Reads each file's contents, names it like YYYYMMDD - Vendor - $Amount or LastName, FirstName, and routes it to the right client, matter, or property folder. Creates the folder if it's missing.
See how Sortio transforms chaos into order with a simple prompt
Lawyers, realtors, bookkeepers, consultants, project managers, and home archivists already trust Sortio with their pro and personal files.
Per client, per matter, per county filing across a backlog of intake docs and exhibits.
"Rename from content and route each doc to the right client matter folder, create a new folder if the client is unknown."
Hundreds of MLS photos, drone shots, and transaction docs per property, all due yesterday.
"Sort these 460 files into folders by property address (e.g. 1127 S Cornell Terrace) and split photos, drone, and transaction docs."
Payroll runs, vendor invoices, and multi-year archives piling up on a shared OneDrive.
"Group by vendor and year, separate payroll from invoices, and keep the existing client subfolders intact."
Multi-client deliverables, or multiple businesses, sharing one inbox and one Downloads folder.
"Route each file to the right client (or business entity) based on the content, and rename grant deliverables by program name."
CAD drawings, change requests, BOQs, and meeting minutes scattered across project phases.
"Organize by project phase and drawing discipline, separate CAD revisions, BOQs, and MOMs into their own folders."
Decades of family docs, tax returns, and photo libraries waiting to be filed properly.
"Sort family photos by year and event, and route tax and house-build documents into the right yearly folders."
How real Sortio Pro customers describe their workflows. Roles only, paraphrased with permission pending.
"I run per-client filing for a court-appointed practice. Sortio reads each document, drops it into the right client folder, and creates a new one when the client is new. The county tag at the end of the filename is the part I did not know I needed."
Solo criminal defense attorney
Sortio Pro customer
"Three years of payroll PDFs and vendor invoices sat on our shared OneDrive in folders with typos and near-duplicates. I pointed Sortio at a 3,748 file batch and it canonicalized the folder names and routed everything by vendor and date. That was a quarter of bookkeeping work in an afternoon."
Bookkeeper at a construction and trucking SMB
Sortio Pro customer
"Our archive is a 7,000 file telecom project with bilingual filenames in Arabic and English. Sortio is the only tool that read the content and grouped drawings, change requests, and meeting minutes the way an engineer would. Saved weeks on a handover."
Engineering project manager
Sortio Pro customer
"Every listing generates 200 plus photos and a stack of transaction docs. I tell Sortio the property address and it files everything under that address, splits photos from contracts, and renames the scanned disclosures so I can actually search them."
Residential real estate agent
Sortio Pro customer
"I write CDFI grant applications for credit unions. Each filing has hundreds of supporting docs across multiple credit unions. Sortio routes them into the right institution folder and renames each file with YYYYMMDD and the source so my audit trail is clean."
Grants consultant for credit unions
Sortio Pro customer
"Decades of board packets, operations records, and scanned correspondence for a special district. 142 sorts in, Sortio has filed material I had no realistic plan for. The recursive scan and the rename to readable filenames did most of the work."
Operations manager at a public utility district
Sortio Pro customer
"I run a Dropbox archive folder named zu archivieren. Sortio watches it, extracts entities, and renames every scanned PDF as Datum then Absender then Betreff. Nearly 3,000 documents indexed without me touching them."
SMB owner archiving a multi-year document folder
Sortio Pro customer
"I had wedding photos sprawled across four folders the photographer dropped, with duplicates everywhere. Sortio deduped the near-identical shots, separated HEIC and MOV from JPG, and gave me one clean gallery I can actually share with family."
Homeowner consolidating wedding and family galleries
Sortio Pro customer
"I run a few businesses out of one machine. A Rule Builder rule moves anything mentioning the holding company into its own folder, and the gelato retail invoices route separately. Filing is finally not my job anymore."
Multi-venture founder
Sortio Pro customer
"I run per-client filing for a court-appointed practice. Sortio reads each document, drops it into the right client folder, and creates a new one when the client is new. The county tag at the end of the filename is the part I did not know I needed."
Solo criminal defense attorney
Sortio Pro customer
"Three years of payroll PDFs and vendor invoices sat on our shared OneDrive in folders with typos and near-duplicates. I pointed Sortio at a 3,748 file batch and it canonicalized the folder names and routed everything by vendor and date. That was a quarter of bookkeeping work in an afternoon."
Bookkeeper at a construction and trucking SMB
Sortio Pro customer
"Our archive is a 7,000 file telecom project with bilingual filenames in Arabic and English. Sortio is the only tool that read the content and grouped drawings, change requests, and meeting minutes the way an engineer would. Saved weeks on a handover."
Engineering project manager
Sortio Pro customer
"Every listing generates 200 plus photos and a stack of transaction docs. I tell Sortio the property address and it files everything under that address, splits photos from contracts, and renames the scanned disclosures so I can actually search them."
Residential real estate agent
Sortio Pro customer
"I write CDFI grant applications for credit unions. Each filing has hundreds of supporting docs across multiple credit unions. Sortio routes them into the right institution folder and renames each file with YYYYMMDD and the source so my audit trail is clean."
Grants consultant for credit unions
Sortio Pro customer
"Decades of board packets, operations records, and scanned correspondence for a special district. 142 sorts in, Sortio has filed material I had no realistic plan for. The recursive scan and the rename to readable filenames did most of the work."
