Overview
Private, local-only case manager for lawyers. Prompt templates, PII guard & disclaimers. Works with ChatGPT & Claude.
The private, legal-first layer for the AI tools you already use — built for solo and small-firm attorneys. Works with ChatGPT and Claude. In U.S. v. Heppner (2026), a federal court held that conversations with consumer versions of Claude and ChatGPT may not qualify for attorney–client privilege, because the provider's data policy undermines a reasonable expectation of confidentiality. CaseFolio is the layer that closes that gap: it keeps your work local-only, adds an automatic PII guard, redaction prompts, and disclaimers — so your client matters never leave your browser. CaseFolio is not generic chat folders. It's a legal workflow built on top of the AI tools you already use: 🔒 Privacy & compliance (your moat) - 100% local-only: cases, conversations, and notes live in your browser, never on our servers. - PII guard detects SSNs, EINs, account numbers, DOBs, addresses, and flagged client names before you send. - Auto-disclaimers ("not legal advice / no attorney–client relationship") per case. - Conflict-of-interest check (Model Rule 1.7) when you open a new matter. 📁 Case & matter management - Organize chats by case with matter number, client, status, and opposing party. - Folders, colors, icons, bookmarks, and color-coded labels (Privileged · Cite · Use in motion). - Full-text search across cases and conversation bodies (Cmd/Ctrl-K). ⚖️ Legal templates & prompts - Vetted templates: demand letter, motion to dismiss, deposition outline, retainer agreement, discovery request. - Prompt manager with {{variables}} and legal categories. - Citation linker: flags case citations to fight AI hallucinations (à la Mata v. Avianca). 🧾 Daily value - Export conversations to Markdown, PDF, or DOCX with your letterhead. - Time tracking per case with CSV export. - Case journal: parties, deadlines, and Markdown notes. Works on chatgpt.com and claude.ai. Bilingual (English / Spanish). Free tier + 7-day trial; upgrade to Pro when you're ready. CaseFolio is software, not a law firm, and does not provide legal advice.
Details
- Version1.1.0
- UpdatedJuly 6, 2026
- Offered byalvarodev97
- Size755KiB
- Languages2 languages
- DeveloperIsmel Alejandro Tamayo Riveron
619 Wyncroft Ln 5 Lancaster, PA 17603-6986 USEmail
alvarodev97@gmail.comPhone
+1 717-869-1606 - TraderThis developer has identified itself as a trader per the definition from the European Union and committed to only offer products or services that comply with EU laws.
Privacy
CaseFolio — Private AI Case Manager for Lawyers has disclosed the following information regarding the collection and usage of your data. More detailed information can be found in the developer's privacy policy.
CaseFolio — Private AI Case Manager for Lawyers handles the following:
This developer declares that your data is
- Not being sold to third parties, outside of the approved use cases
- Not being used or transferred for purposes that are unrelated to the item's core functionality
- Not being used or transferred to determine creditworthiness or for lending purposes
