Who decides which documents the client must provide?

The firm does. Flowple allows the firm to select a reusable request template, adjust it for the matter, and add clear instructions for the client.

Do clients need to download an application?

No. Clients use a guided browser-based experience that works from a supported phone, tablet, or computer.

What happens if the client does not finish?

Flowple keeps the request marked as incomplete and can follow the firm's configured reminder settings. The firm can also pause reminders or follow up manually.

What happens if an uploaded document is incomplete or difficult to read?

The firm can request a corrected version and send a specific explanation connected to that document.

What information syncs to the practice management system?

Supported approved documents and client information can be transferred through available integrations. Exact behavior depends on the connected system and current integration capabilities.

What happens to documents after transfer?

Documents follow the firm's configured retention and deletion policy after successful transfer. Current details are available on the Security page.

Does Flowple replace Clio or another practice management system?

No. Flowple adds a dedicated onboarding and document-collection workflow while the practice management system remains the firm's primary system for case work.

HOW IT WORKS

From signed retainer to case-ready.

Onboarding, made easy. Flowple handles the document requests, reminders, progress tracking, review, and supported practice management handoff between onboarding and case work.

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Flowple begins after the client retains your firm.

Signed Retainer

The client retains the firm.

Request Created

The firm tells Flowple what is needed.

Client Submits

The client follows a guided checklist.

Firm Reviews

The team approves or requests corrections.

PMS Updated

Approved information returns through a supported integration.

THE HANDOFF

The part of the workflow most firms still manage manually.

Flowple is purpose-built for the work that begins after the client retains the firm but before the legal team has everything needed to move the matter forward.

Before Flowple

Intake and retainer

The firm qualifies the prospect, completes the consultation, and obtains the signed retainer using its existing process.

Lead qualification
Consultation
Conflict check
Retainer execution

Flowple

Onboarding and document collection

Flowple guides the retained client through requests, submissions, reminders, progress tracking, review, and correction.

Document checklist
Client uploads
Automated follow-up
Review queue
Completion tracking

After Flowple

Case work

Approved information and files return to the firm's practice management system so substantive work can continue.

Matter management
Deadlines
Legal analysis
Billing
Client communication

Your existing systems stay in place. Flowple improves the handoff between them.

STEP BY STEP

One clear workflow from request to handoff.

Each person knows what to do next, and the firm can see the current status throughout the process.

1
Firm
Start the onboarding workflow.
After the retainer is signed, the firm starts a Flowple onboarding workflow for the client and matter. This can be initiated directly in Flowple or through an available practice management integration.
2
Firm
Define what the client needs to provide.
The firm selects a reusable request template, adjusts it for the matter, adds clear instructions, and identifies which items are required or optional.
3
Flowple
Send the client a guided request.
Flowple delivers a secure onboarding link through the firm's supported communication settings. The request clearly explains what the client needs to provide and where to submit it.
4
Client
Submit documents from a phone or computer.
The client opens the guided checklist, reviews each request, photographs or uploads the requested documents, and sees what remains. No app download required.
5
Flowple & Firm
Follow up and resolve what needs attention.
Flowple tracks incomplete requests and can send reminders according to the firm's preferred cadence. The dashboard shows what is waiting on the client and what is ready for review.
6
Firm & Flowple
Review, approve, and complete the handoff.
The firm reviews each submission, approves usable files, requests corrections when necessary, and transfers approved information to the connected practice management matter. After successful transfer, documents follow the firm's configured retention and deletion policy.

FOR THE FIRM

Stay in control without carrying every follow-up.

Flowple gives attorneys and staff one view of the client's request, progress, submitted documents, review status, and handoff.

Configure the request. Choose what the client needs to provide and explain each item clearly.
See current progress. Know what is complete, waiting on the client, or ready for review.
Review from one queue. Approve files or request corrected versions without searching through email.
Control follow-up. Configure reminders and pause outreach when the situation requires it.
Complete the handoff. Transfer approved information through supported practice management integrations.

FOR THE CLIENT

A clear next step, not another system to learn.

Clients see what the firm needs, why it is needed, what they have completed, and what remains.

1Open the secure link. Access the firm's request without downloading another application.
2Review the checklist. See each requested item with a plain-language description.
3Submit documents. Photograph or upload files from a phone, tablet, or computer.
4Save progress. Complete the request over more than one session when needed.
5Receive guidance. See instructions, examples, or a correction request connected to the relevant document.
6Finish the request. Know when all required items have been submitted for firm review.

WHEN SOMETHING NEEDS ATTENTION

The workflow stays visible when everything does not go perfectly.

Real onboarding includes missing documents, unreadable uploads, delayed clients, and integration errors. Flowple makes those exceptions easier to see and resolve.

The client has not finished.

Flowple marks the request as incomplete and follows the firm's configured reminder settings.

A document is difficult to read.

The firm requests a corrected version and explains exactly what the client should submit again.

A required item is missing.

The dashboard keeps the matter open and identifies the remaining request.

A sync needs attention.

The item remains visible with an action-required status so the firm can review or retry the transfer.

DOCUMENT LIFECYCLE

Collected for onboarding. Transferred for case work.

Flowple is designed to hold client documents only for the onboarding workflow and then return approved files to the firm's long-term system of record.

Collect

The client submits a requested document.

Process

Flowple prepares the upload for clearer review.

Review

The firm approves the file or requests a correction.

Transfer

The approved file moves through a supported integration.

Retain or delete

The document follows the firm's configured policy after transfer.

Access, review, transfer, and deletion activity should remain visible through the supported audit history.

INTEGRATIONS

The case continues in the system your firm already uses.

Flowple is not a replacement for practice management software. It handles post-retainer onboarding and returns approved information to the firm's connected workflow.

Clio

Available

Smokeball

Integration in development

Additional integrations

Coming soon

Explore Integrations

FAQ

How It Works questions, answered.

Flowple begins after the client retains the firm. Intake, consultation, conflict checking, and retainer execution remain in the firm's existing systems.

See the complete onboarding workflow in action.

Book a demonstration to see how Flowple fits between the signed retainer and the start of substantive case work.

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