Request a document from a client without leaving the Intercom conversation — the FolioReady panel shows the contact's folios and sends a request from one of your templates

Client forms open behind a verification step — anyone holding the link sees your branded form with no client data in it, while a client who confirms a code sent to their address on file sees their real details read-only

A catalog of 86 ready-made templates across seventeen industries and eighteen categories — filter to your practice, preview, and import a working form in a click, then edit it like any other template

Request the exact documents a client must provide as named, labelled slots — each required or optional, single-file or a whole stack — with a clean per-document checklist on the portal and AI that sorts emailed or loose files into the right slot

Sign in to FolioReady with the Google or Microsoft account you already use — no separate password, your existing two-factor security carried over, and identity-only access that never reads your email, files, or contacts

A client-level feed that combines every event across all of a client's folios — opens, uploads, AI extraction, CRM syncs, storage saves, and notifications — with a one-click family filter, search, and a Details link from each row to its folio

Every template carries a protected title field at the top of the first section that mirrors the template name in real time — the AI builder can't drop it, drag-and-drop can't move it, and you can hide it on the form when you don't want it shown

AI records what it finds in every data-entry field, even when the client already filled it — mismatches surface inline on the folio detail view, and the Sync button only fires when there's something new to push

Every common file format parsed and cross-checked before AI extraction and synopsis — Word, Excel, PowerPoint, OpenDocument, HTML, epub, and images all read end-to-end with parse status badges

Live documents and tokens meters, auto-reload per ledger, a monthly spend cap, and a recent-activity feed — all under Account Details → Usage

Route AI calls through your own Anthropic or OpenAI account — your billing, your model choices, with per-action overrides

One-paragraph AI summaries of every uploaded file — triage at a glance, with optional focus prompts and on-demand regeneration

Ask questions of a folio's documents in plain language — the AI reads every file and proposes field updates you accept or reject

Reassign a folio to a different client without losing files, data, or history

Collect client documents by email — clients send attachments, FolioReady creates the folio

Automatically extract data from uploaded documents with AI

Automatically store client files in your cloud storage provider