Settings

Firm Details

Used to pre-fill invoice headers. Saves automatically.

AI Model Connections

Local Models (Ollama)

Status unknown — click Test Connection

Ollama must be running on your computer. Start Ollama from your Windows taskbar or Start menu.

Local AI activates after backend setup

Free Cloud Models (OpenRouter)

Get your free API key at openrouter.ai — no credit card required for free models.

Free Cloud AI activates after backend setup

Paid API (Optional — Future)

Future

Only needed if you want direct API access inside FolkAgent Pro. Your Claude Pro subscription at claude.ai works now via the Send to Claude button — no API key needed.

External AI Shortcuts

These buttons open your paid consumer accounts in a new tab. Your prompt is automatically copied — just paste with Ctrl+V.

Claude ProReady — opens claude.ai
Perplexity ProReady — opens perplexity.ai

Microsoft Integrations

Connect to your local OneDrive and OneNote desktop folders. No Microsoft account login required — these read files directly from your computer.

This is the folder where OneDrive syncs your files on this computer. Usually at C:\Users\[YourName]\OneDrive

OneDrive file browser activates after backend setup

This is the folder where your OneNote notebook syncs. Usually found inside your OneDrive folder.

Knowledge base activates after backend setup

Office 2019

Configure Office 2019 to enable Open in Word buttons throughout FolkAgent Pro.

This is usually found at the path shown above. The Test button will confirm if it's correct.

Invoice Settings

$

Used after backend setup

Invoices will be numbered INV-001, INV-002, etc.

Appearance

Data and Privacy

All your matters, documents, chat history, notes, time logs, and invoices are stored locally in your browser only. Nothing is sent to any server except when you actively use a cloud AI model. Your data never leaves your computer unless you choose to send a prompt to Claude or Perplexity.

Creates a backup of all your matters, chats, documents, notes, and settings.

About

FolkAgent Pro
Version 1.0.0
A private legal AI workspace for solo virtual law firms.
Tools
EU AI Act Compliance Tool Legal Document Search Privacy Laws Directory