# FolioReady

Document collection software

## Product

- [Product overview](/product): The portal, forms, AI document extraction, reminders, and CRM integrations.
- [Pricing](/pricing): Simple, usage-based pricing. Every feature on every plan.

## Support

- [Less Annoying CRM](/llms/support/lacrm): Import contacts, write folio data onto custom fields, and mirror collected documents onto the contact
- [Attio](/llms/support/attio): Import Attio people and write folio data onto the attributes of any record you file against
- [Webhooks](/llms/support/webhooks): Get notified the moment something happens in a folio — payloads, signatures, retries, and how to verify.
- [Webhooks: Folio Events](/llms/support/webhooks-folio-events): Events fired when a folio is opened, submitted, updated, accepted, expired, or closed — with example payloads.
- [Webhooks: File Events](/llms/support/webhooks-file-events): Events fired when files are added to or removed from a folio — with example payloads.
- [Webhooks: Notification Events](/llms/support/webhooks-notification-events): Events fired when a notification is sent to the client — with example payloads.
- [HubSpot](/llms/support/hubspot): Import HubSpot contacts and write folio data onto Contact and Deal properties
- [Spreadsheet](/llms/support/spreadsheet): Import and export contacts and folio data via CSV and Excel files
- [Squarespace](/llms/support/squarespace): Embed FolioReady on your Squarespace website with a simple code snippet
- [Intercom](/llms/support/intercom): Sync clients to Intercom and send folio emails through Intercom messaging
- [Salesforce](/llms/support/salesforce): Sync contacts, track document collection, and log activity in Salesforce
- [Pipedrive](/llms/support/pipedrive): Sync contacts, track document collection, and log activity in Pipedrive
- [Wix](/llms/support/wix): Embed document collection forms directly on your Wix website
- [WordPress](/llms/support/wordpress): Embed FolioReady on your WordPress website with the official block plugin
- [Ghost](/llms/support/ghost): Embed FolioReady on your Ghost website with a simple code snippet
- [Dropbox](/llms/support/dropbox): Store client files in your Dropbox with managed access
- [Google Gmail](/llms/support/google_gmail): Send folio notifications from your Gmail account
- [Google Drive](/llms/support/google_drive): Automatically store client files in your Google Drive

## Feature Spotlight

- [Document Requests in the Intercom Inbox](/llms/feature/intercom-inbox-app): 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
- [Portal Email Verification](/llms/feature/portal-email-verification): 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
- [Industry Starter Templates](/llms/feature/industry-starter-templates): 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
- [Document Checklists](/llms/feature/document-checklists): 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 with Google or Microsoft](/llms/feature/google-microsoft-sign-in): 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
- [Client Event Timeline](/llms/feature/client-event-timeline): 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
- [Protected Template Title Field](/llms/feature/template-title-field): 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 Value Reconcile](/llms/feature/ai-value-reconcile): 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 accepting the AI's value sends the correction to your CRM in the same step
- [Document AI Reader](/llms/feature/document-ai-reader): 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
- [Manager Usage Dashboard](/llms/feature/manager-usage-dashboard): Live documents and tokens meters, auto-reload per ledger, a monthly spend cap, and a recent-activity feed — all under Account Details → Usage
- [Bring Your Own AI Keys](/llms/feature/byo-ai-keys): Route AI calls through your own Anthropic or OpenAI account — your billing, your model choices, with per-action overrides
- [Document Synopsis](/llms/feature/document-synopsis): One-paragraph AI summaries of every uploaded file — triage at a glance, with optional focus prompts and on-demand regeneration
- [Folio Insights](/llms/feature/folio-insights): Ask questions of a folio's documents in plain language — the AI reads every file and proposes field updates you accept or reject
- [Move Folios Between Clients](/llms/feature/client-move): Reassign a folio to a different client without losing files, data, or history
- [Email Ingestion](/llms/feature/email-ingestion): Collect client documents by email — clients send attachments, FolioReady creates the folio
- [AI Automation](/llms/feature/ai-automation): Automatically extract data from uploaded documents with AI
- [File Storage Integrations](/llms/feature/file-storage-integrations): Automatically store client files in your cloud storage provider

