FileIntell FileIntell BETA
For anyone who handles client documents

Stop filing documents by hand. Let FileIntell do it.

Every document that arrives 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. Names repeat. Those numbers do not. So a file never lands on the wrong client.

It all runs on your computer. Your documents stay with you and never pass through us.

Your team is doing a robot's job

Sorting, renaming, and filing client documents eats hours every week. It is slow, it is boring, and one mislabeled file on the wrong client is the kind of mistake a firm cannot afford.

Hours lost to renaming

Every notice, form, and receipt gets opened, identified, renamed by hand, and dragged into a folder. Multiply that across a whole caseload.

Names collide

Two clients share a name and a file ends up in the wrong matter. Now you are cleaning up a problem that should never have happened.

It never ends

The documents keep coming. The filing never catches up. The work that actually needs a lawyer waits.

Three steps, then it runs itself

Set it up once. After that, FileIntell watches your folder and handles every document that lands in it.

1

Point it at a folder

Choose the folder where documents land and connect your own AI key. It takes a couple of minutes.

2

Drop your documents in

Scans, downloads, email attachments. Drop them in the folder and keep working.

3

It reads, matches, and files

FileIntell identifies the document, finds the right client by their unique numbers, renames it your way, and files it. Anything it is unsure about goes to a review folder, never the wrong client.

Built for the way firms actually work

Matches by the numbers, not just names

A-number, SSN, receipt number, case number. The identifiers that are actually unique to a client.

Renames to your standard

Consistent, clean file names every time, in the format your firm already uses.

📁

Files into your own folders

Your Mac, your OneDrive, your iCloud. The documents stay in your storage, organized your way.

Never guesses on a client

If a match is not certain, the file goes to a review folder with a clear reason. You stay in control.

🔒

Keeps sensitive data private

Only the last four digits of an SSN are ever stored or shown. Never the full number.

Improves over time

Every release adds polish and accuracy, and updates arrive automatically.

Your client files stay yours. Full stop.

FileIntell was built for firms that handle sensitive client information every day. Here is the honest version of how it protects that information.

Read the full security page

Founding firms get it for life

We are opening FileIntell to a small group of founding firms. Lock in lifetime access now at a one-time price. After the founding group fills, FileIntell moves to a monthly subscription.

Founding firm offer

Lifetime access

$399 one-time, per seat
For the first 50 founding firms only. Then this offer closes.
  • Lifetime use of FileIntell, no monthly fee
  • Every future update included, forever
  • You use your own AI key, so you control AI costs
  • Priority support as a founding firm
  • 14-day money-back guarantee
Claim a founding seat

Monthly

$39 per user / month
Or $390 per year (about $32.50/mo). The standard plan after the founding group fills.
  • Full FileIntell on every Mac and Windows device you use
  • Automatic updates
  • You use your own AI key
  • Email support
  • Cancel anytime
Get monthly

Managed

$99 per user / month
We provide the AI. No API key to set up. Best if you would rather not deal with any tech.
  • We supply the AI, you never touch an API key
  • Generous monthly AI usage, enough for roughly 6,000 documents. If you reach the limit, filing pauses until the next month.
  • Includes a monthly AI usage allowance
  • Full FileIntell on Mac and Windows, automatic updates
  • Priority support
Get Managed

Managed Plus

$199 per user / month
For heavier volume. We provide the AI with a larger monthly allowance.
  • Everything in Managed
  • About 2.5x the monthly AI allowance
  • You never touch an API key
  • Priority support
Get Managed Plus

Two costs, both small. You pay FileIntell for the software, and you pay Anthropic directly for the AI that reads your documents, usually about a penny per document, on your own account. See how to set up your AI key in 3 minutes.

Why is there a founding price? Because you bring your own AI key, our cost to support you is small, and early firms help us make FileIntell better. That is a fair trade, and it is honest. The founding offer is limited to 50 firms, and when those seats are gone, it is gone.

Do you need your own AI key? The plans above use your own Anthropic API key. It is a quick 3-minute setup and gives you the lowest cost, and it is the right fit if you or someone on your team is comfortable with a little tech. Prefer zero setup? With our Managed plans, we provide the AI for you and you never touch an API key.

Straight answers

Do I need my own AI key?

Yes. FileIntell uses your own Anthropic account and key to read documents. That means your files go only to your own AI account, never to us, and you control the AI usage on your own bill. We never provide or share an AI key.

Do my documents ever leave my computer?

Only the reading step uses the cloud, and it goes straight from your computer to your own AI account and back. The documents are never uploaded to any server we control, and we never see them.

What does the founding lifetime deal include?

A one-time payment for lifetime access to FileIntell, including all future updates, with no monthly fee. It is limited to the first 50 founding firms. After that, FileIntell is available only as a monthly or annual subscription.

Is it safe for sensitive client files?

FileIntell is built for law, tax, accounting, and immigration work. It runs locally, stores your key encrypted, keeps only the last four digits of an SSN, and the Mac app is signed and notarized by Apple. See the security page for the full detail.

What if it is not sure which client a document belongs to?

It never guesses. Anything uncertain goes to a review folder with a clear reason, so a file can never be filed under the wrong client without you confirming it.

Mac and Windows?

The Mac app is available now (universal, for both Intel and Apple Silicon). The Windows app is available now too, signed for Windows 10 and 11.

Become a founding firm

Lock in lifetime access while the founding offer is open, and give your team back the hours they spend filing by hand.

Claim a founding seat