File Cabinet — AI-Powered Document Management
Never lose a document. Never miss a deadline. Never file anything manually again.
What is File Cabinet?
File Cabinet is a complete AI-powered document management system that scans, categorizes, stores, and retrieves every document your business touches.
Drop in a document — our AI reads it, categorizes it, extracts key data, and files it automatically into the folders you create.
Features
Smart Routing
You decide where your documents go. Create your own folder structure and File Cabinet's AI learns your system.
- Create unlimited custom folders and categories
- Name them whatever you want: Taxes, Client Files, Receipts, Contracts, Personal, HR, Projects — anything
- Set up routing rules: All invoices → Accounting folder, All contracts → Legal folder, All receipts → Expenses folder
- AI learns your patterns: after a few documents, File Cabinet automatically routes new documents to the right folder without being told
- Drag and drop to reorganize anytime
- Sub-folders: nest as deep as you need
- Tags: add multiple tags to any document for cross-referencing
- Smart folders: auto-populate based on rules (e.g. Everything from 2026 or All documents mentioning [client name])
Examples of how businesses use it
- Case Files / {Client Name} / Pleadings, Discovery, Correspondence
- Billing / Invoices, Payments, Outstanding
- Court Filings / {Court} / {Case Number}
- Properties / {Address} / Inspections, Appraisals, Closing Docs, Photos
- Clients / {Client Name} / Contracts, Communications
- Transactions / Active, Closed, Pending
- Accounting / Invoices, Receipts, Bank Statements, Tax Returns
- HR / Employees / {Name}, Policies, Benefits
- Clients / {Client Name} / Contracts, Correspondence
- Operations / Licenses, Insurance, Permits
- Trust Documents / Agreement, Amendments, Certificates
- Beneficiaries / {Name} / K-1, Distributions, Personal Docs
- Properties / {Address} / Deeds, Insurance, Maintenance
- Tax / {Year} / Returns, Schedules, Correspondence
- Legal / Filings, Correspondence, Court Orders
- Bills / Utilities, Insurance, Medical, Subscriptions
- Financial / Bank Statements, Investments, Tax Returns
- Medical / Records, Insurance, Prescriptions
- Home / Warranty, Maintenance, Renovation
- Important / Birth Certificates, Social Security, Passport, Will
Your folders. Your rules. Your documents — organized by AI.
Who It's For
- Family Trusts — organize every trust document, tax filing, and beneficiary record
- Small Businesses — invoices, receipts, contracts, employee records, all in one place
- Law Firms — case files, court filings, correspondence, evidence management
- Real Estate — property documents, inspections, appraisals, closing documents
- Schools — student records, transcripts, compliance documents
- Medical Offices — patient records, billing, insurance documents
- Any business that touches paper
How It Works
Pricing
Add-on: Legal Bill Processing — $99/mo (auto-detects bills, creates setoff remedy packets, creditor research). All plans include: encrypted storage, smart search, expiration alerts, mobile access.
TrustBankOS Integration
If you're a TrustBankOS platform customer, File Cabinet can optionally connect to your departments for automatic routing. This is an add-on feature, not required.
Tell Us What You Need — We'll Build It
TrustBankOS is built by 263 AI agents. If we don't have what you need, we'll build it. Fast.