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Sortio Changelog

What is new in Sortio. Release notes for the desktop app and the marketing site.

Latest version: v8.51.3, released 2026-08-23. Download it here or see full release notes on GitHub.

v8.51.3

2026-08-23

The free trial now finishes your first sort

  • On the free trial, pointing Sortio at a very large folder used to spend the entire trial allowance planning and deliver nothing. Trial sorts now handle up to 400 files per run: pick "Sort the 400 most recent" and the sort completes, with the rest of the folder left untouched. Paid plans keep the 8,000-file ceiling, and local AI / bring-your-own-key sorting is unaffected.
  • The "that's a lot of files" screen now says what the trial limit is and what upgrading raises it to, instead of leaving the ceiling unexplained.

v8.51.2

2026-08-23

Rules Sortio writes now always run

  • Sortio generates automation rules in three places (the AI rule builder, Discover packs, and older saved rules), and each used slightly different spellings for fields, comparators and template variables. A mismatch failed silently: "0 matched", or every file failing at run time, with the rule looking fine in the editor. Every spelling Sortio has ever produced now resolves to one canonical form at run time, so rules already saved on your machine start working without a re-save.
  • Rename patterns that name a folder (like {entity.org}/{file.stem}) now move and rename instead of being rejected, and sorting by extension makes a visible "pdf" folder rather than a hidden ".pdf" one.

v8.51.1

2026-08-22

Automations that explain themselves, and Clio matching rebuilt

  • When an automation matches nothing, the dry run now says why: each condition shows how many files it matched and what the field actually held on the ones it rejected. "File type" is now labelled "Media type (MIME)", which is the field most people were reaching for when they meant the extension.
  • Several automation conditions quietly never matched and now do: "is one of" typed into the builder, "older than" and "newer than" (which take 30, 2w, 6m or 1y), and file sizes with units like 5MB. Comparators now fit the field, so dates offer before/after and extensions offer wildcards such as *.docx.
  • A rename pattern that left out the file name used to drop the file's extension. The original extension is kept automatically, {file.stem} gives the name without it, and characters Windows refuses (such as : and ?) are removed instead of failing the file.
  • The Enabled switch on the Automations page now saves, a turned-off automation says it is turned off instead of "nothing matched", and saving checks for a Move with no destination or a condition with no value before anything runs.
  • Imported community automations: "file_type: docx" now means the extension, and negated conditions are honored.
  • Matching files to Clio matters works properly now. Since the integration launched, the step that finds candidate matters demanded that a single matter contain every word of a filename, so it found nothing for almost every file and the rest of the matcher guessed from an unrelated list. On a test firm the right matter now reaches the shortlist 99.7% of the time; before, it was 0%.
  • Folder names count as evidence. A scan called Scan_0042.pdf filed under Clients/Smith v Jones/Discovery matches on the folder chain, and folders up to eight levels deep are included (deeper levels used to be dropped without a word).
  • With content analysis on, the document's own subject line is used, which is what tells two matters for the same client apart. Files with nothing to go on now show "pick a matter" instead of a low-confidence guess.
  • Document categories now actually reach Clio. They were being sent under the wrong field name and Clio had been quietly ignoring them.
  • Re-running a folder no longer reports files that are already in Clio as failures; they are left out of the preview and counted as already uploaded.
  • If the Clio sign-in finishes in the browser but this Mac never gets the token, the card says so and offers to finish connecting instead of showing Connected over an empty matter list. The region picker now offers only the United States, which is where the integration is available.
  • Bring-your-own-key users on gpt-5: sorts no longer fail with a temperature error.

v8.50.0

2026-08-22

Your plan is kept when the allowance runs out

  • If the monthly AI allowance runs out partway through a sort, Sortio now shows the plan it had already built instead of discarding it, so you can still review and apply what was finished.
  • Onboarding completion was being counted as closing the app in our own metrics. No change for you; it fixes a number we watch.

v8.49.1

2026-08-21

Sortio now installs on older Macs

  • The macOS requirement has dropped from Ventura (13) down to Big Sur (11). If your Mac refused to install Sortio because it asked for macOS 13 or later, download it again and it will open.
  • The requirement listed on our site had been wrong for some time, which is how people ended up downloading a build their Mac would not run. The download page now states the real requirement.

