Foldio: in summary

Management software dedicated to the expertise and intervention professions

Find out how you can simplify the management of your files, save time on the administrative aspects and optimise exchanges with your staff and the various external parties involved using an innovative platform.

Foldio, the all-in-one solution

Designed for experts working in the insurance, real estate, construction and legal sectors, Foldio is a comprehensive solution that can be tailored to your needs.

Foldio's key features

  • File management and tracking
  • Document generation
  • Shared calendar
  • Simplified dashboard
  • Task tracking
  • Invoicing
  • Help with making appointments
  • Performance indicators

Its benefits

Dedicated management tool designed for experts

Simplify procedures and optimise productivity

Digital and collaborative platform

Customisable to suit your needs

Helpdesk available 7 days a week

Foldio - Video
Foldio - Overview of the workload
Foldio - Shared calendar
Foldio - Overview of folders and their status
Foldio - Folder event timeline
Foldio - Folder photo management
Foldio - Document and report generation
Foldio - Library of document and report templates
Foldio - Centralisation of case-related emails
Foldio - Contact book
Foldio - Billing management

Foldio: its rates

On demand

Clients alternatives to Foldio

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