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.
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.
Every notice, form, and receipt gets opened, identified, renamed by hand, and dragged into a folder. Multiply that across a whole caseload.
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.
The documents keep coming. The filing never catches up. The work that actually needs a lawyer waits.
Set it up once. After that, FileIntell watches your folder and handles every document that lands in it.
Choose the folder where documents land and connect your own AI key. It takes a couple of minutes.
Scans, downloads, email attachments. Drop them in the folder and keep working.
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.
A-number, SSN, receipt number, case number. The identifiers that are actually unique to a client.
Consistent, clean file names every time, in the format your firm already uses.
Your computer, your OneDrive, your iCloud, your network drive. The documents stay in your storage, organized your way.
If a match is not certain, the file goes to a review folder with a clear reason. You stay in control.
Only the last four digits of an SSN are ever stored or shown. Never the full number.
Every release adds polish and accuracy, and updates arrive automatically.
FileIntell was built for firms that handle sensitive client information every day. Here is the honest version of how it protects that information.
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.
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.
On the Lifetime and Monthly plans, yes. FileIntell uses your own Anthropic account and key to read documents, so your files go only to your own AI account and you control the AI usage on your own bill. With Managed and Managed Plus, FileIntell supplies the AI and you never touch a key.
Only the reading step uses the cloud. On Lifetime and Monthly it goes straight from your computer to your own AI account and back, and never touches a server we control. On Managed it passes through our secure relay to the AI and back, and the relay never stores it. Either way, your documents are never kept by us and we never look at them.
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.
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, and the Windows app is digitally signed through Microsoft. See the security page for the full detail.
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.
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.
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
FileIntell