Per-client folders. Per-project subfolders. Enforced automatically.

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 mentioning the holding company into a folder called Holdings' and another like 'file anything labeled with a project code into that project's folder.' Sortio applies the rules deterministically on your machine, so multi-business attribution stops being a year-end fire drill.

Yes. Sortio reads grant narratives, questionnaires, entity extracts, and RFP drafts to extract the funder, agency, or sponsor name plus the program code. A narrative for one funder lands in its own client/project subfolder; an application for a different funder 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, so Sortio quietly cleans up Downloads 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. Sortio reads files on your machine, so client files and your kids' permission slips can share a Mac. If you want client content to stay on device, run Offline mode (Ollama) or BYOK; by default Sortio uses our cloud to plan the sort and sends filenames and paths, with file contents sent only if you enable a content-based feature.

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.

Sortio reads your files on your Mac or PC. When it opens a grant narrative or a draft contract to extract the client name and project code, that read happens locally. If you need file content to stay on device, run Offline mode with a local LLM (Ollama), where nothing leaves your machine, or use Bring Your Own Key, where requests go from your machine directly to your own provider account. By default Sortio uses our cloud (OpenAI) to plan the sort and sends filenames and folder paths; file contents are sent only if you enable a content-based feature. That flexibility is what helps you keep confidential drafts on your machine for compliance work, grant applications, and engagements under NDA. All traffic is encrypted in transit (TLS 1.2+) and at rest.

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 a monthly AI allowance sized for heavy use, unlimited rule-based automations, Watch Folders, and a commercial license. There is also a free tier with a one-time AI trial allowance and rule-based sorting (up to 5 rules) 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.