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