Sign in to your document portal

One folder per line — use \ for nesting (e.g. Financials\2026\01 January). Existing folders are left untouched.

Reads each document (index/OCR), then proposes moves for misfiled documents and renames to the INITIALS YYYY-MM subject convention. Moves are pre-checked; renames are un-checked so you opt in. Large folders are processed ~200 files per run — run it again for the next batch.

Files are combined in the order listed — drag to reorder.

⚠️ Ghostscript not installed — only light optimization is available. Ask Claude to install Ghostscript for full compression.

A new "(compressed)" copy is created next to the original — nothing is overwritten.

All statuses Active Cancelled My Plan ➕ New Company

Company	Plan	$/mo	Seats	Administrator	Email	Since	Status

When they activate the key on a fresh install, this administrator account is created automatically — a temporary password is generated on their screen (never sent by email). They can then add their own users.

Files AI Pro reads your documents where they already live. Point it at the folder below — it works the same for Dropbox, Google Drive, or a plain folder on this computer or your network.

Connect your authorize.net merchant account. New customers on the signup page get a $1 card verification (released immediately), a 7-day free trial, then automatic monthly billing. Find these three values in your Authorize.net account under Account → Settings → API Credentials & Keys (and Manage Public Client Key).

Your company's own user types — for example Board, Attorney, CPA, Staff, Maintenance. Admin always exists and cannot be changed. People keep their current type until you edit them.

To change your password (or email), confirm your current password first.

Your card goes directly to Authorize.net, the payment processor — it never touches this app's servers.

Upgrades take effect immediately — you pay a prorated difference for the rest of this month, then the new monthly price. Downgrades take effect at your next billing date.

Powered by Claude (Anthropic). Used only for the features below — everything else stays on this computer. Pages sent for reading are processed by Anthropic's API, which does not train on your data. Typical cost: 1–2¢ per handwritten page, a fraction of a cent per filing decision.

Create one at console.anthropic.com → API Keys (requires a billing card there). Stored only on this computer, never shown again.

Create one at myaccount.google.com/apppasswords (requires 2-Step Verification). It is stored only on this computer and used only to read your scans.

Comma-separated Gmail labels. INBOX = every incoming email (PDF attachments only). The scans label also accepts photo attachments. Only mail from the last 14 days is considered, and each email is ingested once even if it appears under several labels.

Folder inside the MCH cabinet — created automatically if it doesn't exist.