Folio Overview

Folio streamlines contract management for businesses by simplifying the oversight of contracts, risk, and compliance. Known for its flexibility and user-friendly interface, Folio ensures that no detail is overlooked. Its quick implementation allows teams to manage contracts effectively without extensive onboarding time. Real-world applications include tracking contract lifecycles, ensuring compliance with industry standards, and mitigating risks through comprehensive oversight. This tool positions itself as essential for teams needing efficient contract management solutions that adapt to their workflow. The ease of use and flexibility of Folio can lead to significant time savings and reduced compliance risks, enhancing overall operational efficiency.

Use Cases

Customers recommend Contract Management, Workflow Management, Performance Management, as the business use cases that they have been most satisfied with while using Folio.

Other use cases:

  • Tracking & Monitoring Communications
  • Engaging And Following Up
See all use cases See less use cases

Business Priorities

Manage Risk is the most popular business priority that customers and associates have achieved using Folio.

Folio Use-Cases and Business Priorities: Customer Satisfaction Data

Folio works with different mediums / channels such as E-Mail.

Folio's features include Alerts: Popups & Notifications. and Folio support capabilities include 24/7 Support, AI Powered, Email Support, etc. also Folio analytics capabilities include Custom Reports, and Analytics.

Reviews

"...Really just a notification of a timeline that is in a contract...." Peer review by Penni M, Senior Negotiator

Folio, belong to a category of solutions that help Contract Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Folio makes contract, risk, and compliance management easy, flexible, and quick to implement. Nothing is missed with Folio's comprehensive software.

Comprehensive Insights on Folio Use Cases

How does Folio address your Contract Management Challenges?

How can Folio optimize your Workflow Management Workflow?

2+ more Business Use Cases

11 buyers and buying teams have used Cuspera to assess how well Folio solved their Contract Management needs. Cuspera uses 113 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Contract Management needs.

Case Studies

Non-Profit Organization Management

CASE STUDY Junction Australia

Folio risk management software helps Junction Australia manage risk, compliance, and governance. Manual processes were slow and hard to scale as the team grew. Folio automates workflows and aligns wi...th company procedures. The software saves time by sending reports directly to inboxes. It standardizes data collection and centralizes information for audits. Junction Australia values Folio's flexibility to cover contracts, credentials, and more.

lightning

Peers used Folio for contract management and workflow management

Folio Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

3.75/5

Read Reviews (3)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

3.75/5

Read Reviews (3)

Software Failure Risk Guidance

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for Folio

Top Failure Risks for Folio

UseFolio, Inc. News

M&A

Community Broker Network Enters New Zealand With Acquisition Of Folio Broking Operations

Community Broker Network (CBN) has acquired Folio's broking network business to enter the New Zealand market. Folio will retain its platform and technology operations, focusing on platform innovation and digital enablement. This acquisition allows CBN to support its Authorised Representatives in New Zealand while Folio enhances its broker platform.

Partnership

Community Broker Network expands into New Zealand via Folio deal

Community Broker Network has acquired Folio's broking network operations to expand into New Zealand. Folio will retain ownership of its technology platform, focusing on enhancing its digital solutions for brokers. This strategic move allows both companies to specialize in their core areas, with Folio advancing its broker platform and Community Broker Network developing its broker network in New Zealand.

Customer

Featured news and headlines

The University of Kansas Libraries has signed an agreement to implement FOLIO, an open-source library services platform, supported by EBSCO Information Services. This transition aims to modernize KU Libraries' infrastructure, enhancing workflows and user experience. The implementation will begin in September 2025, with a go-live date set for July 1, 2026. This move aligns with KU's commitment to open standards and academic values.

UseFolio, Inc. Profile

Company Name

UseFolio, Inc.

Company Website

https://www.usefolio.com/

HQ Location

Suite 203/15 Belvoir Street Surry Hills 2010

Employees

NA

Financials

NA