AI document filing for law firms. Every file lands in the right Clio matter.

You control that. By default Sortio uses our cloud (OpenAI) to classify: filenames and extracted entities are sent for matter matching, and file contents are sent only if you enable a content-based feature. To keep document text off Sortio's servers entirely, run a local model (Ollama) on your Mac or use your own API key (BYOK), which talks directly to your chosen provider. In those modes the only other network call is the final upload to Clio, which goes from your 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. One requirement: Sortio reads the scan's text layer, so scan as searchable PDF (the default on most office scanners) or run image-only scans through a free OCR tool like OCRmyPDF first. 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 your AI allowance.

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 are never metered by Sortio and do not count against your Sortio AI allowance.

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.

Yes. Sortio ships for macOS, Windows, and Linux, same product and same pricing on each. For mixed-OS firms, run Sortio on the machine 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 and never touch your AI allowance. 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, a monthly AI allowance sized for heavy use, auto-sort on file change, and BYOK. The Free tier includes a one-time AI trial allowance 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.