POST-RETAINER CLIENT ONBOARDING
Client onboarding, without the chasing.
Flowple securely collects documents, sends reminders, tracks progress, and syncs everything back to your practice management system.
Your current system stays. The chasing disappears.
Flowple works alongside your firm's existing practice management system and handles the work between the retainer and the start of the case.
Request
Tell Flowple what the client needs to provide.
Automate
Flowple guides the client, sends reminders, and tracks completion.
Sync
Approved information and files return to your practice management system.
WHAT FLOWPLE HANDLES
One place for the work your team should not have to chase.
Flowple keeps clients moving while giving your team a clear view of every request, document, and next step.
Document requests
Create a clear, guided checklist for everything the client needs to provide.
Automated follow-up
Send timely email and text reminders without relying on staff to chase every client.
Live progress tracking
See what is complete, what needs review, and what is still waiting on the client.
Clear, legible documents
Process phone uploads into cleaner, easier-to-review files for the legal team.
Practice management sync
Return approved documents and information to the system your firm already uses.
Secure handling
Control access, maintain an audit history, and remove temporary files according to firm policy.
ONE CLEAR WORKFLOW
Every client. Every document. Every next step.
Your team sees the full onboarding status without searching through inboxes, text threads, and scattered notes.
- Know exactly what is missing
- Review documents from one queue
- Sync approved files without double entry
INTEGRATIONS
Built to fit the system your firm already uses.
Flowple adds a dedicated onboarding and document-collection layer without asking your firm to replace its practice management system.
Clio
AvailableSmokeball
Integration in developmentMore integrations
Coming soonSECURITY
Sensitive client documents deserve serious infrastructure.
Flowple is being built to protect sensitive information throughout collection, review, transfer, and deletion.
View SecurityPRICING
Simple pricing that scales with your firm.
Choose the plan that fits your firm today and upgrade as your volume grows.
Essential
1–3 attorneys
For solo practitioners and small law firms building a more consistent onboarding process.
See Plan DetailsProfessional
4–6 attorneys
For growing firms that need clearer document collection, follow-up, and team visibility.
See Plan DetailsAdvanced
7–10 attorneys
For established firms coordinating onboarding across multiple attorneys and matters.
See Plan DetailsPremium
11+ attorneys
For larger firms with more complex implementation, integration, and onboarding requirements.
See Plan DetailsQuestions, answered clearly.
Flowple automates post-retainer client onboarding and document collection. Your firm identifies what it needs, and Flowple handles the requests, reminders, follow-up, progress tracking, and supported practice management syncing.
Still have questions? Contact our team
Make onboarding easier for your firm and your clients.
See how Flowple can automate the document collection and follow-up that slows your team down.