AI document filing for law firms. Every file lands in the right Clio matter.
Sortio reads your files on your Mac, figures out which Clio matter each one belongs to, and uploads them, organized, renamed, and audit-logged. Built for solo attorneys and small firms. Nothing leaves your machine until you approve it.
How it works
Four steps from a folder of loose files to clean, matter-organized documents in Clio.
Drop a folder
Select any folder of loose documents (scanned PDFs, downloaded attachments, client emails). Sortio scans them on your Mac.
AI reads and classifies
Sortio's AI extracts names, dates, document types, and party references from each file. All processing happens locally, so nothing is uploaded anywhere.
Matched to your matters
Each file is matched to the right Clio matter using the entities Sortio extracted. You see a preview with confidence scores and can override any assignment before anything moves.
Uploaded to Clio
Approved files are uploaded directly from your Mac into the correct matter's document tree in Clio. Every upload is audit-logged with timestamp, source path, and confidence score.
The Filing Problem
Three patterns we hear from every firm we talk to.
200 scanned pages, one folder
A paralegal finishes scanning a stack of intake documents. They're all in one folder with names like scan_001.pdf through scan_047.pdf. Now they need to figure out which matter each one belongs to, rename it, and upload it to Clio. That's an hour of mind-numbing work.
The wrong matter
A document gets filed under the wrong matter. Nobody notices for three weeks. When it surfaces during discovery prep, the attorney has to reconstruct the timeline to figure out where it came from and whether anything else was misfiled.
The backlog grows
Every day adds more documents. The filing backlog grows because nobody has time for it. The longer it sits, the harder it gets, context fades, matters close, and unfiled documents become invisible.
Your documents never touch our servers
Sortio runs entirely on your Mac. When it reads a PDF to extract names and dates, that happens locally, the file content never leaves your machine. The only data that crosses the wire is the file itself when you approve an upload to Clio, and that goes directly from your Mac to Clio's servers. Not through ours.
For firms handling privileged communications, this isn't a feature, it's a requirement. There is no cloud processing step where client documents pass through a third-party server.
Clio-native uploads
Files are uploaded directly to Clio's document API. They appear in the matter's document tree exactly as if someone had uploaded them through the Clio web interface.
Audit trail
Every upload is logged locally and annotated in Clio with the source path, upload timestamp, and classification confidence score. If a document lands in the wrong matter, you can trace exactly what happened.
Built for Clio
Sortio integrates directly with Clio Manage via the official API. Connect your account in Settings, and your matter list is available for document matching within seconds. No data migration, no IT setup, no middleware.
Simple pricing
Most paralegals start with Pro. When your firm is ready to standardize, Team adds shared rules, admin controls, and centralized AI policy.
Subscriptions renew automatically until canceled. Pro Monthly is $14.99 per month ($179.88 per year); Pro Annual is $99 once per year. Cancel anytime in the app at Settings, Subscription or through the Stripe Customer Portal. See our Refund Policy and Terms.
Law firm FAQ
Questions we hear from solo attorneys and small firms evaluating Sortio for client matter filing, Clio integration, and ethics compliance.
Sortio reads each file on your Mac and extracts the client name, opposing party, matter type, dates, and any case or matter IDs it finds. It then matches those entities against your live Clio matter list pulled through the official Clio Manage API. You see a preview with a confidence score for every assignment, and only files you approve are uploaded to Clio's document tree.
No. The AI that reads each PDF runs locally on your Mac, either through a local model on your machine or through your own API key (BYOK) that talks directly to your chosen provider. File contents never pass through Sortio's servers. The only network call is the final upload to Clio, which goes Mac to Clio, so privilege and work product stay inside the same legal channel you already use.
Yes. Drop the folder into Sortio and the AI sort identifies the client and matter on each file independently, even when scan_001.pdf through scan_200.pdf are interleaved across ten different clients. The Rule Builder lets you tell Sortio things like "if a file mentions a client we already have in Clio, file it there; otherwise create a new client folder by last name." That matches how court-appointed and small-firm attorneys actually work.
Sortio surfaces low-confidence matches in the preview instead of guessing. When two matters collide (same client, two separate cases, or a name conflict like two Smiths), the file is held in a review queue with both candidate matters shown side by side. You pick the right one in two clicks, and Sortio remembers the disambiguation rule for next time through Spaces.
Sortio focuses on classification, naming, and filing rather than stamping. It will rename files into a consistent matter-prefixed pattern (for example Smith_v_State_2026-03-14_Motion-in-Limine.pdf) so they sort correctly in Clio and in your local discovery folder. For Bates stamps on the page itself, keep using your existing tool; Sortio runs cleanly alongside Adobe Acrobat and similar utilities.
Yes. The Rule Builder lets you write deterministic rules such as "any file with a county court header goes into the Court Filings subfolder of that matter, dated by the file name." Combine that with auto-sort on file change, and a newly downloaded order or motion drops into the correct matter the moment it lands in your downloads folder. Pro plans include unlimited automations that run instantly without using AI credits.
When Sortio scans an intake folder, it surfaces every party name it extracted in a single review screen, including opposing parties, witnesses, and referenced third parties. You can scan that list against Clio's contacts before any documents move. It does not replace your formal conflict-check process; it just makes the names visible early so you catch a conflict before you have filed anything.
No. Sortio does not modify the contents of your files. It reads them to classify and route, then uploads the originals to Clio exactly as they were. If you need redaction, do it in your PDF tool first, then let Sortio file the redacted version into the matter.
Every operation is logged locally with a timestamp, the original file path, the destination Clio matter and folder, the classification confidence score, and which user approved it. The same metadata is attached as a note on each Clio upload so you can trace any document back to its source from inside Clio. Team and Enterprise plans add centralized audit logs across the firm.
Yes. Sortio supports BYOK (bring your own key) for OpenAI, Anthropic, and other providers, so requests go from your Mac directly to the provider on your account, never through Sortio. You can also run a fully local model so no document text ever leaves the machine. BYOK and local runs do not consume Sortio AI credits.
Point Sortio at your existing client folder tree and turn on "Restrict to a folder list" in the sort options. The AI will only file documents into folders that already exist, or into a fallback bucket you choose for anything ambiguous. That preserves the naming convention your firm has used for years instead of inventing parallel folders.
Sortio ships for macOS today, and Mac is the platform we recommend for solo and small firms running Clio. A Windows build is on the roadmap. For mixed-OS firms, run Sortio on the Mac that holds your scanning workflow; uploads land in Clio so the rest of the firm sees the organized matter regardless of OS.
AI sort runs up to 5,000 files per pass on Pro and completes a typical 1,000 file intake folder in a few minutes on a modern Mac. For larger archives, the Rule Builder runs deterministic automations that process unlimited files instantly at no AI credit cost. A 30,000 file legacy folder is usually a rule job, not an AI job.
Pro is $14.99 per month or $99 per year and includes Clio matter matching, 5,000 AI credits, auto-sort on file change, and BYOK. The Free tier lets you sort up to 50 files at a time with 50 AI credits so you can run it against a real intake folder before paying. Team plans add shared rules and centralized AI policy for firms that want everyone on the same standard.
Request a Demo
Tell us about your firm and we'll show you Sortio working with your matters.
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