Getting started with Flotick

Set up a workspace and bring one active client engagement into Flotick.

Create your workspace

Create an account, set up your organization, and invite the people who need access. Plan limits define the member and active-project capacity available to your workspace.

Add a client and project

Create a client record, then create a project linked to that client. Use the project to organize tasks, owners, dates, files, and delivery status.

Share the right context

Prepare a document or update the client portal with the materials you intend to share. Review the client-facing information before granting portal access.

Need help? Visit the Help Center or contact us.