For law firms and legal teams

Rename legal documents by matter, date, and type

Zush reads pleadings, contracts, correspondence, discovery, and scans, then gives them consistent, searchable filenames. Use it with existing folders, shared drives, and DMS exports on Mac or Windows.

  • Works with your existing folders
  • Offline AI for confidential files
  • Preview before every rename

Legal file organization

Zush helps legal teams organize the documents that live before, beside, and outside a formal document management system.

  • Solo attorney discussing a case file with a client in a private office

    Small firms working from shared folders

    Keep case files understandable across Finder, File Explorer, OneDrive, Dropbox, or a network drive without buying another document repository.

  • Paralegal scanning incoming case documents at a law firm

    Litigation and paralegal teams

    Turn downloaded pleadings, productions, exhibits, correspondence, and scanner output into a chronological matter folder before filing or review.

  • Legal operations specialist reviewing matter documents beside a laptop

    Legal ops and DMS administrators

    Standardize filenames at intake, migration, and export so documents keep their context when they move between systems or leave the DMS.

Extract the client or matter number, document date, type, party, court, status, and version already inside each file. Your Template decides what appears in the filename and in which order.

Tap a field to see the result

document (7).pdf2026-0142 – 2026-06-12 – Discovery Order

Your Template decides which fields appear in the filename. Run the extraction locally with Offline AI, or through the provider account your firm controls with BYOK.

Choose local processing, your firm’s approved AI provider, or Zush-managed AI based on the documents in the workflow. The source files stay where your team already keeps them.

Offline AI with local models

Keep files on the machine

Organize supported case files with local Ollama models on the Mac or Windows PC where they are stored. Document content is not sent to Zush or an AI provider.

Use your firm’s AI account

BYOK

Connect the AI provider account and model approved by your firm. The API key stays in secure local storage, while the provider processes the documents you choose.

Start with managed AI

Fastest setup

Use Zush-managed AI for non-confidential documents and quick evaluation. Choose Offline AI or BYOK when client files require a different processing policy.

Zush never becomes the repository for your case files: it renames documents in place and does not store them. Your firm chooses how document content is processed for each workflow. Read how the modes handle data

Use Zush as the naming layer between email, court downloads, scanners, shared folders, and your legal document management system.

  1. Define the matter naming rule

    Build a Template from the client or matter number, document date, type, party, status, version, and any field your practice uses.

  2. Run it on intake or an archive

    Organize a copied case folder, downloaded filings, scanner output, or a DMS export without moving the documents into a new platform.

  3. Approve the matter-ready filenames

    Review the whole batch, correct exceptions, and apply it with rename history. Then monitor recurring intake folders with the same rule.

Works with cloud folders

  • iCloud Drive
  • Google Drive
  • Dropbox
  • OneDrive
  • Box

Create separate naming rules for litigation, transactional work, discovery, and client intake while keeping a consistent matter-based structure across the firm.

Court filings

Name complaints, answers, motions, orders, notices, and e-filing receipts by matter, date, document type, and venue.

2026-0142 – 2026-05-29 – Answer – SDNY.pdf

Contracts and agreements

Keep drafts, redlines, clean copies, and executed agreements distinct across clients and counterparties.

Northwind – NDA – Meridian – Executed – 2026-06-01.pdf

Correspondence

Organize demand letters, client letters, and communications with opposing counsel in chronological order.

2026-0142 – 2026-06-10 – Demand Letter – v03.docx

Discovery and exhibits

Name productions, responses, exhibit sets, deposition materials, and evidence scans by matter-specific fields.

2026-0158 – 2026-06-11 – Exhibit B – Invoice Set.pdf

Internal work product

Apply the same convention to research, interview notes, strategy memos, and deposition preparation files.

2026-0142 – 2026-06-12 – Memo – Deposition Prep.docx

Scanner output

Turn image-only PDFs and paper correspondence with generic source names into searchable matter files.

2026-0158 – 2026-06-13 – Correspondence – Counsel.pdf

The goal is not prettier filenames. It is a case file that remains understandable wherever the documents go.

Find the right document before opening it

Matter number, document type, party, and status turn a folder listing into a useful index instead of a wall of downloads and scan numbers.

Read the case chronology at a glance

Put the document date in a consistent ISO format and the matter folder sorts into a timeline of filings, letters, agreements, and events.

Preserve context outside the DMS

Self-describing filenames remain useful in email attachments, client exports, shared drives, discovery sets, and closed-matter archives.

Choose your PRO plan

Monthly flexibility or one-time lifetime access. Both plans remove the rename limit across every AI mode.

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Flexible monthly plan

$10/month

Unlimited AI Renames

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Legal document organization, answered

How AI file organization works with matter folders, shared drives, legal document management software, confidential files, preview, and undo.

Organize documents by client and matter, then use a consistent filename built from the matter number, document date, document type, party, and version or status. This makes each folder searchable and chronological while keeping the convention portable across shared drives, exports, and document management systems.

Organize one copied case folder with Zush

Start with a matter folder full of downloads, drafts, and scans. Review the proposed filenames, refine the naming rule, and undo the batch if it needs another pass.

Free · No credit card required · macOS Sequoia+ · Windows 10+