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supercharge your agentic research

a workspace that helps you analyze your documents with Claude Code

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VALUE

folio helps you analyze thousands of documents with agents. Categorize and label your files, extract structured data, ask questions and generate grounded reports that no AI chatbot can match.

Completely free

  • Bring your own OpenAI key.
  • We help you set up your own modal.com account for heavy operations.

Your data, private

  • Your data is never saved anywhere but your local computer.
  • Your own modal.com sees your data only in transit.

Integrated with your agents

  • Integrate with Claude, Cline and Cursor through MCP.
  • Export all your work to a csv file.

agentic analysis you can steer

Import your files and run a multi-step analysis pipeline powered by LLMs.

01

approve and edit the analysis pipeline

enrichment panel animation
02

scale your evaluation to hundreds of files

03

build accurate & grounded reports

Please take all the documents that are tagged withmeta-study, pull out thesummary sections and create one master list of all the factors mentioned in the studies.

Research report workflow
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Use folio when you need to...

Process thousands of files poster image

Process thousands of files

Scale analysis across massive document sets without losing accuracy or control over the workflow. LLM chats have limited context windows and struggle with large datasets.

Stay hallucination-free poster image

Stay hallucination-free

Per-document orchestration keeps results grounded so your team can trust every generated insight. Easily verify and audit results back to source.

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Control the research process

folio allows you to define exactly how you want your data analyzed while LLMs chats can digress and analyze your data in ways that are not suitable for you.

Here is how people use folio today

Researchers

Clinical researchers ingest hundreds of trial papers and conference abstracts into folio, then tags each by indication, trial phase, and patient population. They extract the data from relevant documents, then synthesize the findings into a structured report. The result is a living “Trial Landscape” brief that updates automatically when new studies are published.

Data Sources

PM
Pubmed
AX
arxiv

Lawyers

Lawyers use folio to turn preliminary case search results into a structured, decision-ready brief after getting a set of preliminary results from Lex Machina. They perform deep search by filtering down to the most relevant cases by jurisdiction, motion type, and outcome, quickly summarize the holdings and reasoning across those cases, and write a litigation strategy memo or client update.

Data Sources

LM
Lex Machina
P
PACER
W
Westlaw

Financial Analysts

Financial analysts use folio to turn raw filings and transcripts into structured answers on the fundamentals. Instead of paging through hundreds of pages, they cut through hundreds of pages to surface the exact metrics and narratives they need, then publish a living “Company Brief” that updates automatically with each new filing. Because the workflow is recorded, it re-runs automatically anytime there are new documents.

Data Sources

AS
Alpha-Sense