Local and secure for your most privacy-sensitive files

amplify your judgement

A workspace for your files, built for collaborating with AI agents

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Download for macOS
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Works with Claude Code, Cursor, Codex or any agent you choose

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Explore customer insights

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Use agents to pull data.

Get agents to use your existing MCP integrations and bring the data into Folio. The data can be the files themselves or a CSV-style export.

Ask for a data overview.

Get a general overview of what is in the data, topics to dive deeper into, and ideas for organizing the workspace.

Tag your data.

Use observations from the data overview to categorize the data in several buckets to help you navigate it.

Dive deep.

Narrow down and see the most critical issues affecting you.

The control plane for getting work done

source from anywhere

get agents to load data from all of your data sources.

Animated integration sources flowing into a central workspace

all your data types in one workspace

work with different data types in the same project.

FileMarkdownTypeJSON

use LLMs for data transformation

use natural language to label, summarize and extract insights from your files.

Label each call transcript by renewal risk and urgencyNormalize product names and map them to a master taxonomyGenerate one-row summaries for every PDF in this folderClassify inbound leads by ICP fit and buying stageSummarize each customer meeting in 5 grounded bulletsExtract contract clauses into a structured tableTurn raw docs into a report with cited evidenceFlag compliance mentions and quote the exact source sentenceCluster interview notes by theme and sentimentTag support tickets by root cause and team ownerLabel each call transcript by renewal risk and urgencyNormalize product names and map them to a master taxonomyGenerate one-row summaries for every PDF in this folderClassify inbound leads by ICP fit and buying stageSummarize each customer meeting in 5 grounded bulletsExtract contract clauses into a structured tableTurn raw docs into a report with cited evidenceFlag compliance mentions and quote the exact source sentenceCluster interview notes by theme and sentimentTag support tickets by root cause and team owner
Flag compliance mentions and quote the exact source sentenceTurn raw docs into a report with cited evidenceLabel each call transcript by renewal risk and urgencyCluster interview notes by theme and sentimentClassify inbound leads by ICP fit and buying stageGenerate one-row summaries for every PDF in this folderExtract contract clauses into a structured tableSummarize each customer meeting in 5 grounded bulletsNormalize product names and map them to a master taxonomyTag support tickets by root cause and team ownerFlag compliance mentions and quote the exact source sentenceTurn raw docs into a report with cited evidenceLabel each call transcript by renewal risk and urgencyCluster interview notes by theme and sentimentClassify inbound leads by ICP fit and buying stageGenerate one-row summaries for every PDF in this folderExtract contract clauses into a structured tableSummarize each customer meeting in 5 grounded bulletsNormalize product names and map them to a master taxonomyTag support tickets by root cause and team owner
Extract contract clauses into a structured tableCluster interview notes by theme and sentimentFlag compliance mentions and quote the exact source sentenceLabel each call transcript by renewal risk and urgencySummarize each customer meeting in 5 grounded bulletsTurn raw docs into a report with cited evidenceGenerate one-row summaries for every PDF in this folderNormalize product names and map them to a master taxonomyClassify inbound leads by ICP fit and buying stageTag support tickets by root cause and team ownerExtract contract clauses into a structured tableCluster interview notes by theme and sentimentFlag compliance mentions and quote the exact source sentenceLabel each call transcript by renewal risk and urgencySummarize each customer meeting in 5 grounded bulletsTurn raw docs into a report with cited evidenceGenerate one-row summaries for every PDF in this folderNormalize product names and map them to a master taxonomyClassify inbound leads by ICP fit and buying stageTag support tickets by root cause and team owner

Get AI agents to do their best work

Folio is the surface to see, steer, and scale analysis done by agents. Agents source the data and get work done, you oversee and approve all the operations.

Free

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

Private

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

Compatible

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

Security

Built for sensitive work from day one

Most AI tools are cloud-first and ask for trust. folio keeps work local, isolated and requires minimal trust. Best for your most sensitive data.

Private

Trust boundaries

Your files are never stored anywhere but your desktop. None of your data is indexed. Folio sends your data to the AI API providers, where it is never stored, but rather passes in transit. Your own modal.com account is used for parsing files like PDFs and audio files. Similarly, data only crosses in transit.

Secure

Separation of concerns

Every LLM request in folio is heavily isolated. Every cell only has context about it's own content and proactively injected context from other cells. Hidden injection attacks embedded in external data and documents can't access your local file-system, API keys or anything else.

AI 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.

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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