Every file, exactly where it belongs.
Rokyte's AI classifies, names, and routes every incoming file the moment it arrives. From client intake to final archive, nothing slips through.
In production at Wirtz Law APC, sorting every client upload into the right case folder.
Renamed from the document's contents and filed to its case folder.
How it works
Three steps. Zero manual sorting. The entire process runs automatically from the moment a document arrives.
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1Collect
Clients submit documents through a secure, branded portal. Everything lands in one organized place.
- Unique upload link per client or matter
- Files encrypted in transit and at rest
- Firm notified the instant files arrive
- No client account or login required
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2Process
AI reads the actual document content, not just the filename, then assigns a category and writes a clean, searchable name.
- AI reads full document text, not metadata
- Matched to your configured category list
- Standardized filename generated automatically
- Low-confidence files surface for one-click review
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3Deliver
Each file routes to its matter folder without anyone touching it. Your team opens a clean, sorted workspace.
- Automatic routing into the correct matter folder
- Dashboard updates in real time as files arrive
- Full-text search across all processed documents
- Gaps and unclassified files surface immediately
One dashboard for every file and every case
Every file, every case, every status. From first submission to final archive.
The intake pipeline, automated end to end
When clients send documents, Rokyte takes it from there. Every file is read, named, sorted, and delivered before your team opens their inbox.
Clients upload to a checklist, not your inbox.
Each client gets a private upload link. They work through a checklist of exactly what you need, one document at a time. Everything arrives organized, timestamped, and attributed to the right case.
Raw filenames become structured records.
The moment a file arrives, Rokyte reads it, identifies the document type, and renames it using your naming conventions. scan_001.pdf becomes Contract_Johnson_2026-07-16.pdf. Every time, without anyone touching it.
Your folder structure, populated automatically.
Rokyte integrates directly with ShareFile. The moment a file is processed, it routes to the correct client folder. The filing your team used to do by hand happens on its own.
See what needs attention without chasing updates.
Rokyte flags anything the AI is not confident about. Your team sees exactly which files are processed, which need a human eye, and why, so a missing document shows up before it becomes a problem.
“Honestly, I didn't realize how much time we were spending on it until we just weren't. Files come in already named and sorted. It's one of those things that once it works, you forget it was ever a problem.”