Document management for professional firms
Find any client file in seconds.
Search by client, amount, sender, document type or even text inside scanned PDFs.
Built for firms that handle other people's documents
The problem
Shared drives weren't built for client documents.
A folder tree any staffer can browse, contracts buried in inboxes, and no record of who opened what. For a firm that holds clients' financial, legal and personal files, that's a liability — not a filing system.
Folders & SharePoint
Everyone with access sees everything. No per-client boundaries, no per-document control.
Dropbox & drives
Sync sprawl and duplicate copies. No classification, no review state, no audit log.
Email attachments
The real "system of record" is someone's inbox. Files leave the firm and never come back.
PaperOrg Business
One encrypted vault. Filed by client, controlled per person, searchable in seconds, fully logged.
The product
A document system, not a drive.
Filed the moment it arrives.
Every upload is read, classified and filed by client and year — so by the time you search, it's already there. Stop opening folders to find one letter.
- Fast search across titles, senders, summaries and clients
- Filed automatically by client and year
- Duplicate copies flagged on upload
Control who sees what — down to a single document.
Staff see nothing until you grant it. Open a whole client, one folder, or a single file — and lock sensitive documents to partners only. Every grant is logged and instantly revocable.
- Default-deny — access is granted, never assumed
- Per-client, per-folder and per-document control
- Revoke access the day someone leaves
Built for your practice
One vault, every kind of firm.
The same system adapts to how your practice already works — by client, by matter, by policy, by property.
Accounting & fiduciary firms
File every client's books, invoices, VAT and tax returns by year — and hand juniors exactly the clients they work on.
- Drop a month of invoices; each is read and filed under the right client.
- Grant a bookkeeper one client; lock partner compensation to partners.
- Find last year's tax return before the client finishes their sentence.
Insurance agencies
Keep every policy, endorsement and claim file per client — and prove who accessed a claim, and when.
- Centralise policies and claims out of brokers' inboxes.
- Share a single claim document with an external adjuster — nothing else.
- Audit every access for compliance and disputes.
Law firms
Organise documents by matter, wall off conflicted teams, and keep privileged files locked and logged.
- Structure a matter folder per client with a few clicks.
- Restrict a matter to its team — an ethical wall by default.
- Retain a defensible record of every document and access.
Property managers
Hold leases, inspections, invoices and insurance per property — and give owners or contractors only their file.
- Organise a folder per building or owner.
- Share one lease or report with an owner; keep the rest private.
- Locate any contract or certificate on demand.
Security & compliance
Built to hold your clients' most sensitive files.
Security isn't a feature here — it's the foundation. Every safeguard a firm needs to store financial, legal and personal documents with confidence.
Encryption at rest
Every document is encrypted with authenticated encryption (XChaCha20-Poly1305) before it is stored — and every open is access-checked and logged.
Access control
Default-deny by design. Staff see only the clients, folders and documents you explicitly grant — revocable in one click.
Audit trail
Every upload, view, download, grant and change is recorded — who, what, when and from where.
GDPR & EU data residency
Documents and backups stay in the EU. Built for GDPR from the ground up — data minimisation, access logs, deletion on request.
Two-factor authentication
Every member signs in with a password and a one-time code from their authenticator app — prompted at every sign-in.
Encrypted, off-site backups
Nightly encrypted backups to EU object storage. Your firm's data is recoverable, never held hostage.
From the firms we're building with
What practices tell us.
Illustrative examples of what early-access firms are solving — real customer quotes will follow as the beta opens.
“We stopped emailing client files around the office. Everyone now opens the vault, sees only their clients, and we can prove exactly who looked at what.”
“Onboarding a new bookkeeper used to mean reshuffling folder permissions for a day. Now it's three clicks — and revoking access when someone leaves is instant.”
“Finding the right policy document during a claim took minutes of digging. Now it's a search. The audit trail alone was worth the switch.”
Questions firms ask
Everything you'd ask in the demo.
How is this different from SharePoint or a shared drive?
Shared drives grant access by folder — anyone with access browses everything. PaperOrg is default-deny: staff see nothing until you grant a specific client, folder or document. Add automatic classification, instant search across titles, senders, summaries and clients, locked files and a complete audit trail, and it stops being a drive and becomes a system.
Where is our data stored, and is it GDPR-compliant?
Documents and nightly backups are stored in the EU and encrypted at rest. The platform is built for GDPR — access logging, data minimisation, and deletion on request. We're happy to walk your DPO through the specifics in a demo.
Can we control access per client and per document?
Yes. Grant a whole client, a single folder, or one document — at view, contribute or manage level. Lock sensitive files (payroll, partner matters) so even staff with client access can't see them. Every grant is logged and revocable in one click.
What happens when a staff member leaves?
Revoke their grants and they immediately lose access to every document — including ones they uploaded. No leftover folder permissions, no files cached on a personal drive.
Can we migrate our existing documents?
Yes — drop in your existing files and they're classified and filed by client on arrival. We'll help larger firms plan a structured migration during onboarding.
Is there a free trial?
Yes. Start a free trial to set up your firm and try the full workflow, or book a demo and we'll tailor it to how your practice works.
Feedback
Do you have any ideas you would like to add?
Positive or negative, a small bug or a bigger workflow idea — send it straight to the PaperOrg Business team.
See PaperOrg Business on your own documents.
Book a 20-minute demo and we'll set it up around your firm — or start a free trial today.
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