legal operations & compliance teams

Automate Document Organization for Due Diligence

Automate document organization for vendor due diligence. AI sorts and renames contracts, financials, and compliance docs.

Vendor docs auto-name to {Category}_{DocType}_{Date}.pdf with 95%+ accuracy, ready for audit review.

No credit card required · Works with Dropbox, Google Drive (coming soon)

Extracting fields96% confidence

receipt.pdf

Processing…

Date
2024-10-14
Receipt #
102-1234567-123
Issuer
Amazon

96%

Extraction accuracy

<3 min

First rename

Safe-Rename

Originals untouched

Make this workflow boring instead of stressful

Time pressure to review everything during due diligence. Misorganized documents delay deal timelines.

The ideal state is simple: Vendor docs auto-name to {Category}_{DocType}_{Date}.pdf with 95%+ accuracy, ready for audit review.

Renamed.to reads each document, pulls out the fields you care about, and applies your naming rules automatically so your team opens folders that are already grouped and ready for review instead of rebuilding them from scratch every period.

What your files look like before vs after

No more download.pdf. Every document follows a clear naming convention that matches how your team actually searches for files.

Before

receipt.pdf

After

2024-10-14_Amazon_Order_102-1234567-1234567.pdf

Typical folder today

client-files/
├── misc/
│   ├── receipt.pdf
│   └── document (2).pdf

After rolling out this workflow

client-files/
└── Ready/
    └── 2024-10-14_Amazon_Order_102-1234567-1234567.pdf

How AI Organizes Due Diligence Documents

Categorize, extract metadata, and rename consistently.

  1. 1

    Categorize by document type (contracts, financials, compliance).

  2. 2

    Extract key metadata (date, parties, document type).

  3. 3

    Consistent naming: {Category}_{DocType}_{Date}.pdf

2.3k vendor documents organized last quarter at 95.6% average confidence.

Why teams adopt this workflow

Vendor onboarding diligence

Handle diligence documents from multiple vendors with consistent organization.

M&A due diligence

Automatically classify contracts, financials, insurance, and compliance documents.

Compliance audits

Maintain document status and expiry tracking for compliance requirements.

Frequently asked

Ready to automate your renaming?

Connect Dropbox or Google Drive. 50 free renames to start.

Free 50 docs/month · No credit card · Originals never modified