AI File Cabinet keeps the agency's documents in drawers per department, with a file per client or project: briefs, signed MSAs and statements of work, brand guides, approved logo files, call recordings and photos from shoots. Each page is read and each recording transcribed; a strategist asks in plain words and lands on the proof at its page or second.
TRY AI FILE CABINET FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install


You talk. Lisa sets it up.
You“Create drawers for accounts, studio and finance, with a file per client inside each.”
Lisa“Done: accounts, studio and finance drawers are created with a file per client; studio staff can read accounts files but not edit them.”
Any setting, in any module · applied only on your yes
How Marketing Agencies use it
An account director asks which statement of work covered the spring campaign's usage rights and opens the clause at its page.
A strategist searches last year's kickoff recording for what the client said about their audience and jumps to that second.
Finance can read signed contracts but only the partners can edit them, set once per drawer.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
Available on its own or inside a solution · See pricing › · Per company, never per seat.
Everything AI File Cabinet does, for every business ›
Works withAI E-mailAI PhoneAI QuotingAI Web FormsAI Team Assistant
Questions & answers
Ask in plain words. AI File Cabinet reads every page and transcribes every recording you file, and opens the answer at its page or second, so a usage-rights clause or a client's comment in a kickoff is found in seconds.
Yes. Every drawer carries one right per person, read, add, edit or manage, so partners can own contracts while account managers only read them, and documents keep their versions.
Yes. Documents arrive by upload, phone scan, e-mail-in, ZIP import or filing from Mail and Phone, so a signed SOW sent by a client can be filed in that client's folder.
Keep exploring
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Marketing Agencies ›
Answers & books
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Helps your team
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Award-winning AI
REAL AI - the whole Front Office is AI, not old software with an AI button.
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