FloTize is a work operating system for professional service firms. Capture every client request automatically, prioritize work intelligently across your team, and improve margins through better data — all from one place.
Watch how a professional service firm captures, prioritizes, and delivers client work — from first email to completed job.
FloTize connects your email, your team, and your clients into a single intelligent workflow — so nothing gets missed and every client gets the service level they expect.
Emails are turned into tracked requests in under two minutes. Staff can log work directly. Recurring jobs — monthly bookkeeping, compliance checks, scheduled reviews — are auto-generated on the schedule you set. Nothing arrives untracked.
See what your team can realistically handle, where capacity is unused or overstretched, and which SLA deadlines are approaching. View work as a detailed table or as a Kanban board — filtered by client, category, or assignee.
FloTize drafts replies based on your own knowledge base, past responses, and engagement letters. Answers reflect how your firm actually operates — not a generic model. Edit or send as-is — your choice.
Track effort and cost by work type, client, and staff member. Benchmark performance across job types. Get AI-generated insights that surface what's working and where margins are being lost.
FloTize is designed for firms that rely on shared inboxes and email — not adapted from a generic project management tool.
Emails are automatically turned into tracked requests. AI drafts replies using your own knowledge base and past responses — so priority clients are never left waiting.
See exactly how long different jobs take, what they cost, and what you charged. Know which clients and work types are actually profitable — and price accordingly.
FloTize suggests pricing based on the median time similar jobs have taken in your firm. Your estimates get more accurate the more you use the platform.
Set response targets by client tier and track them automatically on every request. Get alerted before a deadline is missed — not after.
Understand what your team can realistically handle. See workload, holidays, and time off across the whole firm in one visual calendar.
Data retention policies, GDPR right-to-erasure handling, and a full audit trail come as standard. A defensible, documented process for client data — without extra effort.
FloTize replaces the spreadsheets, shared inboxes, and ad-hoc trackers that slow your firm down — with one system that pays for itself in the first month.
Priority clients get faster responses. AI drafts, SLA alerts, and automatic intake mean nothing waits in an inbox.
Clearer visibility of effort and cost per client means you stop undercharging for complex work and start pricing from data.
Quotes grounded in your own historical data — not gut feel. The more you use FloTize, the better your estimates become.
One system replaces multiple spreadsheets, shared inboxes, and sticky-note workflows — without a lengthy implementation.
FloTize fits businesses with recurring, repeatable work that need better visibility into workload, SLAs, and client profitability — without a rigid, one-size-fits-all tool.
Manage recurring compliance work, client deadlines, and team capacity in one place — from tax season to month-end.
Track every matter from first enquiry through to completion. Full audit trail, SLA monitoring, and client communication in one record.
Capture client requests, track reviews and reports, and see exactly what each client relationship costs and generates.
Every viewing request, offer, and management query tracked automatically — with full visibility across your portfolio.
Replace spreadsheets and ad-hoc trackers with a single system that shows workload, profitability, and delivery against SLAs.
Professional service firms lose hours every week to intake admin, chasing responses, and updating trackers. FloTize automates the routine so your team can focus on billable work.
Emails are automatically read, classified, and turned into tracked requests. No manual data entry. No copy-pasting between inbox and spreadsheet. What used to take 20 minutes of admin takes 2.
Monthly bookkeeping, quarterly compliance checks, annual reviews — auto-generated on the schedule you set. Your team sees the work appear in their queue without anyone having to remember to create it.
AI drafts client responses in seconds using your own knowledge base and past replies. Your team edits and sends — instead of writing from scratch. Response times drop. Client satisfaction rises.
Book a free 30-minute demo. We'll walk through your current intake process, workflow, and reporting — and show you exactly where FloTize reduces delays and improves profitability.
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