FolioCore extracts structured data from contracts and financial agreements on Mac. Local analysis makes no network calls and requires no upload. When you choose a configured remote model, FolioCore sends the provider the prompts and relevant document excerpts needed for that analysis. The document file is not uploaded as an attachment.
Reading a 60-page lease to transcribe commencement date, term, renewal options and payment steps is data entry with a professional's hourly rate attached.
FolioCore's extraction isolates dates, amounts, parties and obligations in a structured matrix you can export to an Excel-compatible .xls file or Markdown for your workpapers. Every value links back to its page, so a reviewer can check the source directly.
Engagement letters and financing agreements carry terms the firm is expected to verify: limitation of liability, fee arrangements, termination, indemnities, confidentiality.
Run a checklist against the document and each expected item comes back OK or NOT FOUND with the supporting text highlighted. With the Full license you encode your firm's own checklist once and reuse it on every engagement.
When the client sends the revised financing agreement, the question is what actually changed, and whether a number moved.
Semantic Redline compares the versions by meaning and runs a deterministic check on numbers and dates, so a changed amount cannot hide inside reworded text. Differences are shown side by side on the real documents.
Open a PDF, DOCX or P7M file in FolioCore. The source is read without writing to it. PDF and Markdown reports record its full SHA-256 identifier for later comparison.
Pick a checklist package, an extraction profile, a version comparison or just ask a question. Everything runs on your Mac.
Each result is cited and highlighted on the exact page of the original document, so verification takes seconds.
Produce a clean PDF, Markdown or Excel-compatible .xls report for your file, your client or your workpapers.
Yes. FolioCore runs its extraction entirely on-device. The document is read from disk into local memory, analyzed by local AI models and never transmitted anywhere.
FolioCore exports an Excel-compatible .xls file and Markdown. Extracted values arrive as a structured table ready for your workpapers or lease schedules, each with a citation to the page it came from.
Every value is grounded: click it and FolioCore shows the exact passage in the original PDF. Numbers and dates in version comparisons also receive deterministic checks alongside the language model.
No. FolioCore Full is a one-time purchase on the Mac App Store. A free Light plan lets you evaluate it on your own documents first.
Any Apple Silicon Mac (M1 or later) running macOS 26.4 or later supports checklists and extraction. Chat with Document and Semantic Redline require 16GB of unified memory for local processing.
The free Light plan runs the full offline pipeline on files up to 15 pages. Upgrade once, keep it forever. No subscription, no account, no upload.