Rename legal contracts by matter code and counterparty automaticallyautomatically
Upload contracts or discovery docs and let AI pull the matter number, counterparty, and document type before applying your naming policy.
No credit card • Rename in under 3 minutes
sample.pdf
Waiting for rename…
Date
2024-10-14
Receipt #
102-1234567-123
Issuer
Amazon
Ship matter-ready filenames in minutes.
- Connect Drive or Dropbox and target legal folders.
- AI extracts matter code, parties, and document type automatically.
- Approve with confidence scores before syncing to NetDocs or iManage.
Proof: 6.1k legal documents renamed last month at 95.8% average confidence.
Before → after filenames
No more download.pdf. Every document follows your naming convention automatically.
receipt.pdf
2024-10-14_Amazon_Order_102-1234567-1234567.pdf
Example naming rule
Rename to 2024-10-14_amazon_102-123456
Why teams adopt this workflow
Policy enforcement: Apply naming standards automatically across internal and external teams.
Audit trail: Keep before/after filenames and user approvals for every rename.
Data residency: Choose US or EU data centers and keep originals untouched.
How it works
Contracts and discovery PDFs auto-rename to MATTER-COUNTERPARTY-DOC-TYPE_DATE.pdf so every folder stays audit ready.
- Connect Drive or Dropbox and target legal folders.
- AI extracts matter code, parties, and document type automatically.
- Approve with confidence scores before syncing to NetDocs or iManage.
FAQ
Can we enforce our own naming conventions?
Yes. Configure MATTER-COUNTERPARTY-DOC-TYPE_DATE or any custom format using tokens for matter ID, doc category, and filing date. Changes preview before apply.
Does it support shared drives and external counsel folders?
Absolutely. Watch shared folders in Drive or Dropbox, or use the desktop app for on-premise repositories. Filenames sync everywhere automatically.
How do we ensure GDPR compliance for EU matters?
Enable EU residency mode. Files stay in-region, and Safe-Rename writes copies into Ready folders without touching originals.
Make it part of your workflow
Connect integrations, use full-text extraction, or call the API for posts processing.
Supported in:
Ready to rename your documents automatically?
Connect Dropbox or Google Drive and watch files sync into client-ready names. 50 free renames to start.