A file cabinet that reads every page you put in it.
Every uploaded document is scanned, OCR’d, classified, and matched to the right client — so what’s inside your files is as searchable as the files themselves.
It reads everything you file
Every uploaded PDF and image is read automatically (OCR) — scanned paperwork becomes text you can search.
OCR on everything
Every uploaded PDF and image is queued for OCR automatically — scanned paperwork becomes searchable text.
Document intelligence with review
Extracted text is classified (returned mail, for example), parsed for addresses and reasons, and matched to client records — gated behind an approval workflow so nothing changes without review.
KPIs that are filters
Files found, Needs review, Analyzing, and Linked records tiles double as one-click filters over the library.
One-click client linking
Match suggestions, link/unlink, review feedback, and per-file reprocessing keep the library tied to your book of business.
Audio with transcripts
Call audio lives alongside its transcription lifecycle — status, transcript text, and timestamps per file.
Safe by design
Virus scanning on every file, inline previews and thumbnails, soft delete with restore, and dual-target object storage with a backup read path.
Files is included on every plan — not an add-on.
From Starter up, Files works around the same client record as everything else. See how it fits into your agency's day — on your own book of business, not a canned demo.