Fourteen industries, five starter templates each — fields, sections, and required flags pre-built, then AI-polished into your industry's language at sign-up

Live credits and tokens meters, auto-reload per currency, 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