Request a document from a client from inside the Intercom inbox — the FolioReady panel shows the contact's folios and sends a request from one of your templates, no tab-switching

Client form links no longer reveal anything on their own — an unverified visitor sees your branded form with every field empty, while a client who confirms a code sent to the address on their record sees their real details in full, read-only

The ready-made template catalog grew to 86 templates across tax, legal, real estate, healthcare, HR, lending, KYC/KYB, due diligence and more — browse, import in one click, and adjust to fit

Loose and emailed files are now read and sorted into the right named document slot automatically, document slots can accept a whole stack of files, and the client portal shows only your named checklist — with a one-click Unbind to fix any wrong match

The biggest templates update yet — a ready-made template catalog you can import in one click, one template that collects three ways (portal form, sent request, or email-in), named document checklists, and image styling to brand your forms

Sign in to FolioReady with your existing Google or Microsoft account — Login with Google or Microsoft, with your two-factor security carried over and identity-only access that never touches your email or files

A new client-level Event Timeline rolls up every event across all of a client's folios into one searchable feed, with a one-click filter by activity family (Folio, File, Notification, AI, Insight, Storage, CRM) and a Details link from each row to its folio

AI extraction now records what it found in every data-entry field even when the client already filled it — the folio detail view flags mismatches inline with a one-click Use AI value action, and the Sync to CRM button only activates when there's something new to push

Every common file format — Word, Excel, PowerPoint, OpenDocument, HTML, epub, and images — is now parsed into clean text the moment it lands, with two AI passes that cross-check each extracted field and parse status badges on every file

Paused AI tasks now resume from where they stopped — a Retry suspended AI button on the Usage page and a Retry AI Work button on each folio, with document synopsis joining the safety net