Sortem for solicitors
File organisation for solicitors and law firms
Matter files grow quickly: drafts, signed versions, correspondence, evidence and court documents. Sortem helps you apply a consistent folder structure to each matter, with a full preview before anything moves and History and Undo afterwards.
Available for Windows 10 and Windows 11. macOS coming soon. Paid features require a subscription.
Why matter folders drift
Documents arrive by email, from clients and from the other side, and are saved wherever is quickest at the time. Over the life of a matter, folders fill with near-duplicate drafts and attachments with generic names.
A consistent structure makes files easier to review and hand over. Sortem lets you describe that structure once and apply it, while you stay in control of every change.
Typical files
- Drafts and signed agreements
- Client and third-party correspondence
- Evidence and exhibits
- Court and tribunal documents
- Attendance notes
- Invoices and fee estimates
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.
Bring order to an existing matter
Point Sortem at a matter folder and review the proposed structure before approving it.
Consistent naming
Apply a date-first naming pattern across a batch of drafts so the latest version is obvious.
You choose what Sortem can see
Sortem only works with folders you choose, and file contents aren't sent to AI unless you turn on content-aware renaming.
Example instructions
- “Organise these files by matter, with Correspondence, Drafts, Signed and Evidence subfolders.”
- “Put files with “signed” or “executed” in the name into the Signed folder.”
- “Rename drafts to start with the date in YYYY-MM-DD format.”
- “Leave anything I haven't described in an Unsorted folder.”
Example result
Matters/
2026-041 · Lease renewal/
Correspondence/
Drafts/
Signed/
Evidence/
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.