The Ideal Platform for Legal and Financial Professionals
Folyeo is designed for legal and financial professionals like lawyers, mediators, accountants, tax advisors, financial planners, insurance agents, and mortgage brokers to streamline client management and administrative tasks. Easily schedule consultations, manage client bookings, process payments, and keep detailed records—all in one integrated platform. Folyeo helps you focus on what you do best—providing expert advice and services.
100% GDPR compliant & secure
No credit card required
Effortless Consultation Scheduling
Automate your consultation scheduling to save time and ensure a well-organized calendar. Reduce no-shows with automated reminders and focus on delivering the best professional services. Learn more about consultation scheduling.
Comprehensive Client Management
Keep all client information in one place. Manage client details, case notes, and important documents securely within Folyeo’s platform. Provide a personalized and organized experience for your clients. Explore our client management features.
Seamless Payment Processing
Easily handle payments with integrated PayPal and Stripe options. Generate invoices, receive payments, and keep track of your earnings with minimal effort. Folyeo ensures you get paid on time while maintaining accurate client records. Find out more about our payment solutions.
Tailored Service Packages
Create customized service packages to suit your clients’ needs. Whether you offer one-time consultations or ongoing services, Folyeo allows you to manage everything efficiently. Discover how to tailor your services.
Integrated Communication Tools
Stay connected with your clients through integrated email campaigns and newsletters. Folyeo helps you keep your clients informed and engaged, enhancing their overall experience. See how our communication tools can benefit you.
How Folyeo Works
- Sign Up and Set Up:
Create your account and customize your profile to reflect your professional services. Sign up now. - Offer Tailored Services:
Set up customized service packages and automate bookings and payments. Learn how to customize. - Engage and Manage Clients:
Manage client relationships, track case progress, and send updates through newsletters and emails. Start engaging with clients.
100% GDPR compliant & secure
No credit card required
Emily
Accountant
John
Mortgage Broker
Integrations
Easily link the applications and providers you already know and love to use with Folyeo in few clicks.
Folyeo is the perfect solution for busy entrepreneurs who want to take control of their business operations. Easily integrate with the tools you already use, such as Mailchimp, ActiveCampaign, AWeber, PayPal, and Stripe. Consolidate your workflow into one platform and streamline your processes. Sign up for Folyeo today.
100% GDPR compliant & secure
No credit card required
