DeepSeek is now a directly supported BYO AI provider — paste in your DeepSeek key, pick from V4 flash or V4 pro, and route AI calls through your own DeepSeek account

Four plans, a free trial, a Usage dashboard with live credit and token meters, auto-reload, a monthly spend limit, and a BYO-key discount on Power and Max

Route AI calls through your own Anthropic or OpenAI account — encrypted keys, per-action scoping, and a new Company → Credentials area

Connect your HubSpot portal, import contacts from the Clients page, and map folio fields to HubSpot Contact and Deal properties

One-paragraph AI summaries of every uploaded file — generate on demand, focus the prompt, and triage from a status badge on the folio

Reassign a folio to a different client in a few clicks — files, data, and history all come along

Conversational AI on every folio — ask questions of uploaded documents and accept or reject structured field proposals

Collect client documents by email — dedicated addresses, AI client extraction, automatic folio creation

Route each AI action — builder, extraction, onboarding, insights, synopsis — to its own model for independent tuning of accuracy, cost, and latency

A proper add/remove list input with typed entries, min/max enforcement, and AI extraction that returns arrays