Install the FolioReady app in your Attio workspace and the panel appears on every Person record. See how in the Attio guide.
Connecting...
Send a Document Request Without Leaving Attio
You live in Attio. The Person record is where your day happens — notes, deals, the whole relationship. Document collection lives in another app you open maybe once a week, so when a client needs to send something in, you message the ops team — "can you fire off the onboarding request to this person?" — and wait for someone else to do it. The FolioReady panel closes that gap. It sits on every Attio Person, and from it you can do the whole thing yourself.
The Panel Is Just There
- FolioReady
Every Person record in Attio carries a FolioReady panel. You don't go looking for it — it's already there next to the record you were reading.
For a linked client it shows where things stand at a glance: how many folios they have, the most recent request, and its status. No tab switch to find out whether the onboarding pack ever came back.
Link a Person in One Click
- You
Looking at someone who isn't in FolioReady yet? The panel offers one button — Link to FolioReady client. Click it, and FolioReady matches the Person to an existing client by name and email, or creates a new one. No forms, no switching apps.
Send the Request — From Attio
- You
Now the part you used to hand off. Click New Request, pick a template — onboarding, engagement letter, whatever they need — and send. The folio goes out to the client from right here.
- The result
The request is on its way, and the panel already lists it as the most recent. You never left the Attio tab, and you never messaged ops.
When You Need the Full Picture, Jump Across
- FolioReady
Need more than the summary? Open most recent in FolioReady is a one-time login link — it drops you straight into the folio in FolioReady, already signed in, in a new tab.
What Changes for Your Team
The people who live in Attio stop waiting on the people who live in FolioReady. Linking, checking status, and sending a request are all one click from the Person record — with Attio already connected, the panel is the last piece.
Put the panel on every Person