AI Organize looks over your files and offers to tidy them: a document in the wrong folder, one whose type looks wrong, one that appears to be a copy of another.

It proposes; it never acts. Nothing is moved, renamed or deleted until you approve that specific suggestion. A queue you can ignore for a month and come back to is the point.

What it looks at

It works from what it can see about a file — its name, the type it was given, the year, and the folders that client already has. It does not read the contents of your documents to do this.

That matters for how much to trust it. It is good at "this is sitting outside every folder while its client has folders" and at "these two files look like the same thing". It is not making a judgement about what is inside the page.

The kinds of suggestion

• Filing suggestions — a home for something sitting loose.
• Suspected misfiles — in a folder, but seemingly the wrong one.
• Duplicates — what look like two copies of one document.
• Uncertain types — the type on it is a guess it is not confident about.
• Never analyzed — files nothing has ever looked at.

Working the queue

1. Review a suggestion to see what it wants to do.
2. Approve to apply it, or Approve all ({count}) for a batch you have read.
3. Skip for now leaves it in the queue for another day.
4. Dismiss forever removes it and does not offer it again.

When it runs

It sweeps overnight. Scan now asks for a fresh look at your own firm, which is queued rather than instant — give it a few minutes rather than watching for it.

A scan covers a large slice of a client's documents rather than every file you have ever held, so an empty queue means "nothing obvious in what I looked at", not "your library is perfect".