v8.49.0

2026-08-20

Quieter automations, no more stalled sorts

  • A watched folder that files a steady trickle of documents now shows one notification with a running total and a single Undo, instead of one notification per batch stacking up in the corner. Notifications also clear themselves, and a "Dismiss all" appears when several are open at once.
  • A sort no longer freezes if the machine sleeps partway through. The connection to the model is dropped by the sleep, and Sortio now notices instead of waiting on it forever. Restarting the same sort picks up from where it stopped.
  • Automations assigned to a Space run as one pipeline, so a rule that renames or moves a file hands the new location to the next rule rather than the old one.

v8.48.0

2026-08-19

The Windows installer is now code signed

  • Downloading Sortio on Windows no longer trips the SmartScreen "unrecognized app" warning, and Defender no longer quarantines the installer. It is signed through Azure Artifact Signing and published under Marcus Graves.
  • If you kept a copy Windows had flagged, delete it and download fresh.

v8.47.0

2026-08-18

Sorts no longer nest under a copy of the folder

  • Sorting a folder named Probate could file things into Probate/Probate/... instead of Probate/... . Sortio now recognizes the repeated folder name and removes it, and the preview shows the destination that will actually be used. Nothing was ever lost to this, and affected sorts can be reversed from History.
  • A session revoked on the server now prompts you to sign back in, rather than retrying quietly in the background while cloud features went missing.

v8.46.2

2026-08-18

A bad PDF can no longer take the app down

  • PDF page rendering for OCR runs in an isolated helper process, so a malformed file is skipped and logged instead of crashing Sortio during indexing.
  • Indexing now records each file as it is processed, so any future crash can be traced to the file that caused it.

v8.46.0

2026-08-17

Safer sorting and better recovery

  • Every file move claims its destination atomically, closing a rare race where a file written by another program at the same instant could be overwritten.
  • Sorts are journaled as they run, so an interrupted sort (crash, force quit, power loss) is still fully undoable from History at the next launch.
  • The AI planner rejects folder structures too coarse for the folder being sorted, for example 3 folders for 800 files, and falls back to the standard engine.
  • Automatic pre-sort backups now cover sorts up to 1 GB by default, up from 500 MB. Set the limit to 0 in Settings for unlimited.

v8.45.0

2026-08-16

Switch AI modes from the title bar

  • The title bar now shows which AI is actually running (Sortio Cloud, Offline Mode, or your own key) and is a one-click switcher: pick a mode and Sortio takes you to the right settings with your choice applied.
  • Local Model is now called Offline Mode across the app, matching this site and the docs.
  • The account button in the title bar shows your own account and opens Account settings.
  • Account deletion now uses a two-step email-confirmed flow, so a stray click can never erase your data.
  • Security hardening: sign-in callbacks are verified against a one-time code, and backup restore rejects files that try to escape the restore folder.

v8.44.1

2026-08-16

Content analysis is now opt-in

  • Sortio no longer reads file contents unless you turn content analysis on (Settings, General, or the Analyze button on the Sort page). It ships OFF for everyone.
  • Sorting by name, folder, and metadata works exactly as before with the setting off.
  • In-app descriptions of what leaves your device were rewritten for accuracy in all 7 languages.

v8.43.0

2026-08-15

Smarter document understanding

  • The indexing pipeline extracts entities from documents more accurately.
  • After a sort finishes, a digest summarizes what moved where.

v8.42.1

2026-08-14

Automations now cover subfolders

  • Automations scan subfolders of a watched Space instead of only the top level.
  • Fixed: extension rules written without a dot ("pdf" instead of ".pdf") never matched. Both forms now work.
  • The path-safety guard now checks the destination of every file in a run, not just the first.

v8.41.2

2026-08-12

OCR on Windows fixed

  • Fixed a Windows path-handling bug that made OCR fail on most systems. Scanned PDFs and images are now read correctly on Windows.
  • Files indexed before this fix need one re-index to pick up their text.

