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Rated 4.5/5 on G2 | Microsoft AI Cloud Partner

Professional Services Process Automation Software

FlowForma's AI-powered process automation platform automates repetitive tasks to gives Professional Services teams the freedom to focus on strategy, insights, and client outcomes.

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Trusted By Industry Leaders

Transform Professional Services with FlowForma's AI-Driven Process Automation Platform

FlowForma transforms how professional services teams manage processes. Its AI-powered platform accelerates workflows, improves accuracy, and provides end-to-end visibility, reducing manual effort, enhancing client service, and ensuring regulatory and internal compliance.

The platform integrates seamlessly with core systems, scales across teams and business units, and ensures secure, auditable, and compliant workflows.

Two colleagues reviewing work together on a laptop.
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At a glance

Sector
Professional services
Platform
FlowForma Process Automation
Built on
Microsoft 365 and SharePoint Online
Processes
Client onboarding, proposals and engagements, project and task management, timesheets and billing, contracts, compliance and audit
Integrates with
ERP, CRM, project management and billing systems
Data
Stays within your own Microsoft 365 and SharePoint tenancy
On this page The processes The FlowForma advantage Customer story FAQs

Updated

Automating Business-Critical Processes in Professional Services

Client Onboarding

Onboarding new clients, partners, or vendors in professional services can be complex, time-consuming, and prone to manual errors. AI-powered automation helps firms streamline client intake, verify documents, and assign the right project teams. This accelerates engagement timelines while ensuring accuracy, consistency, and compliance.

Proposal & Engagements

Preparing proposals, project quotes, or engagement letters can involve multiple revisions, approvals, and risk checks. Automation extracts and validates data, minimizes errors, and accelerates proposal generation. This helps teams respond faster to client requests while improving accuracy and profitability.

Project & Task Management

Managing projects across multiple clients, teams, and deadlines can be challenging. FlowForma automates task assignments, progress tracking, and milestone approvals. This ensures projects stay on schedule, reduces manual tracking, and increases visibility across teams.

Timesheet & Billing Management

Recording billable hours, generating invoices, and managing approvals is often manual and error-prone. Automation streamlines timesheet submission, validation, and billing approvals, ensuring faster and more accurate invoicing while maintaining compliance with client contracts.

Contracts

Renewing client contracts or project engagements involves multiple approvals, compliance checks, and deadlines. FlowForma automation tracks critical dates, sends reminders, and routes approval workflows, helping professional services firms reduce delays, minimize errors, and maintain client satisfaction.

Compliance & Audit Management

Professional services firms must comply with internal policies, client requirements, and industry regulations. FlowForma automates document tracking, embeds audit trails, and ensures every step of a workflow meets regulatory or internal standards. This reduces risk, keeps teams audit-ready, and maintains full transparency.

The FlowForma Advantage for Professional Services Organizations

Rapid Automation

From client onboarding to project approvals, timesheets, and invoicing, FlowForma automates every step—removing bottlenecks and freeing your team to focus on high-value client work.

Learn more about workflow automation

Native Microsoft 365 Integration

FlowForma sits directly within Microsoft 365 and SharePoint, leveraging your existing environment while keeping all sensitive client and project data securely hosted in your own tenancy. Maintain full control, governance, and compliance over your data.

Learn more about Microsoft 365

Seamless Compliance

Track, audit, and enforce regulatory and internal policies across all workflows. FlowForma ensures compliance with client contracts, industry regulations, and internal standards, reducing risk exposure.

Learn more about compliance

AI-powered Processes

AI agents extract and validate data, flag risks, and automate approvals so processes run faster, smarter, and with greater accuracy across client engagements and projects.

Learn more about the AI platform

Seamless Integrations

Connect seamlessly with ERP, CRM, project management, and billing systems. Ensure consistent, accurate, and accessible information across all teams and departments without manual intervention.

