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.
Client context is the durable memory about an engagement: scope, operating history, working notes, source files, connected-system records, prior analyses, and approvals.
Connected systems bring records and files from tools such as ledgers, payroll, banking, email, spreadsheets, and practice-management systems into Flowglad.
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.
Automations prepare recurring work from natural-language instructions and workspace context. They can read source data, draft analysis, and prepare next steps.
Flowglad can propose actions with rationale and supporting evidence. Teams decide what requires review before anything sensitive is posted, sent, or changed.
