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Product

Everything you need to collect, organize, and manage client documents — without the back-and-forth.

Design Your Requests

Build reusable templates that tell clients exactly what you need. Define sections, required documents, and instructions — then send the same polished request to every client.

  • Create once, reuse across all clients
  • Organize requests into clear sections
  • Clients see exactly what to upload

Track Every Client Request

Each folio is a living document request — see status at a glance, review submissions as they come in, and follow up on what's still outstanding.

  • Real-time progress tracking
  • Review and approve uploaded documents
  • Follow up on missing items in one click

Connect Your Tools

Import clients from your CRM, store completed files in your cloud storage, and send requests from your own email address. FolioReady fits into the tools you already use.

  • CRM sync for client data
  • Cloud storage for completed documents
  • Send from your own email domain

AI-Powered Document Classification

Uploaded documents are automatically identified and classified. FolioReady's AI reads each file and matches it to the right request — saving your team hours of manual sorting.

  • Automatic document type detection
  • Smart matching to open requests
  • Fewer manual steps for your team

Document Synopsis

Every uploaded file becomes a one-paragraph AI summary you can scan instead of read. Triage a stack of documents in seconds, focus on what matters, and skip what doesn't.

  • One-click AI summaries for any uploaded file
  • Optional focus prompt to target what you care about
  • Summaries feed directly into Folio Insights

Folio Insights

Ask questions of an entire folio in plain language. Insights reads every uploaded document, answers your questions, and proposes field updates — you review and accept with one click.

  • Conversational AI across all folio documents
  • Proposals for field updates you accept or reject
  • Real-time collaboration across your team

Email Ingestion

Clients who prefer email just send documents to a dedicated address. FolioReady creates the folio, stores the files, and identifies the sender — no portal login, no form to fill out.

  • Dedicated inbound email per template
  • Automatic folio creation from attachments
  • Pairs with AI extraction for hands-free processing

Automatic Reminders & Notifications

Clients get a clear request email, progress updates as they upload, and gentle reminders for anything still outstanding — all without you lifting a finger.

  • Branded request emails to clients
  • Progress updates on each upload
  • Scheduled reminders for missing items

Full Activity Timeline

Every action is logged — folio opens, file uploads, email deliveries, AI classifications. See the complete history of every client interaction in one place.

  • Complete audit trail for every folio
  • Track email delivery and opens
  • See exactly when files were uploaded

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