Open renamer

NameBatchAI workflow

Rename client intake documents with safer, clearer labels.

Rename client intake documents with client-safe labels for form type, date, status, department, and sequence.

Who this helps

law firms, clinics, agencies, consultants, and intake teams organizing uploaded client documents.

Naming rules

  • Use safe client labels
  • Add form or document type
  • Include date or status
  • Avoid unnecessary personal data

Filename examples

  • upload.pdf -> intake-client-a-consent-form-2026-07-001.pdf
  • scan2.jpg -> intake-client-a-id-copy-reviewed-002.jpg

Workflow

  • Upload intake files.
  • Choose legal or archive style.
  • Add safe client label, form type, and status rules.
  • Download renamed copies for review.

How it works

Upload a batch, choose the closest naming style, add a short instruction, review the AI suggestions, then download a renamed ZIP. Start with 10 files free; buy the $9 batch pass only after the preview shows that the naming pattern is useful for the full folder.

When the $9 batch pass makes sense

Use the paid pass when the free sample already saves review time, the folder has more than 10 files, and you need consistent renamed copies before upload, archive, or client handoff. Files stay in your browser, and every suggested filename should be reviewed before downloading the ZIP.

Payment and support

Paid batch passes are delivered by email after PayPal checkout. If a receipt or pass code needs review, the support form keeps the request attached to your order details.

Open support

Can I keep client identities private?

Yes. Use initials, internal IDs, or safe labels instead of sensitive personal details.

Is this compliance advice?

No. Review filenames against your organization's privacy and document-control rules.