Free trial

Unified client timeline

Secure & audit-ready

Intelligent client communication & automation

FilesIT brings Outlook 365 email, WhatsApp, SMS, documents, accounting integrations, tasks, and AI workflows into one secure, searchable client timeline. No manual filing. No rules to maintain. No lost conversations.

Centralise email, WhatsApp, SMS, and documents against the right client

Create a full audit-ready communication trail across your team

Automate follow-ups, reminders, and repeatable processes with workflows

Respond faster with AI-assisted insights and drafted communications

Start your free trial Log in

Ideal for accounting firms, legal teams, and service-based businesses managing high-volume client communication.

Pricing

£12.50

/ user / month

(+VAT)

Includes 50GB storage / user

Shared team visibility

Audit-ready client timeline

Start free trial

Set up in minutes. Keep Outlook 365 exactly as it is.

Everything centralised. Nothing lost.

Emails, WhatsApp, SMS, documents, actions, and workflows - stored against the right client record for fast retrieval and consistent responses.

Features built for busy teams

Turn client communication into structured, searchable intelligence across email, messaging, documents, and workflows.

Automated Outlook 365 Email Filing

Build a shared client timeline with every inbound and outbound email automatically stored.

WhatsApp Tracking

Log WhatsApp messages into the client timeline for consistent, controlled oversight.

SMS Messaging (Webex)

Centralise SMS communication and keep messages visible against the right client record.

Secure Signing (MyDocSafe)

Send, track, and store signed documents with a clear audit trail.

Accounting Integrations

Connect Xero, Sage, and QuickBooks to keep client records aligned and reduce admin.

Smart Actions & Reminders

Never miss a deadline or follow-up with structured tasks tied to client activity.

AI Assistant & Replies

Get context-aware suggestions and drafted communications from client history.

Departments & Access Control

Keep teams focused with departmental views and structured ownership.

See FilesIT in action

A quick walkthrough of automated filing and the client timeline view.

Watch on YouTube

Start with email. Unify everything else.

FilesIT captures Outlook 365 emails into a clean client timeline, then unifies WhatsApp, SMS, documents, accounting contacts, actions, and AI workflows so nothing is siloed.

Start free trial Contact sales

Included in your trial

Automatic Outlook 365 email filing

WhatsApp and SMS captured to the client timeline

Document handling and signing workflows

Tasks, reminders, and AI workflows

50GB storage per user

Contact us

Send a message to info@filesit.com

FILESIT is written and supported by Logical Office Ltd | Registered in the UK Company Number 0353573

VAT Registration Number GB740019765 | FILESIT is a registered Trade Mark.

info@filesit.com | +44 20 7482 7077

Intelligent client communication.css-fzc344{color:#AF3071;} & automation