Use Case Examples

Organize Amazon receipts automatically by order number, date, and amount

For bookkeepers, accountants & expense tracking

Problem:

• •Stop manually renaming Amazon receipt downloads with order details.
• •Ensure order numbers and amounts are visible for expense matching.

Solution:

Amazon receipts auto-rename to YYYY-MM-DD_Amazon_Order123_Amount.pdf with 95%+ accuracy, ready for expense reports and tax filing.

Organize American Express statements automatically by account, date, and client

For bookkeepers, accountants & finance teams

Problem:

• •Stop manually renaming Amex statement downloads with account details.
• •Ensure account numbers and statement periods are visible in filenames.

Solution:

Amex statements auto-rename to YYYY-MM_Amex_Acct1234_Client.pdf with 97%+ accuracy, ready for reconciliation and audit trails.

Organize channel-segregated AR invoices for multi-channel e-commerce

For e-commerce managers & finance teams

Problem:

• •Stop manually sorting invoices across multiple sales channels.
• •Ensure channel-specific revenue tracking and reconciliation.

Solution:

AR invoices auto-name to Customer_INV-InvoiceNumber_OrderID.pdf and organize by channel with 96%+ accuracy for revenue reconciliation.

Organize chargeback notifications for e-commerce dispute management

For e-commerce finance & operations teams

Problem:

• •Stop manually organizing chargeback notifications across multiple processors.
• •Ensure timely response to chargeback disputes within deadlines.

Solution:

Chargeback notifications auto-name to Processor_OrderID_Date_Chargeback.pdf and organize by processor with 96%+ accuracy for dispute management.

Organize Chase Bank statements automatically by account, date, and client

For bookkeepers, accountants & finance teams

Problem:

• •Stop manually renaming Chase statement downloads with account details.
• •Ensure account numbers and statement periods are visible in filenames.

Solution:

Chase statements auto-rename to YYYY-MM_Chase_Acct1234_Client.pdf with 97%+ accuracy, ready for reconciliation and audit trails.

Control payroll reports by pay period, entity, and department automatically

For accounting controllers & payroll leads

Problem:

• •Stop saving payroll reports as final_v7.pdf in shared drives.
• •Ensure multi-entity payroll files land in the right Ready folders instantly.

Solution:

Payroll packets rename to YYYY-MM-DD_Payroll_Entity_Department.pdf and sync to finance folders ready for monthly close.

Embed docket numbers and parties in court filing filenames automatically

For litigation support & legal operations

Problem:

• •Stop manually renaming downloaded court filings with docket details.
• •Ensure docket numbers and parties are visible in filenames.

Solution:

Court filings auto-name to DOCKET_Party_DocType_YYYY-MM-DD.pdf with 95%+ accuracy, ready for binder assembly.

Organize vendor diligence documents by vendor and document type automatically

For legal operations & compliance teams

Problem:

• •Stop manually organizing vendor due diligence documentation.
• •Ensure consistent vendor and document type naming for compliance.

Solution:

Vendor docs auto-name to Vendor_DocType_YYYY-MM-DD_Status.pdf with 95%+ accuracy, ready for audit review.

Prepare litigation case files with matter code and document type automatically

For litigation support & legal ops teams

Problem:

• •Stop relying on paralegals to rename dozens of filings every day.
• •Ensure every document carries the matter code and filing date for court deadlines.

Solution:

Litigation docs auto-rename to MATTER-DOC-TYPE_YYYY-MM-DD_Counterparty.pdf and drop into Ready folders ready for review.

Route NDAs to workspaces and embed renewal dates in filenames automatically

For legal operations & contract managers

Problem:

• •Stop manually routing NDAs to appropriate matter workspaces.
• •Ensure renewal dates are visible in filenames for reminder systems.

Solution:

NDAs auto-route to MATTER_NDA_Counterparty_YYYY-MM-DD-Renewal.pdf with 94%+ accuracy, ready for renewal tracking.

Rename legal contracts by matter code and counterparty automatically

For legal operations & in-house counsel

Problem:

• •Stop manually renaming agreements to match matter IDs.
• •Ensure discovery documents follow naming standards.

Solution:

Contracts and discovery PDFs auto-rename to MATTER-COUNTERPARTY-DOC-TYPE_DATE.pdf so every folder stays audit ready.

Organize chargeback evidence bundles for e-commerce dispute response

For e-commerce operations & customer service teams

Problem:

• •Stop manually compiling evidence packages for chargeback disputes.
• •Ensure complete documentation for successful dispute resolution.

Solution:

Evidence bundles auto-name to OrderID_Evidence_Bundle.pdf and organize by order with 97%+ accuracy for dispute response.

Organize chargeback notifications for e-commerce dispute management

For e-commerce finance & operations teams

Problem:

• •Stop manually organizing chargeback notifications across multiple processors.
• •Ensure timely response to chargeback disputes within deadlines.

Solution:

Chargeback notifications auto-name to Processor_OrderID_Date_Chargeback.pdf and organize by processor with 96%+ accuracy for dispute management.

Organize credit notes issued for e-commerce returns

For e-commerce finance & operations teams

Problem:

• •Stop manually filing credit notes across multiple sales channels.
• •Ensure accurate credit note tracking for financial reconciliation.

Solution:

Credit notes auto-name to CN-CreditNoteNumber_OrderID_Date.pdf and organize by channel with 96%+ accuracy for returns management.

Organize exchanges with price differences for e-commerce

For e-commerce operations & finance teams

Problem:

• •Stop manually tracking exchanges involving price differences.
• •Ensure accurate inventory adjustments for exchanged items.

Solution:

Exchange docs auto-name to OrderID_Exchange_Diff_Amount.pdf and organize by order with 95%+ accuracy for reconciliation.

Organize gift card sales and redemptions for e-commerce

For e-commerce finance & operations teams

Problem:

• •Stop manually tracking gift card sales and redemptions.
• •Ensure accurate revenue recognition for gift card programs.

Solution:

Gift card reports auto-name to Period_GiftCard_Summary.pdf and organize by period with 94%+ accuracy for revenue tracking.

Organize expense reports by employee and period for reimbursement workflow

For finance teams & HR departments

Problem:

• •Stop manually organizing expense reports for reimbursement processing.
• •Ensure employee names and periods are clearly visible for approval.

Solution:

Expense reports auto-name to Employee_Period_Submitter_Approved.pdf with 96%+ accuracy, ready for reimbursement.

Organize permits by jurisdiction and permit number for inspection management

For architects, contractors & documentation professionals

Problem:

• •Stop searching for permit documents during inspection visits.
• •Ensure jurisdiction and permit numbers are visible in filenames.

Solution:

Permits auto-name to Jurisdiction_PermitNumber_IssueDate.pdf with 94%+ accuracy, ready for inspections.

Organize research PDFs by title, author, and year automatically

For researchers & knowledge teams

Problem:

• •Stop searching download.pdf for the right paper.
• •Create citation-ready filenames automatically.

Solution:

Research PDFs rename to YEAR_Author_ShortTitle.pdf, ready for citation managers and knowledge bases.

Track plan revisions by project code, sheet, and revision for change management

For architects, engineers & documentation professionals

Problem:

• •Stop manually tracking plan revisions across project documentation.
• •Ensure project codes and revision numbers are visible in filenames.

Solution:

Plan revisions auto-name to ProjectCode_Sheet_RevDate_Revision.pdf with 95%+ accuracy, ready for change tracking.