Getting started

The guides in the sidebar follow the same order the product does. Sign in when you are ready, or book a 30-minute walkthrough.

The four steps

1. Upload — drop in files, whole folders or ZIPs, unsorted and unrenamed.
2. Processing — Ordernize reads, classifies, extracts and files each document. You wait.
3. Accounts & owners — say what each name is and combine duplicate spellings. The step people skip. It decides which folder every document lands in.
4. Verify documents — check the extracted fields against the page and click Verify.

Then Export — Deliverables → Generate reports: the Inventory of Documents workbook, organized folders, a Bates-numbered set.

Start at Signing in if you have not opened a case yet.