Run client delivery, staffing, and invoicing from a single operating system.
For law & audit teams
Flowtly replaces scattered trackers for partners, legal ops, and finance. Staff by credential, keep approvals and evidence audit-ready, and apply billing rules automatically across fixed-fee, T&M, and retainers.
Engagement control
Scope, staffing, billing, and document control stay auditable for every workstream.
Engagements tracked with 360° health dashboards
Increase in forecast accuracy across the firm
Days saved closing the month for each practice
Flowtly playbooks for your industry
Problem
Engagement teams rely on email to share deliverables and collect sign-offs, slowing handoffs and leaving no audit trail.
Solution
Share deliverables, approvals, and playbooks in Flowtly with granular permissions. Clients sign off in-platform, and knowledge stays organized for future teams.
Client workspace
Approvals & versions
Clients
Approve in secure portalEvidence
Stored with versionsWorkpapers · Q2
Version v5Controls testing
Version v2Board slides
Version v4Problem
Fixed-fee, T&M, and retainers each have their own rules, but they’re applied in spreadsheets after work is done—causing write-offs and disputes.
Solution
Set billing rules per matter in Flowtly: retainers with drawdowns, fixed-fee milestones, or T&M with rate cards. Approvals, time, and expenses feed invoices automatically so partners see margin before closing.
Billing control
Rules per matter
Fixed / T&M / Retainers
Rules applied automaticallyExports
Invoice-ready in minutes100%
100%
€18k
Problem
Data from staffing, expenses, and billing lives in separate trackers, so leadership gets stale profitability snapshots.
Solution
Flowtly unifies staffing plans, rate cards, and invoices. Margin alerts trigger when burn deviates, and partners drill down by workstream instantly.
Margin radar
Matters & burn
Staffing + rates
Linked to each matterAlerts
Fire when margin shifts18 / 18
€42k
3
Problem
Scheduling is ad hoc, so the wrong seniority or practice joins matters, risking non-compliance with client or regulatory requirements.
Solution
Flowtly enforces staffing by credential, seniority, and practice. Matter rosters and calendars sync with approvals so the right mix joins, and alerts fire before a breach.
Credential scheduling
Roster rules
Rules
Practice, credential, seniorityAlerts
Fire before non-compliant swapsMon
Partner, SeniorTue
Senior, AssociateWed
Partner, SeniorThu
Senior, AssociateFri
Partner, Senior
Consulting OS
Standardize intake, delivery, and finances so partners see status, risks, and profitability in one place.
FAQ
From SOW control to managed services inside Flowtly.
Invite clients into secure workspaces or share dedicated portals. They can comment on deliverables, approve stages, and see history without email threads.
Yes. Matters carry staffing rules by practice, seniority, and credential. Rosters and calendars enforce them, and alerts fire before a non-compliant swap is scheduled.
Yes. Create each matter type with its billing rules—drawdowns for retainers, milestones for fixed-fee, or T&M with rate cards. Approvals, time, and expenses keep invoices aligned automatically.
Each engagement tracks scope, milestones, and budgets. Change requests update allocations, approvals, and downstream invoicing automatically.
Deliverables, versions, and approvals stay in Flowtly with audit trails. Invite clients to approve in-platform or via secure portals so sign-offs aren’t buried in email threads.
Pipeline, staffing, and rate cards combine into rolling forecasts so partners see utilization gaps and revenue projections per practice.
Flowtly bonus
You have been exploring - drop your work email and we will send a €500 credit code you can use on your next Flowtly purchase.