What counts as a credit, what counts as a token, what each plan includes, and what happens when you run out — with overage rates and how auto-reload and the spend limit interact

Decide whether to route AI calls through your own Anthropic or OpenAI account — or stay on FolioReady's shared provider

Choose the right collection method based on your clients and document types

Audit your workflows and figure out which templates to build first

Decide between spreadsheet import, CRM sync, or manual entry

Choose the right form layout based on complexity and client experience

Whether to connect Pipedrive, Salesforce, or Intercom — or skip the CRM entirely

Choose between FolioReady storage and cloud drive integrations

Figure out whether automatic field extraction makes sense for your document types

Pick the right email sender for your client notifications

Decide between portal links and embedded forms for collecting documents

Think through field types, sections, and the AI builder before you start building

Decide how many reminders, how often, and when to stop following up