SolutionsLaw
Case files, filed by matterthe moment they arrive.
The Drive AI reads the matter name, the party and the document type off each filing, pleading and exhibit, and files it there — including the scanned ones, which is most of discovery.
Free to start
In short
How should a law firm organize case files and discovery documents?
Matter first, then document type, then date — because a matter is the unit everything in a firm is billed, staffed and argued around. The Drive AI reads the matter name or number, the document type and the date off each document and files it into that structure, so a motion emailed by opposing counsel and a scan of a produced exhibit both reach the right matter without a paralegal renaming them.
What a shared drive cannot do
- File a pleading or an exhibit under the right matter on its own, from the caption printed on it rather than the name it was saved with.
- Make thousands of scanned discovery pages searchable by what they say rather than by filename.
- Catch what arrives as an email attachment from opposing counsel, a client or a court notification service.
It does this where the documents already live: a browser extension puts The Drive AI inside Google Drive, OneDrive and Dropbox, and workflows can watch SharePoint, Gmail, Outlook, Slack or Teams. It runs alongside Clio, MyCase or PracticePanther rather than replacing them — those hold the matter record, the calendar and the billing, and this holds the documents behind them.
The problem
What costs you time
Case files everywhere
Documents scattered across email, court portals, desktop, and filing cabinets.
Finding that one exhibit
Spending hours searching for a specific document during trial prep.
Discovery chaos
Thousands of discovery documents with inconsistent naming and organization.
Service copies in an inbox
Filings and correspondence arriving as attachments that nobody files until the week of the hearing.
How it works
Set up once. It files from then on.
Connect where documents already land
The Google Drive, OneDrive, SharePoint or Dropbox the firm already uses, plus the inbox that receives filings and correspondence.
Describe the matter structure once
Matter, then document type, then date. Said in plain English rather than rebuilt as a folder tree for every new file opened.
Documents file themselves
Each arrival is read for the matter, type and date, then filed and named. Scanned pages are read with OCR so they are searchable.
Ask across the matter
"Which discovery documents mention the incident date?" — answered across everything in the matter, with the document each answer came from.
What you can ask
Questions, in your own words
- Find all NDAs with ABC Corporation
- Show me depositions mentioning the incident date
- What are the termination clauses in vendor contracts?
- Find all exhibits filed in Smith v. Jones
- Which contracts have non-compete clauses?
- Show discovery documents mentioning witness testimony
- Find all motions filed in the last 30 days
- What are the key terms in the merger agreement?
What it does
Built for how law works
Filed by Matter
Pleadings, correspondence, discovery and exhibits sort into the matter named in the caption, not the folder somebody had open.
Scanned Discovery Becomes Searchable
Thousands of scanned pages are read with OCR, so a production is searchable by what the documents say rather than by their filenames.
Rules for Every New File
Set the filing rules once, and every new document — from Gmail or Outlook, Slack or Teams, Google Drive, OneDrive, SharePoint or Dropbox — is organized by them without anyone touching it.
Works Where Your Files Already Are
A browser extension puts The Drive AI inside Google Drive, OneDrive and Dropbox, so a firm organizes and searches in place without migrating off its current storage.
Ask Across Contracts and Case Files
"Which of these agreements have a non-compete?" — answered across the set, with the clause and the document it came from.
Review Before It Files
Any rule can pause for a person to approve it, showing exactly what it is about to do before it does it. Nothing irreversible happens without a preview.
E-Signatures for Engagement and Releases
Send engagement letters, retainers and releases for signing. Signed copies file themselves under the matter.
Collect Documents From Clients
Send a client a link for the documents a matter needs. What comes back files under that matter rather than into an inbox.
Folder-Level Access Control
Access is set per folder, so a matter can be restricted to the people staffed on it.
For each role
What each person gets
Attorneys pull the exhibit, the filing or the clause during a call or in court, rather than asking somebody to find it and send it on.
Paralegals stop renaming and filing discovery by hand, because each document is read for the matter and type it announces on its own face.
Corporate Counsel ask what a set of agreements says about one clause, and get the answer with each contract it came from.
Partners see which matters are missing signed engagement letters or releases without asking anyone to check.
Law Firms keep one filing structure across every matter and every timekeeper, so covering someone else's file does not start with a search.
Solo Practitioners get a filing system that holds without the staff a filing system usually assumes.
Use cases
The jobs this actually does
Organize Case Files by Matter, Automatically
Every document belongs to a matter, and every matter has the same six folders. The filing is entirely predictable, which is exactly why nobody wants to be the one doing it.
scan0091.pdfNowak-v-Brant/Pleadings/2026-09-02-motion-to-compel.pdf
Make Scanned Discovery Searchable Instead of Just Stored
The production arrives as one PDF of four thousand scanned pages with no text layer, a filename of PROD0001.pdf, and a deposition in nine days.
PROD0001.pdfSmith v Jones/Discovery/2021-03-04-letter-harlan-to-okafor.pdf
Organize Contracts by Counterparty and Find a Clause Across All of Them
Someone asks which of your vendor agreements contain a non-compete. There are ninety of them, in four folders, and about a third are scans.
agreement.pdfNorthwind Logistics/2023-01-01-master-services-agreement.pdf
Guides
Read the full guide
Compared
Against filing it by hand
Automatic filing by matter
Discovery document OCR
Clause search across contracts
Natural language search
Multi-document Q&A
Works in your existing storage
Secure client sharing
Bank-level encryption
FAQ
Questions answered
- How should a law firm organize case files?
- Matter first, then document type — pleadings, correspondence, discovery, exhibits — then date, with each file named date-first in ISO form so a folder reads as the chronology of the matter. Keeping the structure identical across matters is what lets one timekeeper cover another's file without being walked through it.
- How is client confidentiality handled?
- Documents are encrypted with 256-bit AES, access is set per folder so a matter can be limited to the people staffed on it, and client data is not used to train AI models or shared with third parties. Whether a particular arrangement satisfies a firm's professional obligations is a question for the firm and its bar, not something a vendor can answer on its behalf.
- Does it support ethical walls?
- Not as a dedicated feature. Access is controlled at the folder level, which a firm can use to restrict a matter to a screened group, but there is no conflicts-checking system and no automatic screening tied to a conflicts database. A firm that needs formal ethical walls enforced by software should treat that as a requirement this does not meet.
- Does this replace Clio, MyCase or PracticePanther?
- No. Those hold the matter record, the calendar, the time entries and the billing. The Drive AI holds the documents behind them and makes them searchable, including scanned discovery. It runs alongside a case management system rather than standing in for one.
- Does a firm have to move its files?
- No. A browser extension puts The Drive AI inside Google Drive, OneDrive and Dropbox, so documents are organized, renamed and searched where they already sit. Workflows can also watch SharePoint, Gmail, Outlook, Slack and Teams. Nothing is migrated and existing links keep working.
- Can it handle scanned discovery productions?
- Yes. Scanned pages are read with OCR so a production becomes searchable by what the documents say. It does not apply Bates numbering or produce a load file — that is the job of a dedicated eDiscovery platform, and a large production with review and privilege logging belongs in one.
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Every document under the matter named on its face, the day it arrives.