FileIntellFileIntell
Security & Privacy

Your client files stay yours.

FileIntell was built for law, tax, and immigration firms that handle sensitive client information every day. Here is exactly how it works, in plain language, with nothing hidden.

Where your documents live

FileIntell runs on your own computer. It reads documents directly from your folders and files them back into your own folders, on your Mac, your OneDrive, or your iCloud. The choice is yours.

We never receive your files

Your documents do not pass through JRICKSS, and they are not uploaded to any server we own or control. We cannot see them, and we do not store them anywhere.

How the AI reads a document

To recognize what a document is and who it belongs to, FileIntell sends it to an AI provider (Anthropic's Claude API) using your own API key. The path is simple: your computer to Anthropic and back. It never routes through us.

  • You connect your own AI account, so the firm controls the relationship and the billing.
  • Anthropic does not use API documents to train its models unless you explicitly opt in.
  • API data is automatically deleted within 30 days on Anthropic's side.
  • For stricter needs, a zero data retention agreement is available from Anthropic, where nothing is stored at all.

Being straight with you

FileIntell is not fully offline

The AI reading step uses the cloud, so a document does leave the computer to be classified, then comes right back. We say this plainly because a careful firm should know it. What matters is that the document only goes to your own AI account, never to us, and you can choose a zero retention agreement if you want nothing kept.

Built-in protections

Encrypted key storage

Your AI key is stored encrypted on your computer using the operating system's secure storage, not in plain text.

Social Security numbers stay private

FileIntell only keeps and shows the last four digits of an SSN. The full number is never written down or displayed.

Optional PIN lock

You can require a PIN to open the app, so a shared or unattended computer stays protected.

Signed and notarized by Apple

The Mac app is code-signed with a verified Apple Developer ID and notarized by Apple, so your computer recognizes it as trusted software, not something unknown.

What we do not claim

We would rather be honest than oversell. FileIntell does not currently carry HIPAA or SOC 2 certification. If your firm handles matters that require those frameworks, the cleanest path is a zero retention agreement with your AI provider, and we are happy to walk you through it.

The short version for a busy attorney

"Your documents stay on your computer and get filed into your own folders. To read them, they go through your own AI account with your own key. I never see them. Anthropic does not train on them and deletes them within 30 days, and if you want, you can request an agreement where nothing is stored at all."

Last updated: June 2026. Questions about security? Email customerservice@jrickss.com and we will answer in plain language.