What is the File Box Tracker?

A simple register that records what client paperwork lives where — physical box, drawer, or cloud folder — so you can locate any document in seconds.

Is it a document storage system?

No. It's an index. Documents stay where they are; the tracker just tells you which file box, year, and shelf.

Can the whole team access it?

Yes. All team members on your subscription see the same tracker and any updates sync immediately.

← All tools

Practice tool · client paperwork

File Box Tracker

Stop hunting for paperwork. Configure how your practice labels and stores boxes, then look up any client's box — with location and notes — in one click.

Open the tracker See pricing

3-day free trial · cancel anytime

Box A-14 · Main office

3 clients · 2022/23–2024/25

Smith & Co Ltd — section A · SA & CT papers

Jones Joinery — section B · VAT records

Riverside Café Ltd — section C · payroll

See it in 30 seconds

Configure your label scheme, register a box with multiple clients, then look anyone up in one search.

Configured to your firm

Numeric, alphanumeric, year-prefixed or custom labels — pick what matches the boxes on your shelf.

Multiple locations

Track main office, off-site storage and archive units side by side.

Shared or single-client boxes

Tell us how you store and we'll model boxes that hold one client or many.

Instant lookup

Search by client, box label or location and get the answer immediately.

A quick tour

Three short steps from shelf setup to instant client-file lookup.

Step 1

Configure your storage system

Pick the label structure, locations and whether boxes can hold multiple clients before your team starts registering boxes.

Label scheme selection
Multiple locations
Archive and off-site storage support
Shared boxes toggle

File Box Tracker configuration screen with label scheme, locations and shared boxes settings.

Step 2

Register each box

Add the box label, set the location and attach the clients inside it so nothing ends up trapped in someone's memory.

Box label field
Location dropdown
Multi-client box contents
Notes area for context

Register box screen with box label, location, client list and notes field.

Step 3

Find any file instantly

Search by client name and the matching box, location and notes appear straight away for the team.

Fast client-name search
Single clear result card
Box label shown prominently
Location and contents summary

File Box Tracker search screen with Smith & Co query and Box A-14 result.

Frequently asked questions

Quick answers on rates, rules and what's included.