| Document | Category | Client | Matter | Type / size | Document date | Uploaded | Status |
|---|
| Type | Subject / preview | Client / Contact | Matter | Direction | Contact | Occurred | Status |
|---|
| Contact | Email / phone | Company | Source | Client status | Updated |
|---|
New communication
Choose a communication type and add the relevant details.
Communication type
Choose once; the form adapts to the details that matter.
Context
Link this communication to the right client and matter.
Compose email
Send through a connected account; FLUXO logs the email after provider success.
| Employee | Open | In progress | Overdue | Completed this month |
|---|
Team
Organization members, roles, and pending invitations.
| Name | Role | Status | Joined / invited | Actions |
|---|
AI Agent
Ask the agent to look things up or draft an action. Nothing is sent, created or changed until you approve it below.
Your firm's name and logo, shown in the sidebar and login screen. Only an admin can change this.
Connect your existing WhatsApp Business App number without removing it from the mobile app. Messages will appear in Communications and will match Contacts and Clients by phone number.
Provide API keys so the AI Agent can read your firm's data and propose actions. Claude is used first; OpenAI is used only as a fallback if Claude is unavailable. The Agent never sends or creates anything without an operator approving it in the AI Agent page.
Connect a personal work mailbox. Email is sent directly through FLUXO → Supabase Edge Function → Google/Microsoft API. OAuth tokens remain server-side and are never displayed here.
Connect an external calendar to synchronize FLUXO events and use provider notifications on your devices.
These control what FLUXO would notify you about — sending isn't built yet, so nothing happens when a toggle is on.
This records your policy for reference; FLUXO doesn't automatically delete anything yet.
The last 100 changes across tasks, matters, clients, contacts, calendar, communications and documents. Visible to admins only.