Flowlu is equipped with everything you need to manage complex legal projects from start to finish. Track reached milestones for your project, keep documents and case notes, manage financial data, distribute tasks and collaborate with the team. Avoid starting from scratch every time you initiate a new project by using your own project templates for cases.
Plan events, emails and phone calls with the built-in calendar. Easily share it with your team to keep everyone informed. Connect your Google Calendar and manage all your meetings and consultations without leaving the app.
Track billable hours spent on a case and invoice your clients accordingly. Instantly email customized invoices right from your account or share them via a public link. Get paid faster with Flowlu payment gateways integration. Set up recurring invoices and eliminate administrative tasks.
Whether you’re an in-house legal department or an independent legal practitioner, task management is a piece of cake if you’re using Flowlu. Instantly prioritize tasks, allocate them across your practice and monitor the team’s progress. Avoid doing tedious, manual actions with recurring tasks and templates. Set up reminders and automations to ensure that no essential steps are missed.
CRM module brings you a full array of tools to manage your legal business. Quickly obtain important client information and interaction history to provide better customer service. Reduce manual tasks with automation rules for sales opportunities and accelerate your legal business growth. Catch any information unique to your law firm with custom fields.
Capture every payment and expense, allocate them by financial categories and always know what the money is spent on. Forecast cash flow for legal projects and compare it against actual outcomes. Gain instant insights into the financial performance of your law firm with reporting.
Create a well-organized knowledge repository for your team to store legal documents, training materials, templates and guides. Preserve crucial information and team’s expertise within your legal firm and make it easily available for specific teammates whenever needed. Create custom lists to arrange information in tables and link them to your projects and CRM.
Plan trials, structure projects and brainstorm business processes with easy-to-use mind mapping tools. Utilize mind maps to effectively organize and present information on legal cases. Collaborate on the content with your team and share your ideas across the practice more creatively and clearly.
Flowlu is integrated with multiple apps like Gmail, XMind, Stripe, Outlook, Paypal and others. If your legal professionals and attorneys need more than our built-in integration capabilities provide, you can use open API and webhooks to create a custom integration with those apps you require most.