Stop Chasing Clients for Documents
Send a request once. FolioReady reminds clients, sorts what they upload and pulls out the data.
30 days free, no credit card required
Replace the email chains, spreadsheet checklists, and manual follow-ups you use to gather client documents. Send a link: clients see what's needed, upload on their own time, and files land organized and ready.
How It Works
Four steps from request to completion.
1. Design Your Request
Build a template with the documents and information you need from your client.
Add sections, set required fields, and write clear instructions so your clients know exactly what to provide.
2. Send It to Your Client
Share a link by email, embed the form on your website, or connect through your CRM. Clients can also forward documents straight to the template's own email address.
Your client sees exactly what's needed and uploads documents at their own pace.
3. Track and Collect
See submissions arrive in real time. FolioReady sends automatic reminders for missing items.
Files sync to Google Drive, Dropbox or your CRM. You always know what's in and what's outstanding.
4. AI Does the Heavy Lifting
Uploaded files are automatically classified and matched to the right request. AI-generated summaries let you triage documents in seconds without opening them.
Ask questions of an entire folio in plain language and get answers pulled straight from the documents, plus concrete suggestions for filling in fields.
Built for Teams That Collect Client Documents
Accounting & Bookkeeping
- Tax returns
- Receipts
- Financial statements
Legal
- Signed agreements
- Identification
- Case documents
Financial Advisory
- KYC documents
- Compliance forms
- Portfolio paperwork
Insurance
- Claims evidence
- Policy documents
- Application forms
Mortgage & Lending
- Income verification
- Bank statements
- Property documents
HR & Recruitment
- Onboarding paperwork
- Certifications
- Background checks
What Changes When You Switch
| With Email | With FolioReady | |
|---|---|---|
| Document checklist | Attached PDF or bulleted list | A live portal showing what's done and what's missing |
| Follow-ups | You write and schedule reminders | Reminders go out on the schedule you set |
| Document review | Open each PDF, skim, take notes | AI reviews quality, flags missing or invalid items |
| Data extraction | Copy-paste fields into forms and records | AI extracts fields, dates, amounts on arrival |
| File organization | Download, rename, drag to folder | Filed to Drive, Dropbox or OneDrive, sorted by client |
| CRM updates | Manual copy-paste into the CRM | Syncs to Pipedrive, Attio, HubSpot and Intercom |
| AI assistants | Paste documents into a chat one at a time | Ask ChatGPT or Claude who still owes documents |
Why FolioReady
Everything you need to collect client documents without the back-and-forth.
No More Email Chains
Stop digging through inboxes for attachments. Send your client a FolioReady link and every document lands in one organized place.
Documents Sorted Automatically
Uploaded files are classified by type, such as invoices, contracts and ID documents, without manual filing. AI handles the categorization so you don't have to.
Clients Know Exactly What to Do
Your clients see a clear checklist of what you need, what they've submitted, and what's still missing. No back-and-forth emails asking what's outstanding.
Summaries Instead of Page Turns
Document Synopsis gives you a one-paragraph AI summary of every uploaded file. Triage a stack of documents at a glance, then dive into only the ones that need your attention.
Automatic Reminders
FolioReady follows up so you don't have to. Set reminder intervals and let the system chase missing documents on your behalf.
Ask Your Documents Anything
Folio Insights lets you ask questions of an entire folio in plain language. Get answers from the documents, plus proposals to update fields, without opening a single file.
Files Where You Need Them
Submissions sync to your Google Drive or Dropbox automatically, organized by client. No manual downloading or folder management.
Collect by Email, No Portal Required
Clients who prefer email just send documents to a dedicated address. FolioReady creates the folio, stores the files, and notifies you. No login or portal needed.
Work From ChatGPT or Claude
Your team connects ChatGPT or Claude by signing in, then asks who still owes documents, sends a request or reads what a client submitted without leaving the chat.
AI on Your Own Account
Add your Anthropic or OpenAI key and every document FolioReady reads runs through your account, with a model chosen for each action and the cost shown in dollars.
Simple, Transparent Pricing
Plans from $19 a month, with every feature on every plan. Start with a 30-day free trial. No credit card required.
Human support, not a ticket queue
Every support request is answered by a person: an engineer or a founder who can actually fix what's wrong. We use AI as a tool, never as a stand-in.
Frequently Asked Questions
For Consultants: Set It Up for Your Clients
We work with a small group of AI and automation consultants who set FolioReady up for the businesses they serve. Tell us about a client you'd build this for and we'll get you started.
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A free account
Build and test templates for your clients at no cost to you.
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A demo account to show
Walk a client through a finished setup in your discovery call.
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A direct line to a founder
Questions about a client's setup go straight to the people who build FolioReady.
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A referral share
Agreed with you directly when your first client signs up.
Ready to get started?
Start collecting documents in minutes.
No credit card required.