CaseFolio: AI Legal Assistant for ChatGPT & Claude

About

The private, legal-first layer for ChatGPT and Claude — built for solo and small-firm attorneys.

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
  - 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.