unforged/folio · use cases
Who folio is for
Every profession organises its records around something: a matter, a client’s year, a person, a tenancy, an account or a case. folio will keep everything that belongs to it together, for as long as your rules say, and you’ll be able to see who has looked at any of it and why.
- Law firms
The matter
Everything on a matter will sit in one folder, kept for as long as your policy says.
See how it will work - Accountants and advisers
The client year
Each client’s year will be filed together, so next year’s question is one search away.
See how it will work - People and HR
The person
Each person will have a folder, and you’ll be able to protect it so every view needs a reason.
See how it will work - Property and housing
The tenancy
The agreement, the deposit papers and every notice will stay together for the life of the tenancy, and after it.
See how it will work - Finance and lending
The account
Agreements and mandates will be kept for each account until retention ends, then disposed of.
See how it will work - Public sector
The case
Each case file will be kept by its rule, and every view will go in your ledger.
See how it will work
Something else to keep?
If your work doesn’t fit any of these, tell us what you have to keep and we’ll talk it through.
For now, please don’t store health information in folio.