FLOWPLE FEATURES
Everything your firm needs to keep onboarding moving.
From the moment a client retains your firm, Flowple handles document requests, reminders, progress tracking, review, and supported practice management syncing.
Built for the work between the signed retainer and the start of the case.
ONE CONNECTED WORKFLOW
Two better experiences. One clear process.
Flowple gives the firm control and visibility while giving the client a simpler way to understand and complete what is required.
For the firm
Control the request. See every next step.
Create the client's document request, monitor progress, review submissions, request corrections, and sync approved information without searching through emails and text threads.
- Configure what the client needs
- See current completion status
- Review every submission from one queue
- Keep an activity history
- Sync approved information
For the client
Know what is needed. Complete it from anywhere.
Clients receive a guided experience that clearly explains each request, accepts phone or computer uploads, saves progress, and shows what remains.
- Clear document instructions
- Mobile-friendly uploads
- Visible progress
- Helpful submission guidance
- Automatic reminders
REQUEST
Ask for exactly what the matter needs.
Create a clear, client-specific request without rebuilding the process for every matter.
Your firm decides what the client must provide. Build reusable templates, identify required and optional items, add plain-language instructions, and adjust the request for an individual matter before sending it.
- Reusable request templates
- Required and optional document settings
- Plain-language client instructions
- Matter-specific adjustments
- Custom questions and fields
- Preview before sending
COLLECT
A client portal designed to make the next step clear.
No app download. No confusing list of unexplained requests. Just a guided place for clients to see what is needed and submit it.
Clients open a secure link, review a clear checklist, photograph or upload documents, and see their progress as they go. Instructions and examples help them understand what the firm is requesting.
- Browser-based client experience
- Mobile-friendly layout
- Phone-camera uploads
- PDF and image uploads
- Clear request descriptions
- Visible progress
- Saved progress between sessions
- Submission guidance
FOLLOW UP
Flowple remembers, so your team does not have to.
Keep onboarding moving with reminders based on the firm's preferred timing and communication settings.
Flowple can follow up with clients when requested items remain incomplete. Your firm controls the timing, message, communication channel, and whether reminders should pause or stop.
- Configurable reminder timing
- Email reminders
- Text-message reminders where supported
- Firm-controlled message templates
- Automatic stop after completion
- Pause or exclude individual clients
- Reminder activity history
REVIEW
Turn phone uploads into files your team can actually use.
Flowple helps convert client uploads into clearer, more legible files and places them in a centralized review queue.
Your team can review each submission, approve it, request a clearer version, or explain what must be corrected. Status updates remain connected to the document and the matter.
- Centralized document review queue
- Clearer, more legible document processing
- Organized document labels
- Approve submission
- Request correction
- Add a client-facing correction message
- Preserve document status and activity
- Prepare approved files for supported PMS syncing
TRACK
See every onboarding status in one place.
Know what has been received, what needs review, and what is still waiting on the client.
The firm dashboard brings every active onboarding workflow into one view. Teams can identify matters requiring attention without searching through inboxes, spreadsheets, or disconnected notes.
- Matter-level progress
- Client status
- Documents received
- Documents awaiting review
- Items still awaiting the client
- Last reminder activity
- Search and filtering
- Activity history
SYNC
Approved information returns to the system your firm already uses.
Flowple adds a dedicated onboarding layer without asking the firm to replace its practice management platform.
After the firm reviews and approves the client's information, supported documents and data can sync into the appropriate matter in the connected practice management system.
- Connect supported PMS account
- Match or create the appropriate matter where supported
- Transfer approved documents
- Transfer supported client information
- Show sync status
- Display sync errors
- Retry failed transfers where supported
- Preserve an activity history
PROTECT
Security is part of the workflow.
Sensitive client information should be protected during collection, review, transfer, and deletion.
Flowple treats access control, audit history, retention, and deletion as core workflow requirements rather than afterthoughts.
- Role-based access
- Multi-factor authentication
- Secure data transmission
- Audit logging
- Controlled client access
- Firm-configurable retention where supported
- Document deletion after transfer according to policy
- SOC 2 program in progress
PURPOSE-BUILT
Flowple handles the space other systems leave behind.
Before the retainer
Intake and CRM
Marketing, lead qualification, consultations, and retainer conversion remain in the tools your firm already uses.
After the retainer
Flowple
Flowple manages client onboarding, document collection, reminders, progress tracking, review, and supported practice management syncing.
During the case
Practice management
Case work, deadlines, billing, communication, and matter management continue inside the firm's practice management system.
Flowple connects the handoff without replacing the systems on either side.
FAQ
Feature questions, answered.
No. Flowple is designed to work alongside your practice management system. It handles post-retainer onboarding and document collection, then returns supported information and approved files to the connected matter.
See what Flowple can take off your team's plate.
Get a closer look at how Flowple handles document requests, reminders, review, and supported practice management syncing.