Working with a client

Almost every workday in Fola lives on a single client’s page — their profile, their case, their documents, the forms you’ve filed, the engagement letters they’ve signed. This section walks you through every tab so you can find what you need without hunting.

Opening a client

From the workspace, click Clients in the top bar. Click any name to open that client. The browser URL looks like folaform.com/workspace/clients/[id] — bookmark the clients you work on every day so you can jump straight in.

The tabs along the top let you move between every part of the client’s file. They’re listed left to right roughly in the order you’ll touch them on a new case.

The nine tabs at a glance

Header & quick actions

The pinned bar at the top of every tab — name, age, email, Actions menu, intake link, archive. Read →

Identity

Personal information, addresses, family, employment, education, immigration history, tax history, and disclosures — everything forms pull from. Read →

Questionnaire

The intake responses your client submitted via their intake link. Side-by-side review with the current Identity record. Read →

Documents

Encrypted file vault — passports, IDs, evidence packets, completed forms. Read →

Notes

Private case notes for your team. Nothing here ever leaves Fola or is shared with the client. Read →

Consents

Engagement letters, retainer agreements, translator certificates — anything the client has signed. Read →

Case

Group the client’s work into named cases (e.g. “Marriage-based green card”) with deadlines and a shared timeline. Read →

Tools

Form-fill shortcuts, AI helpers, bulk actions specific to this client. Read →

Activity log

Timestamped record of everything that touched this client — edits, AI runs, document uploads, who viewed what. Read →

Fastest way to open a client

Type open <client name> into Ask Fola from anywhere in the workspace. Fola jumps you straight to their page — no search, no clicking through the list.

What’s NOT on the client page

A few things you might expect here actually live elsewhere:

• Billing your client. Fola handles form prep + filing; your firm bills clients from your accounting software. Engagement fees show up on the signed consent itself, but invoices to clients are out of scope.
• Calendar & reminders. The Activity log is read-only. Use your firm’s calendar for scheduled follow-ups.
• Outbound email history. Emails Fola sent (intake invitations, document requests) show up in the Activity log. Emails you sent from your own inbox don’t sync into Fola.