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AI Now Catches Client Typos Against the Source Documents

Until this release, the moment a client typed an answer into a folio field, the AI went quiet on that field — extraction skipped anything already filled. A typo against the source policy PDF or bank statement was invisible unless somebody noticed it manually. With AI Value Reconcile, the AI now reads every data-entry field every time and records its discovery alongside the client's answer. If the two disagree, the folio detail view flags it inline — one click reconciles it, and the Sync to CRM button stays inactive until there's actually something new to send.

What's New

An inline mismatch indicator on every AI field

Open any folio's detail view and AI fields whose client value and AI discovery disagree now show a panel directly under the field: the value the client typed, the value the AI pulled from the documents, and the filename the AI read it from. Matching values stay clean — the indicator only appears when there's an actual difference to look at.

A folio with two mismatched AI fields. Period and Bank Account Last 4 match — they show the client's answer with no indicator. Total Amount and Document Type show the inline panel with the AI's value and a one-click action.

A one-click "Use AI value" action

Each mismatch panel carries a Use AI value button. Click it and the AI's discovery copies into the field, the mismatch indicator disappears, and the field is yours to sync onward — no opening the source document, no copy-paste. The accompanying Edit link still works for the cases where neither value is quite right.

The Sync to CRM button only fires when there's something new

The manual Sync button on a folio's detail page is now gated on section freshness. Once your CRM has received everything from a section, the button goes inactive. Edit a field, accept an AI value, or add a file that re-runs extraction, and the button becomes active again because there's a real change to push. No more wondering whether your last click actually changed anything.

A confirmation dialog before anything goes to your CRM

Clicking Sync now opens a short confirmation dialog that names your CRM and itemises what's about to be sent — sections of field data plus any document summaries that haven't been pushed yet. That second line matters whenever your account has CRM auto-sync turned off: every synopsis the AI Reader produced has been waiting locally, and a single confirmed Sync pushes them all out alongside your field updates. The dialog is also a useful catch-all — you see exactly what your CRM is about to receive before the request fires.

Client intent stays the source of truth

The AI never overwrites what the client typed. Its discovery sits next to the client's answer as a second opinion, not a replacement. The value the folio exports, sends to a CRM, or merges into a document is still whatever the client typed — until you explicitly accept the AI's value. You decide per field whether the typo is worth fixing.

Works on every existing folio without a migration

Folios you completed before this release see no change — fields with only a client answer behave exactly as they always have. The mismatch panel only renders where the AI actually has a discovery to compare against, so the manager UI stays uncluttered on historical work.

How to Use It

  1. Upload documents to a folio section the way you always have — via the client portal, the manager upload modal, or by email.
  2. Open the folio's detail view once AI has processed the files. Look for the inline mismatch panel beneath any AI field where the client's answer and the AI's discovery differ.
  3. Click Use AI value to accept the AI's discovery, or click Edit to type a corrected value of your own.
  4. When you're satisfied with the section's answers, click Sync to CRM. A confirmation dialog tells you exactly what will be sent — field data per section plus any document summaries that haven't been pushed yet. Confirm to fire everything in one shot. The button is active only when there are unsynced changes; if it's inactive, your CRM is already up to date.
💡 Worth knowing

Editing a field clears the mismatch panel even if your edit doesn't exactly match either the client's original answer or the AI's discovery. FolioReady trusts your latest decision — if you've touched the field manually, the mismatch is considered resolved.

What's Improved

  • Re-extractions now reflect the latest discovery. Adding a new file or editing a template prompt re-runs AI extraction across the section. Each field's AI value is replaced — including being cleared back to nothing if the new pass can't find it. You won't see stale AI suggestions sitting next to fresh evidence.
  • Sync timestamps under the hood. Every section now tracks when it was last synced to your CRM, so the Sync button's gating is accurate to the field — not the folio. Multi-section folios with one stale section and one fresh section behave correctly.
  • Display, export, and CRM sync all use the same rule. The value that shows on the manager UI, exports to PDF, and gets pushed to your CRM is always the client's answer if they typed one, falling back to the AI's discovery otherwise. One coalesce rule, used everywhere, so there's no scenario where the CRM sees a different value than the manager sees.