Per-client folders. Per-project subfolders. Enforced automatically.
Sortio reads deliverables, grant narratives, and contract drafts on your Mac or PC and routes each file to the right client and project. Run multiple businesses? The Rule Builder routes incoming Downloads to the right entity. Nothing leaves your machine until you approve.
How it works
Four steps from a blended Downloads folder to clean, per-client, per-project deliverables.
Drop your work folder
Point Sortio at your Downloads, Desktop, or shared Dropbox where deliverables, contracts, and grant narratives accumulate. Sortio scans them on your machine.
AI reads each file
Sortio's AI extracts client names, project codes, document types, and dates from each file. PDFs, Word docs, and PowerPoint decks are all parsed locally. Nothing is uploaded.
Per-client, per-project routing
Each file lands in the right client folder and project subfolder. A CDFI grant narrative for Credit Union A never ends up in Credit Union B. Naming conventions get enforced automatically: dates in front, project code in the middle, version at the end.
Rule Builder for multi-business
Running three companies out of one Downloads folder? The Rule Builder routes by entity (AML compliance, gelato retail, holding co) using filename patterns, file content, or source. Rules run locally and can be tuned without touching the cloud.
The Filing Problem
Three patterns we hear from solo consultants and multi-venture founders.
Client A doc, Client B folder
You're three weeks into a grant cycle and a draft narrative for Credit Union A lands in Credit Union B's folder because both files were named 'final_v3.docx'. You catch it before you send it. Probably. You hope.
Blended personal and client Downloads
Tax docs for your holding co, a contract for a consulting engagement, the gelato shop's lease renewal, and the kids' school PDFs are all in the same Downloads folder. Filing them takes longer than reading them.
Multi-business attribution
When you run three businesses, the same email account, the same Dropbox, and the same Mac handle all three. At year-end the accountant asks which expenses belong to which entity. The honest answer is 'I'll need a week to figure that out.'
Your client work never touches our servers
Sortio runs entirely on your Mac or PC. When it reads a grant narrative or a draft contract to extract the client name and project code, that happens locally. The file content never leaves your machine. Your Dropbox stays your Dropbox.
For consultants under NDA and founders handling compliance work, that matters. There is no cloud processing step where a client's confidential draft passes through a third-party server.
Works with your cloud sync
Sortio works on Dropbox, OneDrive, iCloud Drive, Google Drive, and any folder that syncs locally. No accounts to connect, no API keys to manage. Point it at the folders you already use.
Audit trail
Every move is logged locally with the source path, destination, and the AI's confidence score. If a deliverable lands under the wrong client, you can trace exactly what happened and undo it in one click.
Simple pricing
Most solo consultants start with Pro. When a partner or assistant joins, Team adds shared rules and admin controls per seat.
Consultant & Multi-Venture FAQ
Per-client routing, multi-business attribution, grant deliverables, Rule Builder, and local-first privacy, answered for solo consultants and multi-venture founders.
Sortio reads each deliverable's content and metadata locally, then routes it to the right per-client folder and project subfolder. If a folder already exists for that client, the file lands there. If it does not, Sortio can create a new client folder using your naming convention. You stay in control: every move is previewed and reversible.
Use the Rule Builder. Write a plain-English rule like 'move any files with RU or Red Umbrella into a folder called RU Pty Ltd' and another like 'file anything with the label Visibl into a folder called Visibl AML Compliance Project.' Sortio applies the rules deterministically on your machine, so multi-business attribution stops being a year-end fire drill.
Yes. Sortio reads grant narratives, Financial Trends Questionnaires, entity extracts, and RFP drafts to extract the credit union, agency, or sponsor name plus the program code. A Pathways to Prosperity narrative for Afena FCU lands in its own client/project subfolder; a CDFI FA application for Valley Strong goes somewhere else. Naming conventions can be enforced so dates, project codes, and version tags stay consistent.
Pro plans include Watch Folders, which monitor your Downloads, Desktop, or any folder you choose and apply your AI sort and Rule Builder rules to new files as they arrive. Combined with scheduled runs, you can let Sortio quietly clean up Downloads every hour while you focus on client work.
Sortio respects the blend. You can configure rules that route client work to your Dropbox client folders while personal items (tax docs, school PDFs, receipts) go to personal folders. Because Sortio runs locally, your client files and your kids' permission slips can share a Mac without your client work ever leaving the device.
Yes. Turn on 'Restrict to a folder list' in the Options panel and point Sortio at your existing client folder structure on disk. Sortio will only use those folders, with a fallback you choose for anything that does not clearly fit. This is ideal if you have a long-standing client folder taxonomy you want preserved exactly.
Sortio organizes the files that surround those tools rather than connecting to them directly. Exports, invoices, receipts, and reports that you download from QuickBooks or Xero get routed into the right client or entity folder. Notion exports can be filed by workspace or project. The work happens on your local filesystem, where the source of truth often lives anyway.
Sortio is not a time tracker, but the audit log records when each deliverable was filed under which client. Many consultants pair that with their billing tool to reconcile work-in-progress against billable hours. Knowing exactly when a draft narrative landed under Credit Union A is often the missing piece for accurate invoicing.
Sortio works on any folder that syncs or mounts locally, including Dropbox, OneDrive, iCloud Drive, Google Drive sync, and external drives. Point it at the messy archive, and it can read across PDFs, Word docs, and slide decks to rebuild per-client structure. For very large archives, the AI Rule Builder is faster than full AI sort and runs entirely on your machine.
You can build rules that flag, archive, or move files older than a given date into a retention folder per client. Combined with the audit log, this gives solo consultants a lightweight retention workflow without buying a separate document management system. You still control the final move, so nothing is deleted without your approval.
Yes. Sortio's AI runs on your Mac or PC. When it reads a grant narrative or a draft contract to extract the client name and project code, that processing happens locally. The file content does not pass through a third-party server, which matters for AML compliance work, CDFI applications, and any engagement under NDA.
AI sort uses the model to read each file and decide where it belongs, which is ideal for messy inboxes and one-off cleanups under a few thousand files. The Rule Builder lets you write plain-English rules that run deterministically and instantly on any number of files, which is the right tool for ongoing Downloads triage and large archives. Most consultants use both: AI sort for the initial cleanup, Rule Builder for everything that follows.
Sortio Pro is $14.99 per month or $99 per year. That includes 5,000 AI sorting credits per month, unlimited rule-based automations, Watch Folders, scheduled runs, and a commercial license. There is also a free tier with 50 AI credits and limited rule-based sorting so you can try the workflow on a sample client folder before upgrading.
Yes. Your Sortio purchase covers multiple devices on the same operating system, so a freelancer with a MacBook and an iMac is covered by one Mac license. A Windows license covers multiple Windows machines. Mac and Windows are separate licenses.
Request a Demo
Tell us about your practice and we'll show you Sortio filing a real client engagement.