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

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.

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.

Auto Organization

Drag in paperwork. Filex AI sorts it into a clear category.

Drop in wills, statements, and policies exactly as you find them, tell Filex AI how you'd like things grouped, and let AI understand and organize them instantly. It reads content β€” not just filenames β€” and follows your rule every time.

Understands file content, not just filenames
Learns your patterns over time
Smart renaming
Nested folder structures
Custom organization rules in plain English
Works with scanned documents
2.5 hrs
saved per day
50+
file formats
iOS & Android
mobile apps
Learn More

Custom organization rule

β€œGroup files by category β€” legal, financial, property, insurance”
Legal & Estate DocumentsFinancial AccountsInsurance Policies
  • πŸ“„will_original_scan.pdfLegal & Estate Documents/Will_Original_Scanned_Copy.pdf
  • πŸ“„life_insurance_policy_1998.pdfInsurance Policies/Life_Insurance_Policy_Full_Terms.pdf
  • πŸ“„retirement_account_statement.pdfFinancial Accounts/Retirement_Account_Latest_Statement.pdf
Filex AI document scanner scanning and organizing a document on mobile

Document Scanner

Scan it. Filex AI sorts it β€” no decisions needed right now.

Point your camera at whatever you find in a drawer or box. Filex AI reads it, names it clearly, and files it into the right category β€” you don't need to understand every document before you start.

  1. 01

    Tap scan and point your camera

    Open Filex AI, tap scan, and point your camera at any document you find, in whatever order they come. Then tap organize. That is the whole job.

  2. 02

    AI reads the document

    OCR and content analysis extract what the document actually is: a will, a policy, a statement, a deed.

  3. 03

    It files itself

    The scan lands in the category it fits β€” or Filex AI creates one. It gets a clear name built from its content, not "car_title_old.pdf".

  4. 04

    Find it by asking

    Whenever you need it, just type "life insurance policy" or "bank statements from last year". The scan is already indexed, named, and linked.

Browser Extension

Capture bank portals and claim forms β€” right inside Chrome

Take, save, and organize screenshots of online bank statements, insurance claim portals, and probate court forms with AI. Every screenshot you capture and every file you download gets named, sorted by category, and synced automatically β€” without leaving the tab.

  • Capture any area, the visible area, or a full statement page
  • Screenshots auto-saved, named, and filed by document category
  • Downloads sorted into legal, financial, or property folders automatically
  • Full-content search inside wills, statements, and policies
  • Instant sync to Filex AI on iPhone, Android, and web
Filex AI browser extension capturing and organizing a screenshot

Smart Grouping & Lenses

Group your estate documents, your way

Describe a group once β€” Filex AI keeps it live and up to date automatically.

β€œGroup all legal and estate documents”

β€œGroup financial accounts by institution”

β€œCreate a Lens for documents the attorney requested”

β€œGroup insurance policies by type”

β€œGroup all property and asset records”

β€œCreate a Lens for anything found this week”

β€œGroup bank statements by account”

β€œCreate a Lens for documents to share with a co-executor”

Available Everywhere

AI File Organizer for Estate Executors β€” iPhone & Android

iPhone & iPad App

Scan documents, organize files, and search by content on the go. Available on iOS and iPadOS.

Get the app

Android App

Scan documents, organize files, and search by content on the go. Available on Android.

Get the app

Web App

Full-featured workspace in your browser. Organize, search, share, and manage files from anywhere.

Get started

Browser Extension

AI file management directly inside Google Drive, OneDrive, and Dropbox. No tab switching.

Add to Chrome

Simple, transparent pricing

Start free. Upgrade only when you need more power.

Free

Start organizing smarter with AI-powered file management.

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

Premium (Yearly)

Save more with annual billing

$3.75/mo

Billed $44.99 once a 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
Most Popular

Premium

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

$7.99/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

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

Complete guide

The Complete Guide to AI File Management for Estate Executors

Why a Box of a Loved One's Paperwork Feels Impossible to Start

Settling an estate almost always comes with boxes, drawers, or filing cabinets of paperwork accumulated over decades, mixed together with no system, because the person who kept it never expected someone else would need to make sense of it under time pressure and grief. A will might be filed next to old greeting cards. A life insurance policy from 1998 might be in the same drawer as a decade-old car title. There's no obvious starting point, and that lack of a starting point is often exactly what makes the task feel impossible rather than just tedious.

The instinct to sort everything by hand before doing anything else, understanding each document, deciding where it goes, often stalls the whole process, because that kind of careful sorting takes real energy that isn't always available during an already difficult time. The paperwork sits untouched, which adds its own quiet stress on top of everything else already being carried.

AI-based organization removes the requirement to understand or pre-sort anything first. Filex AI reads whatever is uploaded, in whatever order and condition it's found, a faded deed, a recent bank statement, a handwritten note, and categorizes each one based on its actual content. Nothing needs to be understood or sorted in advance for the organizing to happen correctly.

How AI Tells a Will Apart From a Bank Statement Without Being Told

A document found in a box gives no reliable signal about its category from a glance, especially when decades of unrelated paperwork have been stored together. Filex AI reads the actual text of each document, the language of a will, the account numbers on a statement, the policy terms on an insurance form, to determine what kind of document it is without requiring anyone to sort or label it first.

This matters because the categories that matter most during estate settlement, legal documents, financial accounts, property records, insurance policies, all look similar at a glance but require very different handling. A power of attorney and a bank statement might be photographed back to back from the same drawer, and the AI distinguishes between them by what they actually say, the same way an attorney or executor would if reading each one carefully.

Because this doesn't depend on filenames or any pre-existing organization, it works identically well on a recently generated statement with a clear digital filename and an old, faded document photographed straight from a filing cabinet with no name at all. The signal comes from the content itself, never from how or when the document was created.

Building a Full Picture of the Estate at Whatever Pace Feels Manageable

Part of what makes settling an estate difficult is not knowing, at the outset, everything that exists. Accounts, policies, and property may be spread across institutions with no single list anywhere, and discovering them often happens gradually, a policy found in one drawer, a statement found in another, over days or weeks rather than all at once.

Filex AI is built to support that gradual process rather than requiring everything to be gathered and sorted in a single sitting. Documents can be uploaded as they're found, today, next week, or next month, and each one gets categorized the same way regardless of when it arrives. Over time, as financial accounts, property records, and policies accumulate in their organized categories, a clearer picture of the full estate naturally emerges without anyone needing to have compiled a master list upfront.

This matters most for something like discovering an old insurance policy that would otherwise have gone unnoticed in a box that never got opened. Photographing everything, rather than sorting selectively based on what seems important at a glance, meaningfully reduces the chance that something significant gets missed simply because it didn't look important at first glance.

Sharing the Work With a Co-Executor or Family Member

Estate settlement often falls to more than one person, a sibling acting as co-executor, or a spouse helping alongside the named executor, and coordinating that shared work is its own challenge. Without a shared system, it usually means emailing scans back and forth or repeatedly explaining where a specific document was last seen, adding friction to an already emotionally taxing collaboration.

Filex AI allows access to be shared with a co-executor or family member, so everyone involved can search the same organized archive instead of maintaining separate, inconsistent copies. A document uploaded by one person becomes immediately findable by another, which removes a layer of coordination overhead that otherwise falls unevenly on whoever happens to be doing the most organizing.

This shared access also matters when responding to an attorney's request. Instead of one person becoming the sole bottleneck for producing every document, anyone with access can search and retrieve what's needed, which distributes a task that often, without meaning to, ends up landing disproportionately on a single family member.

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.