Run client delivery, staffing, and invoicing from a single operating system.
Engagements tracked with 360° health dashboardsIncrease in forecast accuracy across the firmDays saved closing the month for each practice
For law & audit teams
Keep matters, evidence, and billing under one roof
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.
Run matters with staffing rules, entitlements, and approvals in one place
Centralize documents, versions, and sign-offs with clear ownership
Apply billing and rate rules per engagement so margin is visible before close
Practice insight
Firms linking staffing rules to billing reduce write-offs by 15%
When credentials, approvals, and billing rules live together, partners see margin impact before month-end instead of cleaning it up after.
Source: Thomson Reuters Legal Industry Report, 2024.
What Flowtly does for you
Capabilities matched to how your industry actually works
Keep every engagement on track
Plan scopes, milestones, and resource mixes across advisory, implementation, and managed services.
Track hours, expenses, and approvals in real time so partners and PMOs see accurate burn against budgets.
Streamline collaboration inside and out
Share deliverables, collect feedback, and manage knowledge bases while keeping sensitive documents secure.
Flowtly playbooks for your industry
Pick an operational challenge and see how teams solve it with Flowtly.
Partners lack real-time margin view?
Data from staffing, expenses, and billing lives in separate trackers, so leadership gets stale profitability snapshots.
Flowtly unifies staffing plans, rate cards, and invoices. Margin alerts trigger when burn deviates, and partners drill down by workstream instantly.
Margin radar
+12%
Forecast accuracy gain
Live staffing vs. plan visible to partners
Alerts fire when burn deviates from SOW
Approvals and knowledge live in inboxes?
Engagement teams rely on email to share deliverables and collect sign-offs, slowing handoffs and leaving no audit trail.
Share deliverables, approvals, and playbooks in Flowtly with granular permissions. Clients sign off in-platform, and knowledge stays organized for future teams.
Client workspace
100%
Approvals captured in platform
Deliverables stay in one secure vault
Playbooks and feedback reusable for next teams
Credentials and staffing rules ignored when matters change?
Scheduling is ad hoc, so the wrong seniority or practice joins matters, risking non-compliance with client or regulatory requirements.
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
99%
Matters staffed with rules applied
Rosters enforce practice, seniority, and clearance criteria
Calendar + approvals sync to prevent non-compliant swaps
Billing rules differ by matter and get applied late?
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.
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
100%
Invoices aligned to SOW rules
Fixed, T&M, and retainers configured per matter with alerts
Time, approvals, and expenses feed billing without rework
Consulting OS
Run engagements with clarity
Standardize intake, delivery, and finances so partners see status, risks, and profitability in one place.
Proposals feed resourcing and delivery plans automatically.
Approvals, risks, and compliance logged along each milestone.
Executive dashboards show utilization and margin in real time.
Engagement control
Provide partners a live margin and staffing cockpit
Scope, staffing, billing, and document control stay auditable for every workstream.
FAQ
Do you have any questions?
We have collected answers to the most frequently asked questions. If you don't find the answer to your question, contact us - we'll be happy to help!
How does Flowtly control SOW changes?
Each engagement tracks scope, milestones, and budgets. Change requests update allocations, approvals, and downstream invoicing automatically.
Can clients review deliverables and approvals inside Flowtly?
Invite clients into secure workspaces or share dedicated portals. They can comment on deliverables, approve stages, and see history without email threads.
How do we forecast capacity and revenue?
Pipeline, staffing, and rate cards combine into rolling forecasts so partners see utilization gaps and revenue projections per practice.
Can Flowtly handle fixed-fee, T&M, and retainers together?
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.
Can we restrict staffing by credential/practice/role?
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.
Where do documents and approvals live—can clients sign off?
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.
What do our customers say about Flowtly?
Since implementing Flowtly, we can conveniently monitor our resources and their usage. Additionally, shared company resources are accessible to everyone for reservations, helping to avoid misunderstandings and enhancing the comfort of hybrid work.
CBRE
Industry
Technology
Employees
1500+
Flowtly has been essential in organizing our internal processes. It helped us gather and analyze vital information from various sources in one place. Thanks to Flowtly, we eliminated the need for multiple systems, making our administration team’s work more efficient and comfortable.
Primotly
Industry
Technology
Employees
50+
Thanks to Flowtly, we were able to automate key business processes, significantly increasing our efficiency and saving time. We especially appreciate the budget and cost management module, which helps us better control expenses and optimize costs.