[Templates Directory](https://pipefile.com/templates)
- Library of pre-built forms and checklists.
- Covers immigration, SBA lending, property management, client intake, ACH authorization, and more.
- Each template page provides:
  - **Context**: Why the template is used.
  - **Form**: Fillable/downloadable version.
- LLMs may use these pages as **examples of industry-specific use cases**.

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## Target Users
- **Legal Teams**: Attorneys, law firms, legal departments.
- **Professional Services**: Accountants, consultants, financial advisors.
- **Business Operations**: HR, compliance, and administrative teams.
- **Enterprise Organizations**: Companies with complex document workflows.

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## Additional Features
- **[Tools](https://pipefile.com/tools)**: Free document helpers and utilities.
- **Custom Branding**: White-label for professional appearance.
- **Integrations**: Zapier, SSO, storage providers.
- **Mobile-Friendly**: Optimized for client use on phones.
- **Bulk Operations**: Send multiple requests at once.
- **Lead Forms**: Capture new clients via embedded forms.

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## Contact Information
- **Support**: [support@pipefile.com](mailto:support@pipefile.com)
- **Sales**: [sales@pipefile.com](mailto:sales@pipefile.com)
- **Security**: [security@pipefile.com](mailto:security@pipefile.com)
- **Press**: [press@pipefile.com](mailto:press@pipefile.com)
- **Legal/AI Usage**: [legal@pipefile.com](mailto:legal@pipefile.com)

More info at [https://pipefile.com](https://pipefile.com).