Turn one scanned packet into named, filed documents — in minutes, not an afternoon.
Your office scans a 60-page stack. SortLeaf finds every will, deed, disclosure and release inside it, names each one the way your firm names files, cleans up the pages and gives you back finished PDFs, ready to file.
Built for law firms. Files are deleted automatically after a few hours.
estate-signing-packet.pdf
52 scanned pages
- Trust, John Doe.pdfpages 1–22
- Certification of Trust, John Doe.pdfpages 23–25
- Will, John Doe.pdfpages 26–30
- Financial POA, John Doe.pdfpages 31–36
- HIPAA Release, John Doe.pdfpages 41–43
Splitting scans by hand is slow, and it's where mistakes creep in
- Someone pages through the whole packet to find where each document begins.
- Each piece is cut out, renamed to the firm's convention and dropped into the right folder.
- A missing signature page or a page in the wrong place is found weeks later, if at all.
SortLeaf does the paging, cutting and naming. Your team does the checking.
How it works
Four steps, one screen at a time
Upload
Drop in the scanned packet: PDF or images (TIFF, JPEG, PNG). Large scans are fine.
Separate
SortLeaf finds where each document starts and ends, using your firm's own rules: the titles you look for, page numbering ("page 1 of 4"), even the layout of forms you've taught it. Each document is named with your format: type, client name, date. You review the list. Rename, adjust a page range, or teach a new rule and check that document again in seconds.
Enhance
Straighten tilted pages, clean the background, crop the borders, put pages back in order, or switch to black and white for smaller files. A side-by-side preview shows the result first.
Done
Download each document, or everything as one ZIP, already in the folders your format sets. Then finish, and the files are deleted.
What it catches
It doesn't just split. It points out what needs a look.
Documents it isn't sure about
Each one comes with a plain-words reason, so you know where to look.
Empty signature and initial boxes
On the forms you've set up, so a missing signature is found before the file goes out. Turned on per firm.
Page gaps and overlaps
Pages that belong to no document, or to two, are shown before anything is made.
Pages that can't be read
They are marked "check this page" instead of stopping the whole packet.
You confirm the review once, and that confirmation is recorded.
Who it's for
Made for the packets law firms actually get
Estate planning
Trusts, wills, powers of attorney, HIPAA releases and directives, all from one signing packet.
Real estate
Contracts, addenda, disclosures, financing and tax pages from a closing packet.
Any practice with repeating forms
Set up the rules once, and every packet after that is faster.
Security and privacy
Built for client documents, with privacy as the default
Nothing is kept
A packet and everything made from it are deleted automatically after 4 hours, or straight away when you finish.
Your firm only
Each firm's documents are kept apart at the database level. One firm can never see another's files.
Encrypted
In transit and at rest.
Two-factor sign-in
Every person signs in with their own account and a second factor, with roles for firm admins and staff.
Business Associate Agreement
Your firm accepts our BAA in the app before the first upload.
Hosted in the United States
On Amazon Web Services.
No AI training on your documents
SortLeaf doesn't use your files to train anything.
Built to support your HIPAA obligations.
FAQ
Questions firms ask
Do I need to install anything?
No. SortLeaf runs in your browser.
What files can I upload?
PDFs and scanned images (TIFF, JPEG, PNG, BMP). One packet can be many files.
How does it know our document types?
You give it the titles and wording your documents use, once. When it meets something new, it suggests a name, and you can turn that into a rule with one click.
What if it splits something wrong?
You see every document before anything is made. Drag a page range, rename, merge or add a document. Nothing is final until you confirm.
Where do my files go?
You download them. SortLeaf doesn't keep copies. Files are deleted after a few hours, or as soon as you finish.
Can my whole office use it?
Yes. A firm admin invites staff, and each person signs in with their own account.
How much does it cost?
We're onboarding a small group of firms now. Book a demo, and we'll talk about what fits your volume.
See it on one of your own packets
Book a 30-minute demo. Bring a scanned packet (with names blacked out if you prefer), and watch it become filed documents.