InFlowAI

For bookkeeping, tax, staffing, consulting, and local service firms

Make client intake and follow-up easier to track.

InFlowAI helps professional services teams reduce repeat document chasing, onboarding handoffs, monthly checklist work, and status follow-up.

Book a workflow preview

Common first workflows

Less chasing, cleaner status, better owner visibility.

Client onboardingNew clients trigger a checklist, folder setup, and welcome follow-up.
Document requestsMissing files are tracked without manually searching email threads.
Monthly close checklistRecurring client tasks stay visible with owner-level summary.
Status summariesLong email threads can be summarized before review or reply.
Referral follow-upNew introductions get a clear next step and reminder.

Free checklist

Find the client follow-up work that should stop living in inboxes.

Download a short checklist for reviewing intake, document requests, recurring client work, status summaries, and referral follow-up.

  • Spot document chasing and onboarding gaps.
  • Separate client reminders from owner review tasks.
  • Capture the context needed for a useful Workflow Preview.

We will use this to send the checklist and follow up about the workflow you selected. No newsletter list or resale.

Submit the form to unlock the checklist.

Practical first step

Pick one client workflow that repeats every month.

Start with a workflow preview