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Stop Chasing Clients for Documents

An AI agent that handles it for you.

14 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 via email, embed the form on your website, or connect through your CRM.

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 your Google Drive or Dropbox. 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	Live portal — clients see what's done, what's missing
Follow-ups	You write and schedule reminders	AI agent chases on your behalf
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	Auto-filed to Drive, Dropbox, or OneDrive, sorted by client
CRM updates	Manual copy-paste into the CRM	AI syncs to HubSpot, Salesforce, and Pipedrive

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 — invoices, contracts, 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.