v8.41.0

2026-08-09

OCR language detection

  • OCR now detects each document’s language instead of assuming one, improving text extraction for scans in any of the languages Sortio supports.
  • Readability reporting is more honest about which files could not be read and why.

v8.40.0

2026-08-07

Sorting engine v2

  • Sorts now plan the folder structure first, then assign files to it, producing more consistent results on large folders.
  • Large sorts run up to 7x faster.

v8.39.0

2026-07-31

Search repairs itself

  • Fixed: the search index could become corrupted without any error, silently dropping files from results. Sortio now detects a damaged index and rebuilds it automatically.

v8.37.0

2026-07-26

Sorting streams results as they arrive

  • Fixed a connection issue that made desktop sorts fall back to a slower, all-at-once path. Plans now stream in as they are generated.

v8.34.0

2026-07-25

Undo reports the truth

  • Fixed: Undo could report success while restoring nothing if its backup data was missing. Undo now verifies each restored file and reports the real count.

v8.25.0

2026-06-19

French support and more reliable indexing

  • New: French (Français) interface language. Sortio is now available in 7 languages. Choose yours in Settings.
  • Fixed: a file could occasionally get stuck while indexing (most often with accented or non-Latin content). Indexing now skips a problem file instead of stalling the rest.
  • Indexing is more resilient: per-file timeouts, bounded large files, and progress that recovers on its own if a run stalls.

v8.21.0

2026-06-09

Get Sortio covered by your company

  • Using Sortio for work? A new prompt drafts a ready-to-send request to your manager for a Sortio Team license, or you can set up a team yourself.
  • Stability and polish improvements.

v8.20.0

2026-06-08

LM Studio support for local AI

  • Local Model now lets you choose an engine: Ollama or LM Studio. LM Studio runs open-weight models on your machine through an OpenAI-compatible local server.
  • Sortio auto-detects a running LM Studio server (default localhost:1234) and lists your loaded models; a Server URL field covers non-default ports.
  • Same privacy and cost story as Ollama: everything runs on your machine, nothing is sent to Sortio or any cloud, zero credits consumed, works fully offline.
  • Sorting, Spaces, and Automations all work with an LM Studio model. Setup guide at getsortio.com/docs/local-models.

v8.19.0

2026-06-08

Configurable backup size limit and backup fixes

  • The pre-sort safety backup cap (previously fixed at 500 MB) is now adjustable in Settings, with 0 for no limit. Undo works regardless of this setting.
  • Fixed: pre-sort backups now correctly include files in subfolders. Previously, sorting with "Include Subfolders" on could silently skip the backup.

v8.18.0

2026-06-06

Automations that run themselves, plus a redesigned Spaces page

  • A Space can now auto-run its automations whenever files are added to its folder, watched in the background, with one-click Undo on every run.
  • Three clear triggers: run automations manually, when you open a Space, or whenever files are added.
  • Spaces page redesigned with a focused command bar and organized tabs (Automations, Contents, Auto-tag).
  • Safety guard: Sortio now refuses to organize, watch, or move files out of system or root folders (like C:\Windows\System32, /System, or your home folder root).

v8.17.1

2026-06-05

Data-safety fixes for sorts and automations

  • Re-running a sort or automation no longer appends " (1)" to files that are already in the right place.
  • File moves and renames can never overwrite a different file that shares a name. Sortio keeps both files instead of replacing one.
  • Automation Rename actions now run reliably.
  • Removed the non-working Copy and Delete actions from the automation builder.

v8.17.0

2026-06-04

Sortio now speaks 6 languages

  • Choose your interface language in Settings: English, Chinese (Simplified and Traditional), Korean, German, or Spanish.
  • A separate content-language setting controls the language the AI uses for new folder names and sort feedback.
  • Rule pack import works end to end again, and imported rules show up in Automations.
  • Automation templates support fallback defaults like {file.exif.datetime|Other}, so files missing a field no longer stop the whole run.

v8.16.1

2026-06-02

Subscription display fix

  • Fixed a bug where your plan could show as "Free" after reopening the app following some time away, even with an active subscription. Sortio now refreshes your session automatically.
  • Added a quick one-tap "How did you find Sortio?" prompt after onboarding.

