Session notes, program materials, and contracts automatically organized by client using AI. Never scramble to remember what you covered last time.
No credit card required · Free plan included
Messy files mean missed deadlines, lost work, and frustrated teams.
2.5 hours
wasted daily searching & organizing files
60%
of work context is lost in scattered files
73%
of teams struggle with inconsistent file names
Powerful features designed to save you hours every week
AI reads session notes and identifies which client they belong to, so with dozens of active clients, notes never get mixed up or lost between sessions.
AI understands coaching agreements and extracts key terms, package details, and dates, so you can find the right contract in seconds if a question about terms comes up.
Worksheets, frameworks, and resources you've built get organized and made searchable, so creating a new client's program starts from what already works instead of from scratch.
Never wonder which clients have outstanding invoices or which packages have been paid in full. Every billing record is organized chronologically by client automatically.
Search "Client A last three sessions" or "goal setting worksheet" and get exactly what you need before a call, instead of scrolling through folders while the client is already waiting.
Photograph a whiteboard, jot a quick note, or upload a voice memo transcript right after a session, and it's filed under the right client automatically before you've moved to the next call.
Four simple steps to a perfectly organized file system
Drop files, folders, or entire workspaces — PDFs, images, docs, anything messy.
Use plain English like “organize by project” or “group by client & date.”
Files are renamed, categorized, and structured automatically — no rules needed.
Search using natural language and access any file in seconds.
Start free. Upgrade only when you need more power.
Start organizing smarter with AI-powered file management.
Ideal for professionals who organise files, notes, and projects every day.
For iPhone
Capture session notes the moment a call ends, organized by client automatically.
Filex AI on iPhone lets you photograph whiteboard notes or jot down a quick summary right after a session, with everything filed under the correct client automatically. Search any client's full history before your next call.
Designed specifically for iPhone with native iOS integration and seamless performance.
Built for Android's powerful file system with deep integration and advanced automation features.
For Android
Keep every client's notes, contracts, and materials organized from your phone.
Filex AI on Android reads and files your coaching documents automatically, from session notes to program worksheets. Search across your entire client roster in natural language, whether you're prepping for a call or checking a contract.
Join thousands who've revolutionized their file management
I coach 30+ clients and used to spend the first five minutes of every call trying to remember what we covered last time. Now I search their name and it's all right there.
My worksheets and frameworks used to live across a dozen Google Docs I could never find. Now they're organized and I actually reuse them instead of recreating them every time.
A client asked about their contract terms from eight months ago and I found it in ten seconds. That used to be a genuine problem for my business.
The AI figured out which client a session note belonged to even when I named the file something completely generic. That alone saved me hours.
Invoicing used to be a mess of remembering who paid what. Now every invoice is sorted by client and I know exactly where I stand at a glance.
I photograph my session whiteboard notes right after a call now and they get filed under the right client automatically. Zero end-of-week filing anymore.
Everything you need to know about using Filex AI
Yes. The AI reads each note and identifies which client it belongs to based on content, keeping every client's session history organized separately, even with a large active client roster.
Yes. Search a client's name to pull up their full session history and progress notes in seconds, so you always know where you left off before a call.
Yes. Worksheets and frameworks you've created are organized and made searchable, so building a program for a new client can start from what already works instead of from scratch.
Invoices and payment records are organized by client and date automatically, making it easy to see billing status without maintaining a separate spreadsheet.
Yes. All files are encrypted end-to-end, meaning only you can access client session notes and records. Nothing is shared or sold, and you can delete anything permanently at any time.
Yes. Snap a photo with your phone camera and OCR reads handwritten or printed notes, filing them under the correct client automatically.
Yes, every account starts on the free Spark plan with credits to organize and sync files, no credit card required. Upload a backlog of session notes and contracts to see what comes back organized.
No. Your original files are never touched. Filex AI creates an organized, searchable view while your originals remain exactly as they were saved.
Yes. Files sync across devices, so you can pull up a client's history or a program worksheet from your phone right before a call, wherever you are.
Yes. Whether you're a life, business, health, or executive coach, the AI reads document content across coaching types and organizes your files accordingly.
Join coaches who've turned scattered session notes and materials into an organized system for every client relationship.