Intake Sorter · Document sorting
Every document filed to the right client
Intake Sorter reads what arrives in your shared inbox, works out which client it belongs to, files it, and keeps a running list of what’s still missing. Like the other jobs, it’s set up only once your map shows sorting is the step that costs most.
- Statement_Sept.pdfHannah Reid / 2026-27Filed · known sender address
- IMG_4471.jpgD. Morgan / 2026-27Filed · known mobile number
- invoice-0193.pdfYour review listSuggested: Lane & Co
What it does
Arriving documents are filed to the right client, with a list of what’s still missing.
Reads what arrives
Attachments and photos sent to your shared inbox, picked up as they come in instead of when someone has time.
Matches them to a client
Clear matches, such as a known sender, are filed automatically. Anything uncertain goes to a person with a suggestion.
Files them where you work
Into a folder per client, named consistently, in a structure you agree.
Tracks what’s missing
Compared against what each client owes you this period, so the Friday list shows the gaps.
See exactly what runs
This morning’s inbox, sorted
Clear matches are filed. Anything uncertain waits for a person, with the reason shown.
| Document | From | Client | Why | Status |
|---|---|---|---|---|
| Statement_Sept.pdf | hannah.reid@… | Hannah Reid | Known sender address | Filed |
| IMG_4471.jpg | +44 7700 900… | D. Morgan | Known mobile number | Filed |
| invoice-0193.pdf | accounts@supplier… | Lane & Co? | Name on the invoice | Needs a person |
| P60 2025-26.pdf | sam.t@… | Sam Turner | Known sender address | Filed |
Sample data
Client data
How your clients’ data is handled
The same safeguards apply to every job. Read the detail.
- Kept in the UK
- Client data is hosted, stored and backed up in the UK, and the AI model runs in Amazon Web Services’ London region.
- A person approves
- The AI drafts and sorts. A named person at your firm approves every message for the first two weeks, and for as long after that as you like.
- Every action logged
- What was drafted, who approved it, what was sent and what came back, with times.
- A signed agreement
- We sign a data processing agreement with you before any client data is touched.
Questions
Document sorting: common questions
Where does it file documents?
Into a folder per client that we agree with you at set-up, with consistent names, so your team finds everything in one place. Filing straight into your own document storage depends on what you use; we’ll tell you plainly at set-up what we can and can’t connect to.
What if it can’t tell which client a document is for?
It doesn’t guess. A document is filed automatically only when the match is clear, for example a known sender address. Anything else goes to your review list with a suggestion and the reason for it, and a person decides.
Which channels can it watch?
Your shared email inbox to start with. Shared folders such as Dropbox, and WhatsApp if you opt in, can be added after that.
Does it do the bookkeeping?
No. Forenax gets documents to the right client and tells you what’s missing. Reading receipts into your ledger stays with the tools and people you use for that now.
Thirty minutes on how your practice chases clients
Walk us through a recent week. There’s nothing to buy and no demo.
Not ready to talk? Take the two-minute self-check and see which job costs your team most.
- You suggest a time
- Thirty minutes on a recent week
- A one-page map within 48 hours