CHECKLIST
Is the clause there, and where?
An ordered set of the clauses that should appear in a document type. FolioCore locates each one, quotes it with page and paragraph, or flags it as missing.
What an analysis package does for you
A package turns a slow, linear read of a 30–40 page document into a structured, repeatable review. You choose the type of document; FolioCore finds what should be there and pulls out the figures that matter, with every result quoted and one click from the source text. Packages drive FolioCore's two document-review modes, and are built to speed up and standardize the work, not to replace your professional judgement.
EXTRACTION
What is the document made of?
The document's identity card: parties, amounts, dates, governing law and the other operative values, pulled out for you, each with its citation, ready for your register or report.
HOW IT WORKS
01
Activate FolioCore Full
A one-time license unlocks downloading extended packages and customizing the controls of the standard ones.
02
Download or customize
Add an extended package for your document type, or adapt the standard controls: change wording, severity or add new ones.
03
Import & analyze offline
Import the package into FolioCore and run the analysis 100% on your Mac. No cloud, no upload, no data ever leaves the device.
INCLUDED IN THE APP
Standard packages
These packages are built into FolioCore and ready on day one, covering the documents most frequently reviewed in legal, corporate and contract practice. With FolioCore Full you can customize every control (wording, priority, what to look for) to match your house style and playbooks.
CHECKLIST · 7 CONTROLS
M&A Due Diligence
A fast, high-signal triage matrix for share and asset deals. It front-loads the seven clauses that most often move price, allocate risk or block a transaction, so you can orient yourself on a counterparty paper in minutes and read multiple targets consistently.
It checks: termination for convenience · change of control · exclusivity / no-shop · limitation of liability (with the cap amount) · indemnification and who benefits · confidentiality survival · seller non-compete.
For: M&A and corporate lawyers, deal teams, in-house counsel.
CHECKLIST · 19 CONTROLS
Supply & Services Contracts
A near-complete clause inventory for commercial supply and services agreements, written in the voice of a senior contract lawyer and neutral as to governing law. Each control is framed around the underlying commercial concept rather than any single statute, so the same matrix serves US, EU and cross-border contracts. It follows the order a reviewer reads a contract and front-loads the terms that drive risk and enforceability.
It checks: onerous or one-sided terms · liability limits and carve-outs (gross negligence, wilful misconduct, fraud) · liquidated damages and warranties · term, automatic renewal and termination mechanics (notice form, cure period) · jurisdiction, arbitration and governing law · data protection (GDPR / CCPA) · price and payment terms · signatures and execution, including blank-signature detection.
For: legal and procurement teams reviewing commercial supply and services contracts, in any jurisdiction.
CHECKLIST · 12 CONTROLS
Patents: Patentability & Filing Triage
A structured first read of a patent specification or pre-filing draft, oriented to both US (USPTO) and European (EPO) practice. It separates the substantive show-stoppers from the formal defects, so you can tell at a glance whether a draft is filing-ready.
It checks: independent claims present · enabling description · drawings description · inventor vs assignee · IP assignment · pre-filing confidentiality · claim clarity · prior-art background · abstract · defined terms · priority data · SI units.
For: IP counsel, patent attorneys, corporate R&D and tech-transfer offices.
CHECKLIST · EXTRACTION
NDA family: checklist and extraction
The most complete coverage of any standard package: confidentiality agreements analyzed as both a checklist and an extraction. A 14-control matrix locates the clauses that actually fail in practice, and the extraction profile pulls the 13 operative values behind them, so a located clause and the value behind it line up one to one.
It covers: permitted purpose · marking criterion · standard carve-outs and compelled disclosure · the term-vs-secrecy-survival split · return and destruction with certificate · governing law and venue · injunctive relief.
For: anyone signing or reviewing NDAs: legal, business development, procurement.
Need to compare two versions of the same contract? That is a separate mode, Semantic Redline, which highlights what changed in meaning between two drafts. It works on any document and does not require a package. See it on the Features page.
DOWNLOADABLE
Requires FolioCore Full
Extended packages
Specialized packages you download from this page and import into FolioCore Full. Each domain ships as a paired checklist (what should be there) and extraction profile (the key values), designed together so a located clause and the value behind it line up one-to-one. Because everything runs offline, you can process highly sensitive records, such as leases, data agreements and insurance schedules, with no outbound data transfer.
REAL ESTATE
10 controls · 10 extracted values
Commercial Leases
A lease is a long-dated liability. This package isolates the terms that decide whether the tenant can get out, how much rent and dilapidations will really cost, who carries structural risk, and whether the security and insurance architecture is sound, giving you a consistent, comparable read across a whole portfolio without re-reading each lease from scratch.
Highlights: break option and exit conditions · upward-only rent indexation · repair allocation (triple-net / FRI exposure) · security deposit and on-demand guarantees · reinstatement and fair wear & tear · landlord insurance covenants. Extracts: let area, initial rent, term dates, break-notice period, security value and indexation base.
For: corporate legal departments, real-estate funds (SGR), asset and property managers.
DOWNLOAD PACKAGE
Download checklist
Download extraction profile
Import both into FolioCore Full, then analyze your leases fully offline.
DATA PROTECTION
10 controls · 10 extracted values
Data Processing Agreement: GDPR (Art. 28)
A structured compliance read of an Article 28 DPA against the mandatory processor obligations, the terms where data processing agreements most often fall short. Because FolioCore runs fully offline, a DPO or counsel can review these highly sensitive records without the review itself creating a new data-transfer exposure.
Highlights: 72-hour breach notification window · sub-processor authorization and objection right · audit and inspection rights · deletion or return on termination · documented-instructions clause · cross-border transfers and SCCs · security-measures (TOMs) annex. Extracts: breach-notice hours, objection days, data categories, exporter/importer, transfer mechanism and retention.
For: Data Protection Officers, privacy counsel, compliance and procurement teams.
DOWNLOAD PACKAGE
Download checklist
Download extraction profile
Import both into FolioCore Full, then analyze your DPAs fully offline.
INSURANCE
10 controls · 10 extracted values
Professional Indemnity insurance
Professional indemnity cover fails not on the headline limit but on the cover basis, the exclusions and the territory. This package gives you a structured adequacy read that separates the substantive gaps, which can void cover for whole classes of claim, from the procedural conditions, so you can judge whether a policy will actually respond when a claim arrives.
Highlights: core-risk exclusions (cyber, pollution, insolvency) · retroactive date cover · claims-made trigger and continuity · territorial limits · defence costs inside vs in addition to the limit · run-off / extended reporting · non-disclosure protection. Extracts: per-claim and aggregate limits, deductible, retroactive and policy dates, territory and premium.
For: insurance brokers, risk managers and in-house teams validating their own or a supplier's cover.
DOWNLOAD PACKAGE
Download checklist
Download extraction profile
Import both into FolioCore Full, then analyze your policies fully offline.
A PACKAGE FOR YOUR DOCUMENTS
Don't see your document type?
Tell us the document you review most and the points that matter to your team. We design the checklist and extraction profile around your real workflow and deliver a package ready to import into FolioCore Full.
FolioCore performs triage, not adjudication: every package locates and quotes the text, it does not certify validity or compliance. Findings should always be verified by a qualified professional.