Operations manager at a public utility district
Sortio Pro customer
"I run a Dropbox archive folder named zu archivieren. Sortio watches it, extracts entities, and renames every scanned PDF as Datum then Absender then Betreff. Nearly 3,000 documents indexed without me touching them."
SMB owner archiving a multi-year document folder
Sortio Pro customer
"I had wedding photos sprawled across four folders the photographer dropped, with duplicates everywhere. Sortio deduped the near-identical shots, separated HEIC and MOV from JPG, and gave me one clean gallery I can actually share with family."
Homeowner consolidating wedding and family galleries
Sortio Pro customer
"I run a few businesses out of one machine. A Rule Builder rule moves anything mentioning the holding company into its own folder, and the gelato retail invoices route separately. Filing is finally not my job anymore."
Multi-venture founder
Sortio Pro customer
From organizing family photos to managing client projects
Sortio works directly with the folders you already have. Whether your files live on your desktop or are synced from the cloud, organizing them is one prompt away.
If the folder shows up in File Explorer or Finder, Sortio can sort it. No integration setup required, on Windows or Mac.
Upload sorted documents straight to the right matter. Two-stage matter matching with confidence scoring.
Tell us what you use. The integrations we build next come from what paying customers ask for.
Product names are trademarks of their respective owners. Listing here indicates compatibility only and does not imply endorsement or affiliation.
Sortio is designed for legal, financial, healthcare-adjacent, and grant-administration work where client documents and regulated data cannot leave your control.
File indexing, content reads, and rule-based sorting all run on your Mac. The only time content leaves your device is when you explicitly enable a cloud AI provider, and you decide which one.
Files are indexed and analyzed on your Mac. Sortio reads from disk, builds its plan locally, and never uploads file contents unless you opt into a cloud provider. Learn more
Use Ollama for fully local AI, or plug in your own OpenAI, Anthropic, or other API-compatible key. When you BYOK, file content flows to your provider under your account, not ours. Learn more
If you opt into Sortio's hosted AI, content is purged on a 30-day rolling basis. We keep aggregated usage stats so we can bill and improve the product, never your documents. Learn more
Every file move, rename, and rule application is logged locally with a timestamp and source/destination path. Export the journal for compliance reviews, discovery, or your own records. Learn more
Sortio is built for professionals handling client documents, financial records, and regulated data. Local AI keeps sensitive content on your machine; cloud AI is opt-in and auditable. If your workflow touches privileged, PHI-adjacent, or grant-administration files, configure Sortio for local-only mode and your data never crosses your network boundary.
Powerful tools that help you organize your digital life with ease and precision
Describe how you want files sorted in plain English, and Sortio builds the rules for you. Once a rule is set, it keeps working on every new file, no technical knowledge required.
Set a folder once. Sortio routes every new file to the right place automatically, by client, project, or category, so your workspace stays organized without you thinking about it.
Sortio opens your files and extracts the important details: people, companies, dates, dollar amounts, document types. Every file you add makes your library smarter.
Stop guessing filenames. Type 'tax return 2024' or 'invoice from Acme Corp' and find it instantly, even if the file is named IMG_4032.pdf.
Our AI-powered system organizes your files according to your instructions. Sort by file name, metadata or content with a simple toggle, and watch the magic happen.
See every person, company, and dollar amount across all your documents at a glance. Perfect for tax prep, compliance checks, or just knowing where things are.
Browse and import community-created rulepacks tailored for your profession. Lawyers, students, designers, and more can get started instantly with pre-built sorting solutions.
Automatically rename files based on content, context, or pattern with our AI-powered renaming tool. Toggle this feature on or off to maintain complete control.
Receive intelligent recommendations for file organization based on your past sorting patterns and content analysis.
Track every file movement with detailed logs showing what happened to each file, when it moved, and where it went. All logs are stored securely.
Enable offline mode to ensure your data never leaves your device, providing complete privacy and control over your file organization.
Sortio is shaped by our users. Your feedback directly influences our roadmap, ensuring the features you need the most get prioritized.
Locate files with natural language prompts instead of exact filenames or paths.
Connect with popular cloud storage services including Google Drive, Dropbox, Box, and OneDrive to sort and organize files stored in the cloud.
Sort and find files based on their content rather than just metadata.
Intelligently tag files with metadata and attributes to enhance searchability and organization. Uses AI to extract relevant information from file contents.
Resources to help users get the most out of Sortio, including website guides and YouTube tutorials.
Become part of our growing community of organization enthusiasts. Share ideas, vote on features, and help shape the future of Sortio.
Vote on FeaturesStart free, upgrade when you need more. Plans for individuals, teams, and enterprises.
For power users who need more
Compatible with macOS 11.0+, Windows 10/11, and Linux
*Prices may vary by location. All plans include end-to-end encryption and local-first processing.
Everything you need to know about Sortio. Can't find the answer you're looking for?Contact our team
Our support team is just a click away
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A practical guide to building a scalable file organization system for your small business with department-based folder structures and automation.
A practical guide to tackling massive file collections with batch processing strategies, phased approaches, and AI-powered tools.
Keep tax-related documents organized year-round for stress-free filing.
An honest comparison of Sortio, Sparkle, and Hazel to help you pick the right file organizer for your workflow, budget, and platform.
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