Sortem for consultants
File organisation for consultants
Working across several clients means proposals, research, workshop notes and deliverables pile up fast. Sortem helps you keep each client and project in a consistent structure, so you spend your time on the work rather than on filing it.
Available for Windows 10 and Windows 11. macOS coming soon. Paid features require a subscription.
Many clients, one Downloads folder
Consultants often receive briefs, data exports and slide decks from clients alongside their own drafts and invoices. They tend to collect in Downloads or on the desktop until there's time to sort them — which there rarely is.
Sortem lets you describe how you like client work organised and applies it to the whole folder, with a preview first.
Typical files
- Proposals and statements of work
- Research and data exports
- Workshop notes and slide decks
- Deliverables and final reports
- Invoices and expenses
- Contracts
How Sortem fits your workflow
Choose a folder, tell Sortem what you want, review the proposed changes and approve them. Supported actions can be reversed with Undo.
End-of-week clean-up
Run Sortem on your Downloads folder and file the week's documents into the right client folders.
Project hand-over
Tidy a project folder before sharing it, with consistent names for final deliverables.
Automatic filing
Use a Smart Folder so new client files are organised as they arrive.
Example instructions
- “Sort these files by client, then into Proposal, Research, Deliverables and Admin folders.”
- “Put invoices and contracts into Admin.”
- “Rename final reports to “Client_Project_Final_YYYY-MM”.”
Example result
Clients/
Northgate Housing/
01 Proposal/
02 Research/
03 Deliverables/
04 Admin/
Unsorted/See Sortem in action
Frequently asked questions
Related guides
- How to automatically sort files into folders
- How to rename lots of files at once
- The best folder structure for a small business
Learn more about the Sortem AI file sorter, see pricing or read how we handle your privacy.