The AI operating system — every case, from chat
Command Center runs the practice. Clients log in to your portal. Case OS runs each engagement — chat, notes, forms, documents, and meetings on one record.
One AI OS. Every part of the practice.
Start at Command Center, then the website and client login, then Case OS. Chat, notes, forms, documents, and meetings live on the case. Earnings and team management sit beside the work.
AI Command Center
The control panel — book, update, draft, send from chat
Website & portal
Your site, branded login, and the client workspace
Case OS
Step types, status, and the work queue on one record
Client chat
Case chat in the portal — not buried in email
Case notes
Session notes with optional AI drafts you review
Case form
Dynamic fields and rich data on every case
Case documents
Files with clear client vs staff visibility
Case meetings
Calendar connections, availability, and two-way sync
Dashboard & earnings
What you earned, what’s due, beside the work
Team management
Seats, routing, and shared firm caseloads
Command Center — the practice runs on chat
This is the product. Command Center is an AI chat that does the work: today's schedule, Case OS updates, session notes, client messaging, payments, services, and setup — all from one conversation.
- · Chat is the control panel — ask to book, reassign, complete Case OS steps, or send messages
- · Focus a case and run the whole AI-powered workflow from the same thread
- · Draft notes, request payments, and manage AI credits without leaving chat
- · Configure availability, services, and calendar connections in conversation — not buried settings
Professional judgement stays with you. Every draft and change is yours to review before it reaches a client record.
AI Command Center
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Your website, portal, and client login
Clients do not need another app. They open your Flumin site — login-only, a simple page, or a full firm website — sign in, and land in their cases. Chat, forms, files, and meetings are waiting. You pick the public face; the workspace behind login is the same.
Full website
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Full website
A marketing landing page with hero, services, team, and testimonials. Login opens in a modal so visitors can book or sign in without leaving the page.
How clients sign in
Each client gets a branded login on your subdomain or custom domain. No new password to remember if they use a magic link. After they are in, they only see their own cases.
- Email a sign-in link, or connect Google — same branded screen either way
- Auth-only if you already have a marketing site and just need the portal
- After login: cases, chat, forms, documents, and upcoming meetings
- Your logo, colours, and domain — not a generic Flumin login page
Colour themes — try them live
Pick a layout and theme below. Themes apply live on this page so you can see the difference immediately.
Case OS — every engagement as a sequence of steps
Case OS is the operating system for the work. Each service defines which steps run, in order. AI can advance the queue; you still approve. Chat, notes, forms, files, meetings, and payments stay on the same case record — so the portal always matches the work.
- Intake — the client completes your case form; answers live on the record from day one
- Assignment — route the case to the right consultant, with a clear owner
- Payment — Stripe Connect checkout or a request, tied to this case
- Meetings — book sessions against live calendar availability
- Approval — you gate the next step before anything moves on
- Processing — wrap-up work before the case is marked complete
- Complete — the case closes; history stays searchable for handovers
Case OS
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Client chat — on the case, in the portal
Stop digging through email threads. Clients message you from their login; you reply from Command Center or the case workspace with notes, files, and the next step beside the conversation.
- · Messages stay on the case — not lost in email or WhatsApp
- · Clients chat from the portal after they sign in
- · You reply from Command Center or the case, with full context
- · The timeline sits beside notes, documents, and meetings
Client messaging
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Case notes — drafted in Command Center
Write rich session notes after every meeting. AI turns bullet points into draft prose in Command Center — you always review before saving to the case.
- Structured note templates per service
- AI draft from bullet points in Command Center
- Share notes with clients when it is appropriate
- Full history on the case timeline
Case notes
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Case forms that change with the answers
Each service gets its own form — not a static PDF. Mix field types, nest groups, and show or hide questions from previous answers so you collect structured, rich data instead of a pile of free text. Completions land on the case, including files.
- Field types: text, number, money, date, email, phone, address, URL, yes/no, checkbox, radio, dropdown, file upload
- Repeatable groups for lists — people, properties, prior work, anything that comes in sets
- Conditional logic: show, hide, require, or disable fields from earlier answers
- Nested sub-fields under yes/no, choices, and groups
- Client or staff can complete the form; uploads stay on the case
- Answers stay structured on the timeline — searchable, not buried in email
Case form
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Case documents — not in email
Upload, organise, and share files with clear client vs staff visibility. Everything stays with the case for audits and handovers.
- Case-level document storage
- Client-visible vs internal files
- Upload from the portal, chat, the form, or the consultant workspace
- Storage quotas by plan
Case documents
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Case meetings that stay in sync with the calendar
Connect Google Calendar or Microsoft 365 once. Flumin reads busy time, offers real availability, writes bookings back, and keeps video links on the case. Change a meeting here and the calendar follows — and the other way around.
- Connect Google Calendar or Microsoft 365 — two-way sync, not a one-off export
- Availability is live: existing events block slots automatically
- Per-service duration, buffers, and how many sessions the package includes
- Video links from the connected meeting product, attached to the case
- Reschedules and cancellations stay in sync across Flumin and the calendar
- Recurring programmes for ongoing work, bookable from Command Center or the portal
Case meetings
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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.
- · Snapshot of earnings alongside today's schedule and work queue
- · Track client payments tied to cases — not scattered invoices
- · Spot what is outstanding before it becomes a chase
- · Stay commercial without leaving the practice workspace
Earnings dashboard
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Team management built for consulting firms
Invite consultants, assign cases, share a service catalogue, and keep firm branding consistent — whether you are two people or a growing practice.
- · Consultant seats with clear roles and caseload visibility
- · Shared services, routing, and assignments across the firm
- · One firm experience for clients — not a patchwork of tools
- · Scale from solo to team without changing how cases work
Team management
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