# FilesIT

FilesIT is a secure client communication and work management platform from Logical Office Ltd. It helps teams file Outlook 365 email automatically, capture WhatsApp and SMS conversations, manage ClientHub document signing, track actions and reminders, use AI-assisted replies and workflows, and connect accounting systems such as Xero, Sage, and QuickBooks.

Canonical site: https://filesit.com/
Publisher: Logical Office Ltd
Contact: info@filesit.com
Phone: +44 20 7482 7077
Pricing: GBP 12.50 per user per month plus VAT, including 50GB storage per user.

## Primary Pages

- [FilesIT homepage](https://filesit.com/): overview, pricing, features, demo, and contact.
- [Automated Outlook 365 email filing](https://filesit.com/features/automated-outlook-365-email-filing/): automatic incoming and outgoing email capture into a searchable client timeline.
- [WhatsApp client communication tracking](https://filesit.com/features/whatsapp-client-communication-tracking/): WhatsApp messages stored alongside email, SMS, documents, and actions.
- [Business SMS tracking with Webex](https://filesit.com/features/sms-messaging-webex/): SMS communication centralised in the client record.
- [FilesIT ClientHub secure document signing portal](https://filesit.com/features/secure-document-signing-portal/): magic-link signing, optional passkeys, status tracking, signed PDFs, and audit trail.
- [Smart actions and reminders](https://filesit.com/features/smart-actions-and-reminders/): ownership, deadlines, follow-ups, and work visibility tied to client activity.
- [AI virtual assistant and AI replies](https://filesit.com/features/ai-virtual-assistant/): context-aware suggestions and drafted communications using client history.
- [AI workflow automation builder](https://filesit.com/features/ai-workflow-automation-builder/): no-code workflows for repeatable client processes.
- [AI template builder](https://filesit.com/features/ai-template-builder/): standardised, personalised communication templates.
- [Departmental views and access control](https://filesit.com/features/departmental-views-access-control/): department-focused screens, access control, and clear ownership.
- [Xero live sync integration](https://filesit.com/integrations/xero-live-sync/): contact synchronisation and cleaner client records.
- [Sage integration](https://filesit.com/integrations/sage/): centralised client records and reduced system switching.
- [QuickBooks integration](https://filesit.com/integrations/quickbooks/): contact synchronisation and consistent client data.
- [FilesIT for accounting firms](https://filesit.com/industries/accounting-firms/): client communication, filing, workflows, and accounting integrations for accountancy teams.
- [FilesIT for legal teams](https://filesit.com/industries/legal-teams/): audit-ready client timelines, document signing, and team continuity.

## Core Facts

- FilesIT is a web application for teams that need shared client communication history.
- FilesIT keeps Outlook 365 email, WhatsApp, SMS, documents, actions, reminders, and workflows in a secure client timeline.
- FilesIT includes ClientHub for document signing with magic links, signer portal access, status tracking, and audit history.
- FilesIT supports accounting integrations with Xero, Sage, and QuickBooks.
- FilesIT offers AI-assisted replies, templates, workflow automation, and a virtual assistant.
- FilesIT public marketing pages are indexable. Login, portal, admin, app, and user-content routes are not public marketing content.