sortio
Sortio uses AI and rules to rename, organize, and route files into folders based on their names, metadata, and optionally contents. Professionals such as lawyers, bookkeepers, and consultants can review proposed changes before applying them and automate organization of new files.
One of 124 tools in Productivity
Who it's for
- Lawyers handling intake documents and exhibits who need files routed by client and matter.
- Bookkeepers and small-business back-office teams organizing invoices, payroll, and client archives.
- Real estate agents or project managers sorting property or project files into structured folders.
Not the right fit if…
- Teams that need to process more than 5,000 files in a single AI sort run: AI sorting is capped at 5,000 files per run.
How it fits your workflow
Add or drop in a folder and describe the desired naming and filing rules in plain language. Sortio reads filenames and metadata, and can analyze file contents when that option is enabled.
Review the proposed folder structure, names, and file moves before approving the plan. Sortio can create missing folders and lets users undo changes.
For ongoing intake, configure Smart Folders, Watch Folders, or automations to organize new files. Sortio operates on folders visible in Finder or File Explorer, including cloud-synced folders.
Pricing
Free: The free tier includes a one-time AI trial allowance, unlimited rule-based sorting, up to 5 rules and 3 Spaces, and preview, history, and undo features. No credit card is required.
Free
$0
- · One-time AI trial allowance
- · Unlimited rule-based sorting
- · Up to 5 rules and 3 Spaces
- · Preview before applying, sort history, and undo
Pro
$14.99/month or $99/year
- · Monthly AI allowance sized for heavy use
- · AI sort up to 5,000 files per run
- · Unlimited Spaces and automations
- · Watch Folders and auto-sort on file change
Team
$29 per seat/month or $290 per seat/year
- · Everything in Pro
- · Double the Pro AI allowance per seat, pooled across the team
- · Team workspaces and shared automations
- · Admin console and seats
Enterprise
From $50 per seat/month
- · Everything in Team
- · Volume licensing for 25 or more seats
- · Audit logs and centralized billing
- · Custom invoicing and procurement
Prices checked on Oct 16, 2026 from the vendor's site. They can change; confirm before you buy.
Key features
- AI file sorting and routing
- Give Sortio plain-language instructions to organize files by client, matter, property, project, category, or other context. It can create missing folders and preview the proposed moves before applying them.
- Content-based file reading
- Sortio can extract information such as people, companies, dates, dollar amounts, and document types from files. Content analysis can be toggled; file names and metadata can also be used for sorting.
- Intelligent file renaming
- Rename files using their content, context, metadata, or a specified pattern, such as a date, vendor, and amount.
- AI Rule Builder and rule-based sorting
- Describe a sorting workflow in plain language to generate rules. Rule-based sorting is free and unlimited, and rules can be applied to new files through automations.
- Smart Folders and Watch Folders
- Configure folders to route new files automatically. Watch Folders, available in Pro, organize files as they arrive according to configured preferences.
- Search by meaning
- Find indexed files using terms related to their contents, such as a person, company, amount, or document type, rather than relying only on filenames.
Works with
- Clio
- Cloud-synced folders
- AI providers and local models
Limitations to know
- AI sorting is capped at 5,000 files per run.
- The free plan has a one-time AI trial allowance and is limited to 5 rules and 3 Spaces.
- The page lists macOS 11.0+ and Windows 10/11 as compatible; it does not specify a Linux version requirement.
- Content-based features may send file contents to an AI provider when enabled; the page recommends local-only mode for workflows that require data to stay on the device.
Getting started
Compatible with macOS 11.0+, Windows 10/11, and Linux; no Linux version requirement is stated.
- Download the desktop app for your operating system.
- Sign in with your email using the magic sign-in link.
- Drop in a folder and describe how the files should be organized.
- Preview and approve the proposed changes.
Frequently asked questions
Can Sortio undo changes?
Yes. The page says Sortio backs up files before making changes and lets users revert to the original organization from within the app.
Does Sortio have a free tier?
Yes. The free tier includes a one-time AI trial allowance, rule-based sorting with up to 5 rules, and up to 3 Spaces. Rule-based sorting is free and unlimited, and no credit card is required.
How does Sortio handle AI usage limits?
AI features use the plan's allowance, while rule-based sorting and deterministic automations are free and unlimited. The app displays usage in Settings. Using a supported personal API key or a local model does not count against Sortio's allowance.
Can Sortio use existing folder names?
Yes. Users can restrict Sortio to a supplied list of folder names or to subfolders in an existing folder structure, and choose a fallback folder for files that do not clearly fit.
How does Sortio read files and handle data?
Sortio scans documents on the device and extracts details such as names, companies, dates, amounts, and document types. The page says the default hosted AI sort receives filenames and metadata; file contents are uploaded only when a content-based feature is enabled. Local mode keeps data on the device.
What is the maximum number of files per AI sort?
AI sorting is capped at 5,000 files per run. The page says Pro includes unlimited deterministic automations for larger folders.
Which operating systems does Sortio support?
Sortio is available for macOS, Windows, and Linux. The page lists macOS 11.0+ and Windows 10/11 as compatible.