## Journeys

- [Connect Attio and stop being the sync](/llms/journey/attio-connect): Your people live in Attio, your folios in FolioReady, and you're the copy-paste between them — one authorization ends that, with CRM sync running from the first minute.
- [Send a document request without leaving Attio](/llms/journey/attio-panel): You live in Attio all day — FolioReady's widgets on your Person and Deal records let you link a client, check where their folios stand, and send a new request without opening another tab.
- [Let completed folios file themselves in Attio](/llms/journey/attio-file-mirror): Flip one storage setting and stop playing courier — every completed folio's files land in a FolioReady folder on the linked Attio Person record, no download and no re-upload.
- [Onboard a new client without the back-and-forth](/llms/journey/client-onboarding): Olivia Park gives you five minutes and skips half the form — AI fills the gaps from her photo ID, and her file is verified and CRM-ready before the kickoff call.
- [Get an engagement letter signed the same day](/llms/journey/engagement-letter): Maria Santos signs her engagement letter at the departure gate — the reminder did the chasing, the browser did the signing, and the record keeps itself.
- [Collect a complete tax file on the first pass](/llms/journey/individual-tax-organizer): Follow Marcus Bell's tax season — a filing questionnaire plus a named checklist, with AI reading every W-2, 1099, and emailed straggler as it arrives.
- [Close the books without chasing statements](/llms/journey/monthly-bookkeeping): Priya Shah forwards one email a quarter — AI files the statements, extracts the totals, and her bookkeeper closes the books from a folio, not an inbox.

## Videos

- [Documents in, Attio records out](/llms/video/attio-documents-in-records-out): Connect Attio, map a template's fields to attributes once, and every completed folio writes its values, notes and files onto the matching Attio record.
- [Request documents without leaving Attio](/llms/video/attio-request-documents): Add the FolioReady widget to an Attio person record, ask for the documents from there, and let AI fill the record when they arrive.
- [Less Annoying CRM, filled from documents](/llms/video/lacrm-filled-from-documents): Connect Less Annoying CRM with a pasted API key, map a template's fields to contact custom fields once, and watch three uploaded documents fill sixteen fields on the contact.
- [Single sign-on: log in with Google or Microsoft](/llms/video/single-sign-on): A one-minute walkthrough of signing in to FolioReady with Google or Microsoft — no password ever shared, and nothing extra to set up.

## Getting Started

- [Person or Deal: Where Should a Folio File?](/llms/guide/person-or-deal): Choosing which CRM record a template's folios file against — the client, or a specific deal
- [How Tokens, Documents, and Storage Work](/llms/guide/how-tokens-work): What counts as a token, what counts as a document, how storage is metered, what each plan includes, and what happens when you run out — with overage rates and how auto-reload and the spend limit interact
- [Plugging In Your Own AI Account](/llms/guide/plugging-in-your-own-ai-account): Decide whether to route AI calls through your own Anthropic or OpenAI account — or stay on FolioReady's shared provider
- [Email Ingestion or Portal Forms?](/llms/guide/email-ingestion-vs-portal-forms): Choose the right collection method based on your clients and document types
- [What Templates Do I Need?](/llms/guide/what-templates-do-i-need): Audit your workflows and figure out which templates to build first
- [Can I Import My Client List?](/llms/guide/can-i-import-my-client-list): Decide between spreadsheet import, CRM sync, or manual entry
- [Single-Page or Multi-Step Forms?](/llms/guide/single-page-or-multi-step-forms): Choose the right form layout based on complexity and client experience
- [Should I Connect My CRM?](/llms/guide/should-i-connect-my-crm): Whether to connect Pipedrive, Salesforce, Intercom, Attio, or HubSpot — or skip the CRM entirely
- [Where Should My Files Live?](/llms/guide/where-should-my-files-live): Choose between FolioReady storage and cloud drive integrations
- [Is AI Extraction Worth It for My Documents?](/llms/guide/is-ai-extraction-worth-it): Figure out whether automatic field extraction makes sense for your document types
- [How Should I Set Up Email Notifications?](/llms/guide/how-should-i-set-up-email-notifications): Pick the right email sender for your client notifications
- [Embedding Forms on Your Website](/llms/guide/embedding-forms-on-your-website): Decide between portal links and embedded forms for collecting documents
- [Designing Your First Template](/llms/guide/designing-your-first-template): Think through field types, sections, and the AI builder before you start building
- [Planning Your Reminder Strategy](/llms/guide/planning-your-reminder-strategy): Decide how many reminders, how often, and when to stop following up

## Articles & Blog Posts

- [Why FolioReady Is Perfect for AI Consultants](/llms/article/folioready-for-ai-consultants): A finished AI document product with BYO keys, per-action model overrides, and transparent token-and-credit usage — deploy it on a client engagement in an hour, uninstall it cleanly when you're done
- [Every Support Request Is Answered by a Human](/llms/article/support-is-human): Our commitment: a human reads every message, no ticket queues, no scripted AI agent — you reach an engineer who can actually fix things