FilesIT client communication, email filing and client portal software
FilesIT saves hours by filing Outlook 365 emails automatically into one secure client history. Synchronise calendar events with Outlook, create Teams meeting invitations, and organise custom information with configurable Additional Data screens.
Use departmental views for uncluttered screens and instant access to avoid chaos and confusion
Speed up work and project management so your team knows every deadline, every conversation, every important file
Get emails drafted by AI in seconds for intelligent replies and fewer typing errors
Keep actions, reminders, and client documents connected so important work is easier to find and complete
FilesIT: CRM and much more in one easy, affordable cloud system
£12.50
/ user / month
(+VAT)
Includes 50GB storage / user
Shared team visibility
Audit-ready client timeline
Set up in minutes. Keep Outlook 365 exactly as it is.
Everything centralised. Nothing lost.
Emails, SMS, documents, actions, and workflows - stored against the right client record for fast retrieval and consistent responses.
ISO 27001:2022 certified
FilesIT is provided by Logical Office Ltd, whose information security management system is certified to ISO 27001:2022—an internationally recognised standard for managing information securely.
Features built for busy teams
Turn client communication into structured, searchable intelligence across email, messaging, documents, and workflows.
See FilesIT in action
A quick walkthrough of automated filing and the client timeline view.
Start with email. Unify everything else.
FilesIT captures Outlook 365 emails into a clean client timeline, synchronises calendar events with Outlook, creates Teams meeting invitations, and keeps SMS, documents, custom data, actions, and workflows connected.
Included in your trial
Automatic Outlook 365 email filing
Outlook calendar synchronisation and Teams meeting invitations
SMS captured to the client timeline
Document handling and signing workflows
Tasks, reminders, and AI workflows
Configurable Additional Data screens
Audit logs and record-level change history
50GB storage per user
Common questions
Quick answers for teams comparing client communication, document signing, and workflow platforms.
What does FilesIT do?
FilesIT creates one secure client timeline for Outlook 365 email, SMS, documents, calendar events, actions, reminders, and workflows, with Teams invitations, configurable Additional Data screens, audit logs, and record-level change history.
Does FilesIT replace Outlook 365?
No. Your team can keep using Outlook 365 while FilesIT automatically captures incoming and outgoing email into the right client record.
How much does FilesIT cost?
FilesIT is GBP 12.50 per user per month plus VAT and includes 50GB storage per user.
Who is FilesIT for?
FilesIT is designed for busy client-facing teams, including accounting firms, legal teams, and professional services teams that need searchable client communication history.
Is FilesIT ISO 27001 certified?
Yes. FilesIT is provided by Logical Office Ltd, whose information security management system is certified to ISO 27001:2022 (Certificate No. 526802026).
Is FilesIT GDPR compliant?
FilesIT provides controls that support GDPR-aligned processes (access control, audit trails, retention support, and secure handling). Your GDPR compliance depends on how you configure and use the platform and your organisation’s policies.
Does FilesIT support e-signatures?
Yes. FilesIT includes ClientHub, which supports secure document signing with status tracking and audit evidence stored against the client timeline.
Can clients upload documents securely?
Yes. Clients can share and upload documents through ClientHub using controlled access, and documents are stored securely with an audit-friendly history.
Does FilesIT integrate with Outlook?
Yes. FilesIT supports automated Outlook 365 email filing so inbound and outbound messages can be captured into the right client timeline.
Does FilesIT integrate with Xero?
Yes. FilesIT integrates with Xero to sync contacts and keep client records aligned, reducing duplicate entry and admin.
Does FilesIT integrate with Sage?
Yes. FilesIT supports Sage integration so teams can bring Sage contacts into FilesIT and reduce switching between systems.
Does FilesIT integrate with QuickBooks?
Yes. FilesIT supports QuickBooks integration to keep client contact data up to date and consistent.
Contact us
Send a message to info@filesit.com
FilesIT is written and supported by Logical Office Ltd | Registered in the UK Company Number 03157537
VAT Registration Number GB740019765 | FilesIT is a registered Trade Mark.
info@filesit.com | +44 20 7482 7077
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