v8.16.0

2026-05-31

Content-aware sorting and a clearer preview

  • When your prompt needs what is inside your files, Sortio offers to analyze contents and sorts automatically once it is ready, with a clear "reading your files" indicator.
  • Redesigned sort preview shows files in a nested folder tree, so you can see the structure at a glance and skip individual files or whole folders.
  • If your own AI (BYOK or Ollama) errors, you get a guided recovery panel instead of a raw error.
  • Fixed a freeze when selecting certain folders, plus clearer plan-accurate cost display and post-sort suggestions to turn a sort into a reusable automation.

v8.15.2

2026-05-28

Consistent folders across large multi-batch sorts

  • Large sorts that fan out across multiple AI calls now reuse the folder choices made by earlier batches instead of inventing near-identical parallel folders.
  • Sorts of larger folders (around 500+ files) end up with fewer, more meaningful folders and flatter, more stable hierarchies.

v8.15.1

2026-05-28

Zotero integration

  • Sort PDFs into Zotero collections: Sortio extracts citation metadata (title, authors, date, DOI, journal), classifies each PDF into the right collection, and creates Zotero items with linked-file attachments.
  • Authenticate with a paste-the-key flow using a key from zotero.org/settings/keys; slash-style targets create properly nested subcollections.
  • Fixed per-file dates being dropped from sort prompts, which made date-organized sorts collapse into "Unknown_Date" buckets.

v8.15.0

2026-05-27

On-change automations

  • Rules assigned to a Space with the "On file change" trigger now run automatically when a file is added or modified in the watched folder.
  • Fixed the onboarding screen reappearing every time you opened the app.

v8.14.0

2026-05-26

OpenRouter support

  • Bring your own OpenRouter key to sort with Claude, GPT, Gemini, Llama, and more through a single account.
  • Local Model and Bring-Your-Own-Key sorts now run entirely on your chosen engine, so your files never pass through Sortio Cloud.
  • Fixed an upgrade prompt that could appear when a personal key hit its own provider's limit.

v8.13.2

2026-05-18

Billing and settings fixes

  • Manage Subscription now navigates correctly without reloading the entire app.
  • Fixed a server error when opening Manage Billing (Stripe customer portal).
  • Account is now the first tab when opening Settings.

v8.13.1

2026-05-17

Privacy controls in Settings

  • New Privacy panel in Settings: telemetry, analytics, and marketing email opt-in toggles, plus a data-export request flow.
  • Edit your profile name in Account Settings.
  • Subscription emails: an auto-renew acknowledgement on signup and a pre-renewal reminder for annual plans.

v8.13.0

2026-05-16

Delete account from Settings

  • Settings now has a Delete Account option. Typing your email confirms; deletion removes your account and associated data. Files on your computer are not affected.
  • Community automations on the Discover page are now a Pro feature; Pro users keep one-click import.

v8.12.1

2026-05-12

Hero copy refresh and watch-folder reliability fixes

  • Updated download links across the site to v8.12.1.
  • Watch folder reliability improvements on macOS Sonoma and Sequoia.
  • Hero subhead now reads "each file" instead of "each PDF" because Sortio handles any file type.

v8.12.0

2026-05-01

Vertical landing pages and FAQ rich snippets

  • Shipped five new vertical landing pages: law firms, real estate, small business back office, consultants, engineering, and personal archivists.
  • Baked vertical FAQPage JSON-LD into the static build so rich snippets appear for vertical queries.
  • Sitemap regenerated to include the new landing pages.

v8.11.0

2026-04-15

AI Rule Builder

  • New AI Rule Builder generates reusable sorting rules from a natural-language description.
  • Run a rule once and reuse it forever, without consuming AI credits per file.
  • Recommended for archives over 5,000 files. The rule runs locally and scales without AI calls.

v8.10.0

2026-03-20

Knowledge Graph indexing for Spaces

  • Sortio now extracts entities (people, organizations, dates, dollar amounts) from your files and indexes them per Space.
  • Use {entity.organization}, {entity.date}, and other tokens in automation rules.
  • Knowledge Graph indexing runs on your device.