Privacy-first legal document naming

Standardize filenames by matter/client code with EU data residency. 95%+ accuracy on supported templates with confidence preview before apply.

Legal ops · EU

Generate GDPR-ready filenames automatically with 95%+ accuracy.

Connect EU Drive/Dropbox with scoped access and data residency
AI extracts matter number, counterparty, and document type automatically
Approve with confidence scores and export GDPR-compliant filenames

Proof: EU firms processed 3.4k legal documents last month at 95% average confidence.

Try Free Now See how it works

GDPR-readyOriginals never modifiedWorks with Drive & DropboxEU data residency

Watch 2-Minute Demo

See how to rename your first batch of invoices—from Drive connection to approved filenames—in under 3 minutes.

GDPR

Built with EU residency in mind

8.9 hrs

Monthly hours reclaimed (typical)

Audit‑ready

Approval + attribution on rename

For EU legal & ops teams

Enforce your naming policy without breaking compliance

Designed for EU firms and in-house teams that must prove data residency, retention, and auditability.

Matter docs scattered across EU storage

Clients upload to shared folders with random names, making it hard to file into DMS or deliverables.

Manual checks slow down ops

Paralegals spend hours verifying that matter number, client, and doc type are in every filename.

Need audit-friendly logs

Supervisors and regulators expect visible proof of who renamed what and when.

There's a better way to handle this

First win in under 3 minutes

1. Connect EU Drive or Dropbox

60 seconds

Pick the folder in your EU-resident storage. We never move your originals. No migration required.

2. Drop in your PDFs

45 seconds

Drag contracts, exhibits, statements, or discovery docs. We extract matter codes, client names, and doc types automatically using OCR + AI.

3. Preview & apply

60 seconds

Review every suggested filename with confidence scores. Approve the batch and we write clean copies you can undo anytime.

95%+ extraction accuracy on tested document types (Sept 2025, n=250+). Safe-Rename keeps originals untouched for EU compliance.

Use Case Example

How a small CPA firm could save 18 hours monthly

Illustrative example: A 4-person CPA firm processing 2,400+ monthly documents could eliminate manual invoice renaming and cut monthly close time by 2 days.

The Challenge

Consider a typical 4-person CPA firm in Austin or Dallas managing bookkeeping for 23 small business clients. Each month, they process 2,000–2,500 invoices, receipts, and bank statements—most arriving as unlabeled PDFs via email or client Dropbox folders.

Such firms typically have a junior bookkeeper spending 18–22 hours monthly manually renaming files before they can begin actual reconciliation work. Inconsistent naming leads to duplicate uploads and missed invoices during monthly close.

How Renamed.to Could Help

A firm like this could connect Renamed.to to their Google Workspace shared drives and configure per-client templates for invoices, receipts, and bank statements using the pattern library.

Files uploaded to /Clients/ClientName/Inbox would be automatically processed. Renamed files would appear in /Ready with confidence scores. The bookkeeper could review and approve batches in under 15 minutes.

Expected Benefits

Up to 18 hours saved monthly — bookkeeper focuses on reconciliation, not file cleanup.
Eliminate duplicate uploads — content-based deduplication catches repeats automatically.
Faster monthly close — files organized before reconciliation starts.
Improved client satisfaction — faster turnaround on financials, fewer follow-up requests.

Note: This is an illustrative example based on typical US CPA firm workflows and market research. Individual results may vary based on document volume, complexity, and existing processes. Time savings estimates assume 15–25 seconds saved per document compared to manual renaming.

Up to 18 hrs

Potential time saved

2,400+

Monthly volume

Team members

~420%

Estimated ROI

Example Firm Profile

LocationAustin/Dallas
Team size4 CPAs
Clients served23
Use caseMonthly close

Could your firm benefit from similar time savings? Start your free trial →

Connect Google Drive or Dropbox. Drop 5 files. Get clean filenames with confidence scores.

Free 50 docs/month • No credit card • 2 min setup

Calculate time saved

Adjust sliders to match your monthly volume. See time saved vs. manual renaming.

Documents per month

1600 files0 → 10k

Seconds saved per file

20 seconds0 → 120

Hourly rate (USD)

$50/hour$10 → $200

Time saved

8.9 hours

Every month your team gets back 8.9 hours for client work.

Cost savings

$445

Monthly savings at $50/hr fully-loaded labor cost.

Average 20–30 seconds saved per document. Based on EU legal teams processing 1,000–3,000 docs monthly.

Security & Compliance Built In

Enterprise-grade security and compliance controls designed for accounting firms handling sensitive financial documents.

End-to-end Encryption

TLS 1.3 in transit, AES-256 at rest. Your files are encrypted from upload through processing. Keys rotated quarterly.

US Data Residency

Processing occurs in US data centers with SOC 2–aligned controls. No cross-border transfers for US tenants.

2FA & SSO Ready

Enforce two-factor authentication for all users. SSO support via Google Workspace and Microsoft 365 for enterprise teams.

Role-Based Access

Granular permissions per user and client folder. Audit logs track every file access, rename, and approval with full attribution.

Limited OAuth Scopes

Request folder-level access only—never full Drive/Dropbox. Tokens stored encrypted, auto-expire after 90 days, revocable instantly.

SOC 2–aligned controls (not certified)

Controls mapped to SOC 2 principles. GDPR/CCPA-ready. Pen-test and security review cadence appropriate for startup scale.

Data Retention & Purge Policy

What we store

Extracted metadata (vendor, amount, date, invoice #) kept for 90 days for template learning. Original files never stored—processed in-memory only.

