Your files are named wrong. And your auditor will notice.
BetterAttach renames email attachments to your firm's standards before anyone saves them — automatically, at the source.
Join 40+ firms on the waitlist
Received
Saved as
The Problem
Your naming policy exists. Nobody follows it.
Every attachment saved from email becomes a compliance liability. Generic filenames break DMS indexing, derail audits, and make matter reconstruction nearly impossible.
Audit exposure you can't see
SEC 17a-4, FINRA 4511, and ABA Rule 1.15 require retrievable records. scan001.pdf fails that test.
DMS implementations that fail at intake
iManage and NetDocuments can't auto-profile documents with generic names. Bad filenames create manual remediation backlogs.
20–50 renames a day, per person
Paralegals and associates spend hours on mechanical renaming. That's billable time spent on admin.
How It Works
Three steps. Zero server uploads. Zero new habits.
Open your email in Outlook
BetterAttach appears in the task pane automatically when an email with attachments is selected.
See renamed attachments instantly
Your org's naming rules run locally. Each attachment shows its current name and the policy-compliant name side by side.
Save with the right name
Click Save. The file downloads with the correct name directly to your machine. Nothing touches our servers.
Features
Built for ops managers. Enforced across the entire firm.
Org-wide policy engine
Define naming templates once in the admin panel. Rules apply to every user, every email, every attachment — automatically.
Email-first enforcement
Most tools enforce naming inside the DMS. BetterAttach catches files at the moment they arrive, before bad names get saved anywhere.
Audit-ready rename log
Every rename is logged with the original filename, the applied rule, the user, and the timestamp. Export-ready for compliance review.
DMS-ready output
Pre-configured templates for iManage, NetDocuments, SharePoint, and custom folder structures. No post-processing required.
FAQ
Questions from ops managers like you.
Stop the rename tax. Join the waitlist.
Be among the first firms to enforce naming at the source. Early access members get locked pricing and white-glove onboarding.