Home
Components
Pages
Start here
Home
Changelog
Licenses
Components
Buttons
Inputs
Avatars
Badges
Tooltips
Notifications
Cards
Tables
Modals
Tabs
Bread crumbs
Empty states
INVESTOR PORTAL
Home
Documents
Milestones
Questions
Newsletters
Events
COMING SOON
Demos
Platform
Policies
Main site
Launch app
Ask Folio
Launch app
Get access
Capabilities
Capabilities
Provides access to various types of Folio documentation
Payments
Teams
Projects
Assistance
Sales
Travel
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Teams
Absence
Log and monitor team leave, ensuring compliance with internal policies
Teams
Advice
Provide instant, accurate responses to HR and operational policy queries
Sales
Audiences
Research and compile contact databases based on your target audience criteria
Projects
Benchmarking
Compare current account metrics against industry or portfolio benchmarks
Teams
Benefits
Build and manage a benefits programme aligned with your team's preferences and usage
Projects
Billing
Create accurate invoices from project data, time logs, or retained fees
Sales
Bios
Tailor team bios and CVs to align with client needs and project requirements
Assistance
Briefing
Create personalised update emails summarising account highlights and insights
Projects
Budgets
Monitor budget consumption and task completion rates to keep projects on track
Sales
Campaigns
Assist in planning campaign strategy, messaging, and asset production
Sales
Clients
Spot cross-sell and upsell opportunities based on account activity and feedback
Teams
Coaching
Guide employees to articulate and communicate their working preferences
Teams
Colocation
Coordinate in-office attendance, considering preferences and capacity
Sales
Content
Generate short-form content highlighting team wins, insights, and expertise
Sales
Credentials
Package successful projects into reusable marketing and sales assets
Projects
Deliverables
Assess draft outputs against agreed standards, templates, tone, and quality benchmarks
Assistance
Diary
Book meetings based on calendars, preferences, and time zones
Assistance
Editorial
Provide editorial feedback and polish messaging for external materials
Teams
Engagement
Collect and analyse feedback to monitor team morale and engagement
Payments
Expenses
Complete, submit and process all employee expenses
Projects
Forecasting
Flag risks or delays early using real-time data from tasks, budgets, and team inputs
Teams
Goals
Assist with drafting, updating, and reviewing OKRs or personal development goals
Assistance
Ideas
Capturing ideas and turning them into prioritied plans and actions
Assistance
Inbound
Dealing with inbound requests from clients, suppliers, and stakeholders
Assistance
Inbox
Sort and prioritise emails to surface high-value items and reduce noise
Projects
Issues
Recommend data-driven plans to address client concerns or service gaps
Teams
Logistics
Coordinate attendance, travel, and preparations for team and client events
Teams
Onboarding
Guide new hires through onboarding tasks, documents, and introductions
Sales
Outreach
Turn articles, webinars, or whitepapers into digestible summaries for outreach
Payments
Payments
Monitor payment statuses and follow up with clients as needed
Projects
Performance
Monitor delivery performance and flag patterns indicating potential service concerns
Projects
Planning
Build structured project plans based on your objectives, team capacity, and client needs
Projects
Progress
Provide regular summaries of team activity, milestones achieved, and blockers
Projects
Projects
Align team activities with project milestones and automatically manage timelines
Sales
Proposals
Automatically insert approved, reusable content into project and proposal templates
Teams
Recommendations
Recommend initiatives to address feedback and enhance culture and satisfaction
Sales
Redaction
Redact sensitive details from files before archiving for internal use or sharing
Assistance
Reminders
Keep you on track by reminding you of important tasks and deliverables
Projects
Reporting
Create tailored progress updates for clients, highlighting value delivered and next steps
Projects
Research
Gather, summarise, and present relevant industry and competitor insights
Satisfaction
Build tailored surveys (based on client communication preferences) to gauge client satisfaction
Projects
Standups
Draft standup agendas and summaries, and ensure key updates are captured and shared
Sales
Storytelling
Turn completed projects into compelling case studies with outcomes, challenges, and impact
Payments
Timesheets
Automatically fill in your timesheets based on calendar entries and tasks
Assistance
Transcription
Capture key points and action items during or after meetings automatically
Travel
Trips
Plan and book travel based on your preferences, budget, and itinerary needs
Teams
Updates
Draft internal updates featuring key wins, people news, and initiatives
Funding
Commercial
Platform
Product
Security
Policy
Other
Suggest a new document
Thank you! We will review your request ASAP.
Reset
Oops! Something went wrong while submitting the form.
The AI co-worker for professional services.
Text
Explore docs
Full access insights into Folio
Text
Explore docs