CaseFolio — Private AI Case Manager for Lawyers

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.