Sortio for teams
Per client, per matter, per project filing at team scale. Shared rules, one admin console, $29 per seat per month.
Need SSO, SAML, or 25+ seats? Join the Enterprise list.
Type One Prompt. Watch the Files Sort Themselves.
This demo works like the app: pick a folder, type an instruction, preview the plan, then apply it. Revert anytime.
Files
AI Organization
File at team scale without migrating
Sortio is an intelligent filesystem agent for teams. It learns where each client, matter, or project lives in your existing folder structure and files new documents there automatically, using rules everyone on your team shares.
Why teams pick Sortio
Zero migration
Works with the folder structure you already have on Mac, network shares, or cloud drives. No new platform to roll out.
Shared rules
Build a sorting rule once. Every teammate files documents the same way, so the folder tree stays consistent.
One admin console
Manage seats, set LLM policy, and watch usage from a single dashboard. Priority support, 24 hour response.
Centralized Deployment & Administration
Deploy and manage Sortio across your entire organization with powerful administrative tools
Management Console
Centralized dashboard for deploying and monitoring organization rules across all users
Role-Based Permissions
Granular control over who can create, edit, and deploy organization rules
Audit Logging
Comprehensive logs of all actions for compliance purposes and troubleshooting
Directory Integration
Seamless integration with Active Directory/LDAP for user management
Cross-Platform Support
Deploy Sortio Business across all major platforms in your organization with a consistent experience
Windows
Full support for Windows 10/11 environments with Active Directory integration
macOS
Native macOS app with full Apple Silicon support for maximum performance
Linux
Enterprise Linux support for server environments and developer workstations
Web Access
Secure browser-based access for remote work and cross-platform compatibility
Enterprise Integration Capabilities
Connect Sortio with your existing enterprise systems and cloud storage solutions
Cloud Storage
Integrate with SharePoint, OneDrive, Google Drive, and more
API Access
Robust API for integration with other enterprise systems
MCP Server
Connect with other tools and integrations through our MCP server
Custom Integration Solutions
Our enterprise team can work with you to create custom integrations for your specific needs. Contact us to discuss your requirements.
Advanced Security
Enterprise-grade security features to protect your organization's most sensitive data
Enterprise-Grade Controls
Comprehensive security controls to protect your most sensitive data
Data Encryption
Encryption in transit (TLS 1.2+) and at rest on managed infrastructure
On-Premises Deployment
Keep your data within your organization's infrastructure with our on-premises deployment option. Ideal for highly regulated industries and organizations with strict data residency requirements.
Rule-Based Sorting System
The perfect balance of AI-powered automation and customizable control for your organization
Intelligent Organization
Sortio Business combines AI-powered sorting with advanced rule configuration options, giving you the perfect balance of automation and control.
Default LLM-Powered Sorting
Let AI handle the organization with smart, natural language sorting capabilities
Advanced Rule Configuration
Create precise sorting rules with our AI-First Modular Components
AI-First Modular Components
Create reusable rule components that can be shared across your organization
LLM-Powered
Components powered by AI with usage caps
Generated Regex
AI-generated regex for complex pattern matching
Testable & Validatable
Test components before deployment
Deterministic Rules Engine
For workflows requiring precise, repeatable results, create rules with exact conditions that produce identical outputs every time—no AI interpretation involved.
Precise Conditions
Build rules with exact matching: contains, starts with, regex patterns, file size ranges, date comparisons, and more.
Boolean Logic
Combine conditions with AND, OR, and NOT operators. Nest condition groups for complex matching scenarios.
Priority Ordering
Rules run in sequence
Dry-Run Preview
Test before applying
Multiple Actions
Move, rename, tag & more
AI Integration
Run before or after AI
Built for your workflow
Whether you're a two person practice or a 50 seat team, Sortio adapts to how your industry already files documents.
Law Firms
Streamline case file organization and ensure client-matter centric document management with enhanced eDiscovery capabilities.
Learn MoreFinance
Organize financial documents with precision while maintaining robust security and regulatory compliance.
Learn MoreMarketing
Keep creative assets organized and easily retrievable to accelerate campaign development and asset reuse.
Learn MoreIT
Manage technical documentation, code repositories, and project files with intelligent categorization.
Learn MoreR&D
Organize research data, literature, and experiments to improve collaboration and knowledge retrieval.
Learn MoreFits into your existing setup
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.
Sort folders synced from
If the folder shows up in File Explorer or Finder, Sortio can sort it. No integration setup required, on Windows or Mac.
Native integrations
Clio
API integrationUpload 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.
Business Pricing
Two plans for teams and enterprises. No minimum seat requirements — start with any number of seats.
*Prices in USD. Just need a single seat? See individual pricing. For volume discounts, contact marcus@getsortio.com.
Team
Shared workflows for your team
- Double the Pro AI allowance per seat, pooled across your team
- Add seats to grow your shared allowance
- Shared automations & rules
- Admin console & seat management
- Centralized LLM policy
- Clio + integrations
- Knowledge Graph indexing
- Watch folders & on-change automations
- Priority support (24h response)
Enterprise
Advanced security & compliance
- Everything in Team
- Volume licensing (25+ seats)
- Audit logs
- Audit logs & compliance reporting
- SSO or dedicated deployment: ask us
- Priority support
Ready to talk?
Get a tailored demo, walk through deployment options, and lock in seat pricing for your team.
Contact SalesTeam and Enterprise subscriptions renew automatically until canceled. Cancellation and refund terms are described in our Refund Policy and Terms.
How We Compare
See how Sortio Business stands out against traditional document management solutions
| Feature | | Cloud Storage | Traditional DMS | Search Tools |
|---|---|---|---|---|
Works with existing files No migration required | ||||
AI-powered organization Smart sorting & categorization | ||||
Natural language interface Find and organize with plain language | ||||
Implementation cost Time and resources required | Low | Medium | High | Medium |
Actionable insights Data-driven decision making |
25+ seats, SSO, or on-prem?
Team Pro at $29 per seat is shipping today and ready to deploy. Need SSO, a dedicated deployment, or volume pricing for a larger rollout? Leave your details and we'll set up a call to scope it.
Buying for a small team? Skip this form and grab Team Pro instead.