AI-powered document review

Harvey and Legora's Tabular Review, but free

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Download for macOS
VALUE

folio helps you direct a research process across hundreds of documents. Find faint signals in your data and produce transparent and trusthworthy insights 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.
soon

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

Upload Your FILES

JSON
PDF
DOC
HTML
PNG
CSV
TXT
MP3
MP4
File
Text
Date
Audio file

From this PDF, identify the primary research question, study design, and key findings, and return a concise abstract-style summary.

2023-04-15
Audio file

Using only the contents of this PDF, extract all details about the study population (inclusion/exclusion criteria, sample size, demographics) and present them in a structured table.

2023-04-16
Audio file

Review this PDF and list all reported efficacy endpoints, the statistical methods used to evaluate them, and the corresponding numerical results, highlighting any statistically significant findings.

2023-04-18
02

Extract Insights with prompts

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
Powered by leading LLMsOpenAI and Anthropic logos

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.

Control the research process poster image

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.

What about all the other tools?

Folio logo
Folio
Harvey logoLegora logo
Harvey / Legora
Claude Cowork logo
Claude Cowork
Installation

Free desktop app. Download and run. No sales call, no contract, no account. Individual analysts adopt it themselves.

Enterprise SaaS. Six-figure annual contracts. Sales-led procurement, consultancy-assisted onboarding. Built for organizations that have already decided to buy.

Consumer/pro subscription. Accessible but not workflow-specific.

Data privacy

Local-first. Data leaves the machine only during API calls to model providers, routed through the user's own Modal account. Documents are never stored or indexed by any third party.

Cloud-hosted. Documents transferred to vendor infrastructure. SOC 2 and regulatory compliance certifications, but data leaves your environment and is stored by the vendor. Requires vendor security assessment before use.

Data leaves the machine during API requests but is not persistently stored. Suitable for general work. No local indexing or persistent corpus infrastructure.

UX model

Tabular document review. Findings populate a structured grid you sort, filter, tag, and re-run. The tool meets domain experts where they are.

Tabular document review within guided workflows designed for specific verticals. Strong within its domain, rigid outside it. Customization requires vendor consultancy.

Chat-based. Powerful for users fluent in prompting. No persistent workspace across sessions. No way to replay, edit, or re-run individual reasoning steps.

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