Core Concepts

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Workspaces

A workspace is the operating context for a company or firm team. It holds the pages, connected systems, files, automations, and review history that Flowglad uses.

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Client Context

Client context is the durable memory about an engagement: scope, operating history, working notes, source files, connected-system records, prior analyses, and approvals.

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Connected Systems

Connected systems bring records and files from tools such as ledgers, payroll, banking, email, spreadsheets, and practice-management systems into Flowglad.

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Pages and Memory

Pages organize client memory and analysis. They can be refreshed from connected sources and linked back to the records or files that support each claim.

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Automations

Automations prepare recurring work from natural-language instructions and workspace context. They can read source data, draft analysis, and prepare next steps.

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Proposals and Reviewable Actions

Flowglad can propose actions with rationale and supporting evidence. Teams decide what requires review before anything sensitive is posted, sent, or changed.

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Source-Grounded Analysis

Analyses should connect conclusions to specific records, files, or pages so reviewers can inspect the evidence and audit trail.