AI File & Document Management

An Overwhelming Task, Made a Little Lighter

Wills, financial accounts, property deeds, and insurance policies automatically organized while settling an estate using AI. One less thing to carry right now.

No credit card required Β· Free plan included

|
10+
hours saved monthly on manual filing
3 sec
to find any file with AI search
100%
of files organized automatically

File sprawl is killing your productivity
β€” and AI can't help without context.

Messy files mean missed deadlines, lost work, and frustrated teams.

2.5 hours

wasted daily searching & organizing files

File Chaos

60%

of work context is lost in scattered files

Lost Context

73%

of teams struggle with inconsistent file names

Naming Confusion

Everything you need to tame file chaos

Powerful features designed to save you hours every week

Key Feature
πŸ“œ

Legal Documents, Automatically Identified

AI reads wills, trusts, and power of attorney documents and files them into a clear legal category, so you can find what an attorney or the probate court needs without knowing exactly what you're looking for in advance.

Key Feature
🏦

Financial Accounts, Brought Into One Place

Bank statements, retirement accounts, and investment records scattered across boxes and drawers get organized together, helping build a fuller picture of what accounts actually exist.

🏠

Property and Asset Documents, Filed Together

Deeds, titles, and appraisals are organized in their own category, ready to reference when transferring or valuing property as part of settling the estate.

πŸ›‘οΈ

Insurance Policies, Easy to Locate

Life, home, and auto insurance policies are organized and searchable, so filing a claim or confirming coverage doesn't mean searching through every drawer in the house.

πŸ“Έ

Photograph a Whole Drawer or Box at Once

Rather than sorting paper by hand first, photograph stacks of documents as you find them, and AI reads and categorizes each one automatically, even from an old, disorganized box.

πŸ”

Find What an Attorney or Court Asks For

Describe what's needed in plain language β€” "life insurance policy" or "bank statements from last year" β€” instead of manually searching through every category to find a specific requested document.

How It Works

Four simple steps to a perfectly organized file system

01

Upload Your Files

Drop files, folders, or entire workspaces β€” PDFs, images, docs, anything messy.

02

Tell AI What You Want

Use plain English like β€œorganize by project” or β€œgroup by client & date.”

03

AI Organizes Instantly

Files are renamed, categorized, and structured automatically β€” no rules needed.

04

Find Anything Fast

Search using natural language and access any file in seconds.

Simple, transparent pricing

Start free. Upgrade only when you need more power.

Free

Start organizing smarter with AI-powered file management.

$0
  • 20 files one time
  • AI content analysis & auto-sorting
  • Smart file renaming
  • Basic tagging
  • Cloud sync across devices
  • Export Organized Folders
Most Popular

Premium

Ideal for professionals who organise files, notes, and projects every day.

$2.99/month
  • 500 files organization per month
  • Advanced subject-based folders
  • OCR for images & scans
  • Handwritten notes analysis
  • Mobile app access
  • Share-to-organize from anywhere
  • Priority support
  • Export Organized Folders
Best Value

Premium (Yearly)

Save more with annual billing

$29/year
  • 6000 files organization per year
  • Advanced subject-based folders
  • OCR for images & scans
  • Handwritten notes analysis
  • Mobile app access
  • Share-to-organize from anywhere
  • Priority support
  • Export Organized Folders
🍎

For iPhone

AI File Organizer for Estate Executors on iPhone

Photograph paperwork as you find it, organized automatically.

Filex AI on iPhone lets you photograph documents from a box, drawer, or filing cabinet the moment you find them, with everything read and categorized automatically. Search for what you need whenever an attorney or family member asks.

What it solves:

  • Photograph paperwork without sorting it first
  • OCR reads old, faded, and handwritten documents
  • Search "life insurance policy" instantly
  • Legal, financial, and property documents categorized automatically
  • Share access with a co-executor or family member
πŸ€–

For Android

AI File Organizer for Estate Executors on Android

Keep every document from settling an estate organized from your phone.

Filex AI on Android reads and files documents automatically, from wills to bank statements to property deeds. Search across everything in natural language, at whatever pace feels manageable during this process.

What it solves:

  • Capture documents with your camera as you find them
  • AI categorizes legal, financial, and property records
  • Natural language search across the entire estate archive
  • Insurance policies and account statements organized separately
  • Work through the backlog at your own pace

What People Are Saying

Join thousands who've revolutionized their file management

πŸ”΄Reddit
Settling my father's estate felt impossible with three boxes of paperwork I didn't know how to approach. Photographing everything and letting it get sorted automatically made a genuinely hard time a little more manageable.
E
via Reddit
🐦X
βœ“ Verified
Our attorney kept asking for specific documents and I could actually find them within minutes instead of digging through drawers each time. That mattered more than I expected during an already hard process.
S
via X
πŸ”΄Reddit
Found an old life insurance policy we didn't even know existed because it was buried in a box we finally photographed. Genuinely changed the outcome for our family.
F
via Reddit
🐦X
βœ“ Verified
I didn't have the emotional energy to sort through everything by hand right away. Being able to just photograph boxes and deal with the organizing later, at my own pace, made this bearable.
G
via X
πŸ”΄Reddit
The property deed was decades old and barely legible. The AI still read it and filed it correctly, which saved me from having to decipher it myself.
O
via Reddit
πŸ”΄Reddit
Sharing this with my sibling who was co-executor made a genuinely hard shared task feel less chaotic. We both could search the same organized archive instead of emailing scans back and forth.
C
via Reddit

Frequently asked questions

Everything you need to know about using Filex AI

Can I upload a whole box of paperwork without sorting it first?

Yes. Photograph or upload documents as you find them, in whatever order or condition they're in. The AI reads and categorizes each one automatically, so there's no need to sort or understand everything before starting.

Does it help me find documents an attorney or probate court asks for?

Yes. Once documents are uploaded, you can search for what's needed in plain language, making it much faster to respond to a specific request than searching through physical paperwork again.

Can it read old or faded documents?

In most cases, yes. OCR is designed to read printed and handwritten text, including many older or faded documents, though very deteriorated originals may still be difficult to read fully.

Is this sensitive information kept private and secure?

Yes. All files are encrypted end-to-end, meaning only you and anyone you choose to share access with can see these documents. Nothing is shared or sold, and you can permanently delete anything at any time.

Can a co-executor or family member access the same organized documents?

Yes. You can share access with a co-executor or family member so everyone involved can search the same organized archive instead of exchanging scans individually.

Does it separate legal documents from financial and property records?

Yes. The AI categorizes documents automatically into groups like legal documents, financial accounts, property records, and insurance policies, based on their actual content.

Is it free to use?

Yes, every account starts on the free Spark plan with credits to organize and sync files, no credit card required. You can begin organizing estate documents without any upfront cost during an already difficult time.

Will it modify or alter the original documents?

No. Your original files and photographs are never modified. Filex AI creates an organized, searchable view alongside your originals, which remain exactly as uploaded.

Can I work through this at my own pace?

Yes. There's no deadline or required order. Upload documents whenever you're able to, whether that's all at once or gradually over weeks, and the organizing happens the same way regardless.

Does it help build a full picture of the estate's assets?

Yes. As financial accounts, property records, and policies get organized together, it becomes easier to see the fuller picture of what accounts and assets exist, which can support the probate process.

A Small Way to Make This Easier

Photograph or upload what you have, whenever you're ready. AI will organize it so this part of settling an estate is one less thing to worry about.