Learn more about integrations

Powerful Reporting

With real-time reporting organizations benefit from faster client onboarding, accurate project approvals, and timely billing. This creates smoother experiences for both clients and staff, boosting satisfaction, efficiency, and retention.

Learn more about reporting
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How Grant Thornton Automated Eight Processes and Made Job Appraisals 60% More Efficient

Figures from FlowForma's published Grant Thornton case study. Read the full story

60%+

more efficient than the paper Job Appraisal process it replaced

8

processes transformed to date, with Risk and IT the fastest adopters

700

appraisal forms a year taken off paper, between 100 trainees and up to 50 managers

1 day

to design and finish a five-step Mobile Request form, in house

William McCann, Grant Thornton

William McCann

IT ManagerGrant Thornton

How Grant Thornton Is Unlocking A 60% Efficiency Gain

Customer webinar

How Grant Thornton Is Unlocking A 60% Efficiency Gain

William McCann walks through the processes Grant Thornton automated and where the 60 percent efficiency gain on Job Appraisals came from. 46 min.

Key moments

Watch the full webinar

A Proven Track Record In Delivering Operational Excellence In Professional Services

Aon offices
”
Customization within FlowForma Process Automation is far better than anything we have had previously. It gives us a platform to help the business make their jobs easier and my job easier.

Robbie Molloy

Product Manager, Aon

Read the Aon story
Grant Thornton
”
The more processes we've automated with the FlowForma Process Automation platform, the more the business sees the benefits and the more they want to use it. FlowForma is business intuitive.

William McCann

IT Manager, Grant Thornton

Read the Grant Thornton story
McKinley Irvin
”
It had a robust set of features and required no coding skills, so that was an advantage. For an analyst role like mine, I needed something that would be relatively easy to step into where I could start learning immediately.

Dustin Ray

Business Analyst, McKinley Irvin

Read the McKinley Irvin story

Experience Smarter Professional Service Processes

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Recognized as an industry leader in process automation

G2 Best Estimated ROI, Enterprise, Summer 2026 G2 High Performer, Workflow Management G2 High Performer, No-Code Development Platforms, Enterprise EMEA G2 Best Support, Enterprise, Summer 2026

Frequently Asked Questions

Which environment does FlowForma operate in?

FlowForma is a SharePoint-native application, which means it runs on top of Microsoft SharePoint Online. It leverages SharePoint as the underlying document and data repository, and uses SharePoint lists and libraries to store workflow data, forms, and audit history.

Where is our data stored with FlowForma?

FlowForma runs entirely within your own Microsoft 365 / SharePoint tenancy. All data, documents, and audit records remain in your organization's environment at all times. FlowForma does not store customer data in a shared or external database.

What is FlowForma, and how does it support professional services organizations?

FlowForma is an AI-powered process automation platform that streamlines workflows such as client onboarding, project approvals, timesheet tracking, billing, and compliance reviews, enabling faster, more accurate service delivery.

How can FlowForma improve client onboarding?

FlowForma automates client intake, verifies documentation, enforces compliance checks, and assigns the right team, reducing errors and accelerating engagement timelines.

Can FlowForma help manage projects and tasks?

Yes. FlowForma tracks project milestones, automates task assignments, monitors deadlines, and flags potential delays, ensuring projects stay on schedule and resources are optimized.

How does FlowForma support billing and invoicing?

FlowForma automates timesheet validation, invoice generation, and approval routing, reducing manual effort, minimizing errors, and ensuring faster revenue realization.

How does FlowForma handle contract renewals and engagement updates?

FlowForma tracks contract deadlines, validates terms against policies, sends automated reminders, and routes approval workflows, helping firms maintain compliance and client satisfaction.

Is FlowForma secure for sensitive professional services data?

Yes. FlowForma supports enterprise-grade security, role-based access, encryption, and audit trails. It can be hosted entirely in your Microsoft 365 tenancy for full control and governance.

Transform your professional services processes

See FlowForma automate client onboarding, proposals, timesheets and billing, contracts and compliance reviews.

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