Business Intelligence for Law Firms
Turn your BD strategyinto daily action
Folio is the growth platform for law firms and legal teams. CRM, relationship intelligence, pipeline, marketing, and AI:connected to your Microsoft 365.
Contacts
1,284 contacts·Synced with Microsoft 365
Sarah Whitfield
General Counsel
James Okonkwo
Head of Legal
Priya Anand
Chief Legal Officer
Daniel Mercer
Partner, Disputes
Elena Vasquez
VP Legal Affairs
Platform
One connected platform,
without the manual data entry
CRM, relationship intelligence, pipeline, and marketing:all working from the same data.
Relationship Intelligence
Folio CRM
- •Auto-capture from M365
- •Who-knows-who mapping
- •Relationship scoring
- •Zero data entry
Collaboration
Folio Workspace
- •Kanban & table pipeline
- •Partner review portal
- •Deadline tracking
- •Cross-practice collaboration
Outreach
Folio Marketing
- •Campaigns & sequences
- •Audience segmentation
- •Open & click tracking
- •Built into CRM
Intelligence
Folio AI
- •AI-drafted submissions
- •Pitch docs & bios
- •Cross-sell insights
- •Firm-grounded AI chat
Trusted by leading law firms at all stages
I was paying three different vendors for my CRM, email marketing, and pipeline tool. Folio replaced all three.
Managing Partner
Top 50 Law Firm
Grow 42% faster and retain 60% more clients
The reality is clear: when every lawyer contributes to growth and BD is a prioritised activity across the firm, you gain a competitive advantage.
Folio’s growth system turns that vision into reality. empowering lawyers, unlocking firmwide intelligence, and driving sustainable growth.
Designed to make
lawyer BD effortless
A clean single and mobile-optimised experience means more trust and a stronger firm culture for participants in BD.
Atlas Group
Panel renewal
Quantum Partners
IP portfolio
Sterling Group
Regulatory review
Meridian Capital
Cross-border disputes
Northstar
M&A advisory
Aurora Industries
Joint venture
Modules
Built to drive real-world
planning and execution
Directory Submissions
Chambers, Legal 500, IFLR1000 and 20+ directories. AI drafts, referee management, partner review portal.
Award Entries
Manage nominations from draft through result. Track submissions, shortlists, and wins across every programme.
Email Marketing
Campaigns, automated sequences, list segmentation, open/click tracking. Built into the same contact list.
Document Generation
Branded firm profiles, pitch decks, and credentials. Template builder with your colours, fonts, and layouts.
Contact Enrichment
Automatically enrich contacts with job titles, organisations, seniority, and LinkedIn profiles from public data.
Deadline Calendar
Every directory and award deadline across the year. Alerts when a filing window is approaching.
One platform for your entire team
For Partners & Lawyers
For Marketing & BD Teams
Managing Partners & Leadership
Ready to transform your firm’s growth?
Join leading law firms using Folio to capture relationships automatically, surface insights, and centralise every BD activity in one platform.