Everyone files their own way
One puts the date first, another the customer's name, another leaves whatever name the file came with. None of them is wrong, and that's exactly why nobody can find anyone else's.
Automatic Classification and Filing
Nobody can find anything. And everyone accepts it as normal.
The contract is in someone's email, the quote in a Drive, the floor plan in a WhatsApp chat. This reads every document that comes in, understands what it is and whose it is, and files it where it belongs. With the right name.
✓Nobody on your team changes how they work
✓Up and running in 10 business days
✓It's the most affordable document service in the catalog
What's in your folder today
Not making anything up
scan_0034.pdf
Final document v3 FINAL definitive.pdf
IMG-20260814-WA0021.jpg
contract (copy) (1).pdf
After: “2026-08-14 · Contract · M Construction · Costa del Este Project.pdf”, filed in the customer's folder and linked to their record.
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The pain
Finding a document takes twenty minutes and nobody thinks it's strange.
It's become part of the job. But it's pure lost time, every day, across the whole company.
The document lives in an email
It never made it to the shared folder. It's in someone's inbox, and if that person is on vacation or no longer works here, that contract is gone.
People work on the old version
Someone sends a quote with last year's prices because that's the file they found first. The mistake doesn't show until the customer accepts it and you have to honor it.
And there's a moment when it really hurts: when an audit, a legal claim or a customer asking for the signed contract comes along. That's when half a department grinds to a halt searching.
What it is
A file clerk who reads every document and stores it where it belongs.
It reads what comes in, understands what type of document it is and who it belongs to, gives it a consistent name and files it in its place. Every day, without anyone asking.
It's not a new folder you have to learn
Your people keep sending and receiving just like today. The filing happens underneath. The only thing that changes is that now things actually are where they should be.
It's not the same as Document Extraction
This one organizes: it classifies, names and files. The other one records: it pulls the RUC, the amount and the ITBMS and creates the entry in the system. If what hurts is accounting, you want the other one and it costs more. If what hurts is not finding anything, it's this one.
It doesn't decide on its own what it doesn't know
If a document doesn't fit any category, it leaves it in a separate tray for someone to look at. We'd rather have a short pending tray than a misfiled document nobody will ever find again.
How it works
What happens from the moment the file arrives.
1. Detects it wherever it landsAn email, a shared folder, WhatsApp or a scan. It watches the places you point it to.
2. Reads the contentNot the file name, which almost always lies. It opens the document and reads what it says inside.
3. Decides what it isContract, quote, invoice, floor plan, certificate, minutes. You define the categories.
4. Identifies whose it isCustomer, vendor, project or employee. And links it to that record in your system.
5. Names it consistentlyWith the rule we define with you, always the same. No more “v3 FINAL definitive.”
6. Files it and notifiesIt goes into its folder and, if applicable, notifies whoever needed to know it arrived.
How much it saves you
The math, for a team of ten people.
Estimates for sizing, not a promise. In the assessment we calculate them for your case.
Spread across the whole company, in ten-minute chunks nobody tracks. Added up, they're half a week of work.
Nobody renames or moves files again. And more importantly: nobody forgets to do it again.
The $990 is recovered through the time freed up. But the real value shows up the day you urgently need a document and it's right there.
We're being honest: this service doesn't have a spectacular ROI on the spreadsheet. Its value is that company information stops getting lost. If you're looking for a measurable return in money, start with Document Extraction or the Collections Agent.
How we do it
Ten business days, explained without mystery.
The hard part isn't classifying. It's agreeing on the filing rule, because every department thinks theirs is the right one.
1
We agree on a single rule
What categories exist, how each document is named and what structure it lives in. This meeting is what actually solves the problem; the rest is setting it up.
2
We train it with your documents
With real examples of each category, taken from what you already have. That's how it learns to tell your contract from your quote, which at your company may look more alike than usual.
3
It starts with new documents only
First it classifies what comes in, so it doesn't touch your history while it's being fine-tuned. Once you trust it, we process the old archive. Never the other way around.
When you need it
If any of these happens to you, it'll help.
You handle a lot of paper per clientLaw firms, construction companies, insurers, accounting, logistics.
Everyone files differentlyAnd nobody can find what the other person saved.
Documents that live in emailAnd disappear when that person leaves the company.
You get audited or get claims oftenAnd every time you have to go hunting for the supporting documents against the clock.
Price
$990 to get started. Then $199 a month.
That's it. No options to choose and no fine print: setup is paid once and the monthly fee starts when it begins classifying.
Automatic Classification and Filing
One service, two payments.
$990 today, one time only
$199 a month, once it goes live
Full first year: $3,378 · from the second year on: $2,388 a year
- ✓Today's payment covers: the meeting where the single filing rule is agreed, training with your real documents, connection to the channels documents arrive through and linking to the records in your system
- ✓The monthly fee covers: 1,000 documents a month classified, named and filed, a pending tray for anything doubtful and adjustments when a new document type shows up
- ✓Documents above 1,000: $0.15 each
- ✓30-day guarantee and no lock-in: cancel with 30 days' notice
Processing your historical archive is quoted separately, based on how many documents there are. We tell you now, not after we've charged you.
Frequently asked questions
What people ask before deciding.
Do my people have to change how they work?
No, and that's the point. They keep sending and receiving just like today. If we asked them to change habits, in two weeks they'd be saving things where they always did. That's why the system adapts to them.
What if it misclassifies a document?
It's fixed in one click and it learns from that correction. And when it's not sure, it doesn't guess: it leaves it in the pending tray. A misfiled document is a lost document, so we'd rather it ask.
Does it work with Google Drive, SharePoint or a network folder?
With all three. We verify it in the assessment based on what you use today, before charging you anything.
How is it different from Document Extraction?
This one sorts and files; the other pulls out the data and records it in accounting. You can have both, but if you're only going for one: does it hurt that you can't find anything? This one. Does the accounting close hurt? The other one.
What about my old archive?
It can be processed, and it's quoted separately based on volume. Our recommendation is to start with new documents only: that way you confirm it classifies well before letting it touch twenty years of documents.
15-minute call
Show us your shared folder. We won't be shocked.
One hour of consulting. We look at how you file today, how much time goes into searching and what categories your operation needs. If your volume doesn't justify it, we tell you and we don't sell you anything.
✓No commitment, no contract involved
✓We give you the filing rule in writing, whether you use it with us or not
✓We reply the same business day
Request Classification and Filing
$990 today and $199 a month once it goes live. Classifying in 10 business days.
Order now
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