Book a free 30-minute demo — or start a 14-day free trial with full access and personal setup. No credit card required.
In a 30-minute call, we walk through your current intake, workflow, and reporting — and show you exactly where FloTize reduces delays and improves profitability for your type of firm.
We set up your categories, statuses, and team — configured for how your firm actually works, not a generic template.
We connect your business email so client enquiries start flowing in automatically from day one.
14 days of full access to every feature. No credit card required. We'll only discuss paid plans when you're ready.
"FloTize changed how we handle client enquiries completely. What used to take 20 minutes of admin per enquiry now takes 2 minutes — and nothing gets missed."
Fill in your details and we'll be in touch within one business day to arrange a demo or get your trial account set up.
We walk through your current intake process and show you exactly how FloTize would map to it — email ingestion, workflow, reporting, and client management — tailored to your firm type. No generic slide deck.
For email ingestion and AI drafts, yes — FloTize integrates with Microsoft 365 and Outlook via Microsoft Graph API. Most professional service firms already use M365. If you don't, you can still use FloTize for workflow, client management, and analytics.
One day. We configure your account, connect your inbox, and walk your team through the platform. You'll be capturing real work the same day.
Yes — 14 days with full access to all features. No credit card required. We set up your account personally so you're capturing real work from day one, not testing an empty system.
If you decide FloTize isn't right for you, we export all your data in CSV format and delete your account within 30 days. No lock-in, no data held hostage.