Case
ActiveAvery Chen · Mediation
Step 2 of 5 · Meeting
- Form
- Meeting
- Payment
- Document
Flumin
The practice, in one product
Command Center runs the day. Clients use your portal. Each engagement is a case — chat, notes, forms, files, and meetings on one record.
Launching soon
What Flumin includes
Start in Command Center. Clients use your website and login. The work lives on the case.
Command Center
Book, update, draft, and send from chat
Case OS
Steps, status, and the work queue on one record
Client portal
Your site, branded login, and the client workspace
Booking & calendar
Availability plus Google or Outlook when you connect them
Payments
Your own accounts. Flumin never holds client money
Documents
Files on the case, with client vs staff visibility
Integrations
Off until you connect them. Owners and admins manage them
Your data
Ireland hosting, encryption, DPA, and subprocessors
How a case flows
A case is a timeline of steps. Form, meeting, payment, and document steps run on the same record. Staff can add a one-off beside the plan without blocking it.
- 01
Form
Client answers land on the case.
- 02
Meeting
Booked against your hours.
- 03
Payment
Paid to your own account.
- 04
Document
Files with clear visibility.
- 05
Complete
You close the case.
Case OS — every engagement as a sequence of steps
Each service defines which steps run. Chat, notes, forms, files, meetings, and payments stay on the same case — so the portal always matches the work.
- Case forms — the client completes your form; answers live on the record from day one
- Assignment — route the case to the right consultant, with a clear owner
- Payment — your own connected account, or a built-in manual record, tied to this case
- Meetings — book sessions against the availability you publish
- Approval — you gate the next step before anything moves on
- Complete — the case closes; history stays searchable for handovers
Portal
I’ve uploaded the signed agreement.
Thanks — I’ll review it on the case before Thursday.
Your website, portal, and client login
Clients do not need another app. They open your Flumin site, sign in, and land in their cases. Chat, forms, files, and meetings are waiting.
How clients sign in
Each client gets a branded login on your subdomain or custom domain. After they are in, they only see their own cases.
- Messages stay on the case — not lost in email
- Clients chat from the portal after they sign in
- You reply from Command Center or the case, with full context
Booking and calendar
Publish availability in Flumin. When you connect Google Calendar or Microsoft Outlook, Flumin can add the bookings you create here and attach Meet or Teams links. Flumin does not read event titles, attendees, or descriptions. If a busy-check runs, it is free/busy only. Zoom is Launching 1 Nov.
- Connect Google Calendar or Microsoft Outlook to write Flumin bookings to your calendar
- Google Meet or Microsoft Teams links from the connected calendar account
- No event details: titles, attendees, and descriptions are not read. A busy-check, if used, is free/busy only
- Zoom meeting links — Launching 1 Nov
Tuesday
Pick a slot
Invoice · EUR 180
DuePaid to your account
Payments to your accounts
Clients pay an account you connect, or you record a built-in manual method such as bank transfer. Flumin never holds client money and takes no fee. You pay Flumin through Paddle on a fixed plan, after a 14-day trial.
- Connect your own payment provider, or use a built-in manual method
- Included: bank transfer, cash, card in person, cheque, pay at appointment
- Flumin plans are billed by Paddle — that is separate from what clients pay you
Documents on the case — not in email
Upload, organise, and share files with clear client vs staff visibility. Everything stays with the case. Drive, OneDrive, and Dropbox are Launching 1 Nov when you want the practice’s own storage account.
- Case-level document storage
- Client-visible vs internal files
- Upload from the portal, chat, the form, or the consultant workspace
- Storage quotas by plan
session-notes.pdf
Protected · staff onlyClient-visible vs internal files stay on the case.
Command Center
Book Avery for Thursday at 10:30 and draft the session note
You review before it lands on the case.
Command Center — the practice runs on chat
Command Center is an AI chat that does the work: today’s schedule, case updates, session notes, client messaging, payments, services, and setup — all from one conversation.
- Chat is the control panel — ask to book, reassign, complete steps, or send messages
- Focus a case and run the workflow from the same thread
- Draft notes and manage AI credits without leaving chat
- Configure availability, services, and calendar connections in conversation
Professional judgement stays with you. Every draft and change is yours to review before it reaches a client record.
Integrations you switch on
Practitioners connect their own accounts. Nothing is on until you connect it. Owners and admins manage the library.
- Calendar: Google Calendar + Meet, or Outlook / Teams
- Payments: your own connected account, or a built-in manual method
- Storage: Google Drive, OneDrive, or Dropbox — Launching 1 Nov
Case forms that change with the answers
Each service gets its own form. Mix field types, nest groups, and show or hide questions from previous answers so you collect structured data instead of a pile of free text.
Case notes — drafted in Command Center
Write session notes after every meeting. AI can turn bullet points into draft prose in Command Center — you always review before saving to the case.
Dashboard and earnings you can act on
See today’s work and the money beside it. Know what you have earned, what is coming in, and what needs a nudge — without a separate spreadsheet.
Team management for a small practice
Invite colleagues, assign cases, share a service catalogue, and keep firm branding consistent.
How Flumin holds practice data
Ireland hosting, encryption of case files and personal free text, a processor DPA in the legal pages, and a short subprocessor list — including Paddle for Flumin billing.
Hosted in Ireland, in the EU
The Flumin apps run on Vercel in Dublin. Your practice database, sign-in, and file storage are hosted in the EU (Ireland) on Supabase.
Magic-link sign-in. No passwords.
You sign in with a link sent to your email. There is no password to leak or reuse.
Case files and personal free text are encrypted
Case files are encrypted in the browser before they are uploaded. Personal free text — notes, messages, form answers, and client contact details — is encrypted at field level before it is stored.
You are the controller. Flumin is the processor.
For client personal data you put in Flumin, you are the data controller and Flumin is the processor. Those data-processing terms sit with the Privacy Policy and Terms of Service.
Subprocessors we use to run Flumin
Vercel (Hosts the Flumin website and apps in Dublin (Ireland).) Supabase (Hosts the practice database, sign-in, and file storage in the EU (Ireland).) Paddle (Merchant of record for Flumin plan billing.) Sentry (Error monitoring. Personal data is scrubbed before it is sent.) Resend (Sends transactional and waitlist email.) Google reCAPTCHA (Bot checks on waitlist and signup forms.)
Each practice sees only its own data
Organisation boundaries keep practices apart. Staff in one practice cannot read another practice’s records.
Errors and analytics strip personal data
Error monitoring scrubs personal data before it is sent. Analytics URLs have IDs redacted so case, booking, and user identifiers do not leak into traffic reports.
AI chats delete after 90 days
Command Center and other AI chats are removed automatically after 90 days. Case notes and files you save stay on the case.
Drive, OneDrive, and Dropbox stay off until you say so
Google Drive, OneDrive, and Dropbox sync is off by default. Connecting them needs explicit, logged consent from an owner or admin.
What we do not claim. Flumin does not claim SOC 2, ISO 27001, HIPAA, or similar certifications. We will not invent a badge to look bigger than we are.
Launching soon
Join the waitlist. We will email you when you can create your organisation and start the 14-day trial. Paddle will bill Flumin after the trial — not your clients.