# 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. ## 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. ### 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 ### Auth only A branded login for clients who already know you. Fastest path to the portal — no public marketing pages, just sign-in and the workspace. - Logo and company name on the sign-in screen - Magic link or Google sign-in - Straight into the client portal after login ### Basic Your story and services on the left, sign-in on the right. Ideal for solo consultants who want a public page and a login in one place. - Services summary beside login - Consultant spotlight - Modal or side-by-side sign-in ### 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. - Team profiles and service listings - Client login in a modal — then the portal - Custom domain on eligible plans ### 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 ## 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 ### 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 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 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 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 ## 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 ## 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 --- Flumin does not currently expose an MCP server. - [Home](https://flumin.co/) - [Features](https://flumin.co/features) - [Pricing](https://flumin.co/pricing) - [Developers](https://flumin.co/developers) - [OpenAPI](https://flumin.co/openapi.json) - [llms.txt](https://flumin.co/llms.txt) - [Sitemap](https://flumin.co/sitemap.xml)