Your control

Purge metadata anytime from your dashboard. Disconnect integration to revoke all access instantly. Full data export available before deletion.

View full Security documentation →

Confidence Controls & Error Handling

Set confidence thresholds, bulk-approve high-confidence items, and route uncertain renames to manual review.

Three-Tier Confidence System

High Confidence

95-100%

All fields extracted cleanly. Auto-approve enabled by default. Bulk-approve entire batches with one click.

Medium Confidence

80-94%

One or more fields uncertain. Requires manual review. Side-by-side preview shows original vs. suggested name.

Low Confidence

<80%

Extraction failed or very uncertain. Flagged for manual rename. Originals never touched—you keep full control.

Configurable Thresholds

Customize confidence rules per client or globally for your firm.

Auto-approve threshold95%

Files above this score process automatically. Lower to 90% for faster throughput; raise to 98% for extra caution.

Review queue threshold80%

Files between 80-94% go to your review queue. Adjust based on team capacity and risk tolerance.

Skip thresholdBelow 80%

Files below this score skip processing entirely. You handle them manually or upload better scans.

Duplicate Prevention & Idempotency

Content-based deduplication

Every file gets a content hash (SHA-256). If you upload the same invoice twice, we detect it and skip processing—no duplicate renames created.

Filename collision handling

If a renamed file already exists, we append (2), (3), etc. Or set custom collision rules per client.

Re-run safety

Run the same batch multiple times—already-processed files skip automatically. No risk of re-renaming or overwriting.

Audit trail

Every rename logged with timestamp, user, original name, new name, confidence score, and template used. Export CSV for compliance.

Privacy & compliance ready

Safe-Rename writes copies in your EU storage and leaves originals for audit retrieval.
Confidence preview ensures human approval before apply, satisfying double-check requirements.
No long-term data retention: we purge processing data after rename.
Audit logs capture matter, user, timestamp, and original filename.

Connect your EU storage once

Keep using your existing Drive/Dropbox matter folders while enforcing naming.

Google Drive EU matter folders

No Migration Required

Ensure the shared drive uses EU residency.

Use /Matters/{MatterNumber}/Incoming for raw uploads from solicitors or clients.

Renamed.to writes formatted copies into /Matters/{MatterNumber}/Ready, ready for DMS.

Drive residency guide

Dropbox EU team workspace

No Migration Required

Connect the Dropbox team space configured for the EU.

Set /Matters/{MatterCode}/Inbox as your source folders.

Renamed copies land in /Matters/{MatterCode}/Organized with audit logs.

Dropbox EU setup

Ready to get started? Connect your Drive or Dropbox account and process your first batch in under 3 minutes.

Try Free Now

Frequently asked questions

Do you process data within the EU?

Yes. We respect your Drive/Dropbox data residency and process within the EU region you configure. We do not store your files after processing.

How accurate is Renamed.to on legal documents?

We deliver 95%+ extraction accuracy on tested document types (Sept 2025, n=250+). Every rename shows a confidence score. Preview mode lets you spot-check every suggested filename before apply. AI works with Auto mode, 50+ common templates, or custom patterns you define.

Will you overwrite my original files?

No. Safe-Rename writes new files alongside your originals and keeps them untouched. You can undo any batch with one click. Originals are never modified or deleted.

Is Renamed.to secure and compliant for EU legal teams?

We align our controls to SOC 2 principles (not certified). All data encrypted in transit (TLS 1.3) and at rest (AES-256). EU data residency in certified data centers. 2FA and SSO support. Full audit logs with user attribution. GDPR ready.

How do you handle audit requirements?

Confidence preview ensures human approval before apply. Safe-Rename logs every rename with user, timestamp, and original filename. Originals remain untouched for compliance verification.

Can templates include GDPR or compliance tags?

Templates support custom fields like {GDPRCategory}, {Regulator}, {MatterNumber}, {ClientName}, {DocType}, and more. Save presets per jurisdiction or matter type.

What file formats do you support?

We process PDFs with OCR for scanned documents. Support for contracts, bank statements, regulatory filings, case notes, invoices, and compliance memos. 300+ DPI recommended for best OCR accuracy.

How do you handle retention?

We purge processing data immediately after writing renamed copies. Only your storage retains the files. No long-term copies stay with us. Full data export available before deletion.

Will this work with our DMS?

We rename inside Drive/Dropbox before you file to NetDocuments, iManage, SharePoint, or other systems. No migration required. Many EU legal teams use Renamed.to as a pre-DMS filing step.

How long does it take to process files?

First batch under 3 minutes including setup. Processing speed depends on file size and page count. Most single-page documents process in 5–15 seconds. Batch of 100 documents typically completes in under 10 minutes.

Integrations

Works where your files live

Native integrations with cloud storage. Connect automation platforms for complex workflows. Use our API for custom builds.

Testimonials

Proven results across teams

Real metrics from bookkeepers, researchers, and operations teams

89% time saved

“I process 200+ client invoices per month. Renamed.to cut my filing time from 3 hours to under 20 minutes. The accuracy is consistently above 95%, and when I save a rule for a vendor, it handles everything automatically.”

Ina C.

Bookkeeper, Small Business Clients

Under 3 min setup

“Downloaded 60 research papers last week. Created 3 naming rules based on author and year. Now everything files itself into the right folder with zero manual work. First rename took under 3 minutes to set up.”

David P.

PhD Candidate, Computer Science

8-person team scaled

“We handle contracts, NDAs, and vendor agreements daily. The confidence score preview lets us catch edge cases before they file. Saved rules scaled across our team of 8. No more IMG_4387.pdf in our shared Drive.”

Marcel T.

Operations Admin, Legal Tech