Every document that comes in gets read, matched to the right client by their A-number, SSN, or case number, renamed the way you like, and dropped in the right folder. People share names. Those numbers don't, so a file never lands on the wrong client.
Nothing new to learn. The documents you already get sorted the second they show up.
Pick a folder you want watched, like Downloads, a shared drive, OneDrive, or iCloud. Anything new that shows up gets handled on its own.
It reads the document in English, Creole, French, or Spanish, and picks out the names, A-numbers, SSNs, and case numbers.
It matches the real client by their own number, not just a name, so the three Jean Pierres in your files never get mixed up.
One click and it is filed with a clean name in the right folder. Once you trust it, you can let the sure matches file themselves.
It matches on the A-number, the last four of the SSN, receipt and case numbers. Two clients can share a name. They never share those.
Point it at a folder full of mystery files and it sorts the whole pile, one client at a time.
When it reads an RFE or a notice, it spots the response date and tells you before it sneaks up on you.
English, Haitian Creole, French, and Spanish, read as they are. No translating first.
Everything is read on your computer and sent only to your own AI account. We never keep your documents.
It never deletes your originals, it never writes over a file, and it keeps a record of everything it does.
Clio and NetDocuments are where your files end up. Getting them there, named right and in the right place, is the part that eats your team's time. That is what we take off your plate. We don't replace what you already use. We feed it.
Choose the plan that fits: $39 a month, $399 once for lifetime, or a managed plan where the AI is included for you. The $39 and $399 plans use your own AI key, usually under a penny a document. Setup takes about five minutes and we will walk you through it.
You will need a free Anthropic API key. Works on Mac 12 and up, Apple Silicon or Intel. The setup guide comes with it.If you are one of our beta firms, we will sit down with you, create your AI key, load in your client list, and have you filing documents the same day.
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