FileFerret

Live

AI for your firm's documents — without your clients' files ever leaving your office

The problem Firms sit on years of client documents they cannot search by meaning — and sending those files to a cloud AI creates a vendor chain they must vet and certify.

How FileFerret solves it FileFerret runs private AI search across every document, image, audio, and video on an appliance in your own office, so staff find anything in seconds and client files never leave the network.

Status: Live and publicly reachable

About FileFerret

FileFerret is self-hosted AI document search and organization for professional firms — accounting and CPA practices, tax preparers, law offices, and the personal records of the families they serve. Staff ask plain-language questions and instantly find the right file across documents, scanned forms, images, audio, and video, with every answer linked back to its source. Because everything runs on the firm's own hardware, client files never leave the office: no cloud, no third-party AI. Work is organized into projects with notes and tags, so a tax return, a contract, or a household record is always one search away.

See it in action

The guided tour: two plain-language searches, results assembled into a matter, a question answered by AI on the appliance, and sensitive data flagged — narrated, about a minute.

A plain-language search returning ranked documents from the firm's own files, each scored for relevance, with the matching passage attached.

Picking the documents that matter out of a result set and adding them to a matter in one action.

The workspace: current matters and every past search stay in view, so returning to yesterday's work does not mean remembering it.

A matter assembled: the files it depends on, the notes staff left on them, and an export of the whole thing whenever it is wanted.

Asking a question across chosen collections and getting an answer drawn only from the firm's own documents.

Every indexed collection checked for personal information, privileged content and CUI markings — located down to the file, with the values themselves masked.

The daily view: recent matters, client workspaces, and everything indexed so far.

Screenshots

Private AI semantic search ranking documents, audio and notes by relevance to a plain-language query — each with a similarity score, all on an appliance in your own office.

A plain-language query resolving to ranked, scored results drawn from the firm’s own tax documents — with the collection, file type and match score on every row.

Ask a question across selected collections. Retrieval depth, keyword filters and a saved prompt library sit beside the answer.

Group the files a matter or engagement actually depends on into a project, with notes and tags kept alongside them.

Personal information, privileged content and CUI markings located across every indexed collection — down to the file, with the values themselves masked.

What you can do

Tax — find any client's return in seconds: a search for "Form 1040 refund" surfaces every filing, with the preparer's notes attached.
Accounting — pull a complete year-end engagement at once: financial statements, reconciliations, and workpapers from a single query.
Legal — catch contract risk early: surface every agreement that auto-renews and exactly what your team flagged.
Personal & family records — one organized picture of insurance, household documents, and estate planning.
Searches the words inside documents and scanned forms, the speech inside audio and video, and the files inside zip archives.

Open solution — FileFerret (opens in a new tab) Request a walkthrough of FileFerret Back to all solutions