Operations · Document management
Your naming standard used to slip by Wednesday. Now every document is named as it arrives.
Forty unlabeled PDFs arrive an hour before a filing, and each one is read, named and filed. Your staff reviews the folder instead of renaming scan_0473.pdf one file at a time.
What DilloLex does
- Reads every page. Scans, phone photos and image-only PDFs become searchable text, so the name comes from what the page says.
- Names each document. A file is named for its date and what it is, so a folder sorts itself and a document identifies itself when it is pulled out and emailed.
- Files it. Each document lands in your firm’s standard folder set, one folder per matter with the same subfolders inside every one.
- Flags what a person should see. Duplicates and bad scans go to your staff, not into the folder unmarked.
- Keeps your originals. Every original is kept as received.
The result is a folder you can read down: one clean name per document, the same way on every matter.
Why a standard slips
A convention is only as good as the discipline to follow it on the worst day. That is the day a client emails forty unlabeled PDFs an hour before a filing. The careful name gets skipped, the file goes in as document(3).pdf, and the standard dies one shortcut at a time. Naming at intake removes the shortcut.
Common questions
What does DilloLex name a document?
Each file is named for its date and what it is, from what the page says. A name like scan_0473.pdf stops being a name.
Does it rename files that are already in our folders?
DilloLex reads the folders the firm points it at and files new work into your firm’s standard folder set. It does not rename your existing files or change sharing permissions.
What about files that arrive later?
Files that arrive later are read, named and filed the same way, so the folder stays consistent on the worst day too.
Who checks the names?
Your staff. DilloLex proposes the name and your people accept it or change it. Scans it cannot read are flagged for a person.
Do client documents go to a cloud AI service?
No. The AI runs on the appliance in your office. Client documents are not sent to a cloud AI service.
What DilloLex does
A convention sticks when following it stops being a chore. DilloLex takes the renaming and the filing off your staff. Your people review the result.
- Reads every pageScans, phone photos and image-only PDFs become searchable text, so the name comes from what the page says.
- Names every documentEach file is named for its date and what it is. "scan_0473.pdf" stops being a name.
- Files itselfEach document is filed into your firm’s standard folder set.
- What comes after the namingA named, filed matter is the base for the rest: disclosures, discovery extracts, trial exhibits and the appellate appendix, built from the same file.
- Stays currentFiles that arrive later are read, named and filed the same way, so the convention holds on the worst day too.
The convention you already wrote down gets followed on every file, including the ones that land an hour before a deadline.