Flowple fits into your existing workflow.

Clio

Available

Return approved documents and supported client information to the connected Clio matter after your firm reviews and approves them.

• Connect your Clio account
• Transfer approved documents
• Transfer supported client information
• Sync status and activity history

Smokeball

In development

A Smokeball integration is in active development so approved onboarding documents can return to the right Smokeball matter.

• Matter matching (in development)
• Approved document transfer (in development)
• Sync status visibility
• Activity logging

MyCase

Coming Soon

A MyCase integration is planned so onboarding data and approved documents can flow into your MyCase workflow. Contact Flowple to register interest.

• Case matching (planned)
• Document transfer (planned)
• Client information sync (planned)

A Lawmatics integration is planned for firms that use Lawmatics alongside Flowple. Contact Flowple to register interest.

• Pipeline updates (planned)
• Contact data transfer (planned)
• Onboarding completion events (planned)

Send retainer agreements and consent forms for e-signature directly from the onboarding flow. Clients sign without leaving their portal.

• Embedded signing
• Retainer agreements
• Consent forms
• Signature status tracking

Lightweight e-signature for intake-related documents. Especially popular with small and solo firms for its simplicity and price.

• Simple signing flow
• Audit trail
• Template library
• Email notifications

All Flowple email notifications — onboarding links, reminders, completion alerts — are delivered via SendGrid with 99.9%+ deliverability.

• Onboarding link delivery
• Automated reminders
• Completion notifications
• Custom sender domain

SMS reminders powered by Twilio. Your clients get text messages that actually reach them — not emails buried in spam.

• SMS onboarding links
• Day 3/7/14 reminders
• Completion confirmations
• Custom sender ID

Connect Flowple to 5,000+ apps via Zapier. Trigger workflows when onboarding completes, documents upload, or matters are created.

• Matter created triggers
• Document uploaded triggers
• Onboarding completed triggers
• 5,000+ app connections

Build complex multi-step automations with Make. More powerful than Zapier for firms with sophisticated workflows.

• Visual workflow builder
• Complex conditional logic
• Multi-step automations
• Error handling

Full REST API access for building custom integrations. Every Flowple feature is available via API. Detailed docs, sandbox environment, and webhook support included.

• Complete REST API
• Webhook events for every action
• Sandbox environment
• API key authentication