Start with a file. Almost everything a firm does begins with a document arriving: a tax form, a bank statement, a signed engagement letter, a scanned receipt. File Intelligence is what happens in the moment after that document lands.
What it does
When a document arrives, File Intelligence reads it, recognizes what it is, and names it by consistent rules, so the right work can pick it up. The document stops being a loose attachment and becomes a connected part of the job it belongs to.
That is the whole idea. Instead of a person opening each file, figuring out what it is, renaming it, and filing it somewhere, the document organizes itself the moment it shows up.
Why it matters
A firm does not lose time on any single document. It loses time on the thousand small decisions about where each one goes and what it means. Multiply that across a tax season and the cost is real.
When documents arrive already read, classified, and named, the people in your firm spend their attention on the work that needs judgment, not on the filing that does not. The work becomes visible: you can see what arrived, what it relates to, and what still needs a person.
What it is not
File Intelligence is not a filing cabinet you have to maintain, and it is not a place clients log in to drop things and disappear. It is the layer that turns an incoming document into connected, visible progress on real client work.
Start with a file. Run the firm.