According to AlphaMoat, as of 2026-09, the Chrome extension CaseFolio has 18 users (+12.5% MoM), rated 4.8 (4 reviews) — ranked #7,656 of 9,324 AI browser extensions, and #615 of 744 in Writing.
What is CaseFolio
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
Show the rest of the store description▾
- 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.
Extension profile
User Growth Trend
Popular in Writing
Grammarly for Chrome helps you write with confidence. Get AI support for grammar, clarity, and tone, from first draft to final edit.
+ Compare
Improve your writing - Detect and Humanize AI content, create images, Paraphrase, Check Grammar, AI Chat, and more!
+ Compare
Instantly Enhance Your Texts with LanguageTool’s Grammar Checker and Paraphrasing Tool
+ Compare
Unlock your potential with Wordtune's free AI writer – paraphrase, rewrite, translate, fix grammar, and more.
+ Compare
Improve your English communication with Ginger's all-in-one AI spelling and grammar checker!
+ Compare
Write emails & messages, chat with page, improve writing, translate, and do much more. Powered by the most intelligent AI models
+ CompareData month: 2026-09 · User counts and ratings come from public Chrome Web Store data, aggregated monthly. See methodology.