Automated document intake and filing for small law firms and RIAs. Classify, rename, and route client files without opening each one.
Matches each file to your firm's own client list and document types. It never invents a client.
Renames to a standardized, searchable name and routes it automatically. Every move is logged.
Anything low-confidence is set aside for a human. Duplicates are caught by content, not filename.
People say document filing is something you can automate away. After building DocFiler, I found the filing was not the hard part. Document tracking at a small firm carries a lot of compliance requirements that are very difficult to get around, so the audit below starts as a dry run on a sample of your files, before anything is touched.
A no-obligation dry run against a sample of your files, showing exactly what it would rename and where, before anything is touched.
AI is a big part of how I build, and you are welcome to use it too. What you get from working with me is a system built around your firm: your own client list, your document types and your compliance needs, proven on a dry run of your files first, and run with every move logged so you can see what happened and why.
You send a sample of your files. I run DocFiler against them and show you exactly what it would rename and where. Nothing is touched, so you see the result before you decide anything.
You review the dry-run report and approve it. Files move only after that, and anything the system is unsure about is set aside for a person.
A sample of your files, your client list and a sense of the document types you handle. That is enough to start. Once you request the audit, I reply with how to send them.