Flowzi Pulse — Product brief
Flowzi Pulse is the digital control plane for professional services agencies. It gives you one place to run your entire operation — client relationships, complex applications, compliance obligations, team coordination, and business development — from first inquiry to closed file.
Mental model
Every agency, regardless of size, runs the same loop:
- A lead comes in
- You understand what they need, scope the work, get them to sign
- You work the case — gather documents, fill forms, coordinate reviews, submit
- You manage the outcome and close the file
Flowzi Pulse makes that loop explicit and keeps a full audit trail of who did what and when on every case — without requiring an agency to operate like an enterprise to get value from it.
By agency size
Solo practitioner 1 person
You are the intake officer, case worker, compliance reviewer, and client relationship manager simultaneously. Pulse gives you a single place to hold every client’s file — documents, tasks, notes, applications, and timeline — so nothing falls through the cracks when you’re managing 30 active cases alone. Every document is kept versioned, and every file carries the 7-year retention an OMARA audit expects — the same compliance posture a 30-person firm runs, without the overhead.
Growing agency 2–5 people
You have a mix of roles — maybe one or two RMAs, an admin, and a client-facing consultant. Work needs to flow between people without constant verbal handoffs. Pulse adds lightweight assignment and visibility without requiring a formal org structure. Each case keeps its own audit trail and 7-year retention as work passes between people, and every submission still clears RMA sign-off — so a handoff never drops the compliance thread.
Scaling agency 10–20 people
You have branches or functional specialisation — intake staff, case processors, a few RMAs, a compliance lead. Cases move between people and roles. Pulse adds a structured work routing layer with explicit application status, RMA sign-off gating, and department routing.
Large agency / network 20+ people
You operate as a network of offices under one brand. Pulse adds org-unit hierarchy, network-wide departments, MARA-compliant archive/redact/purge for client files, and multi-team workload visibility.
Not just immigration
The structural primitives — leads, clients, applications, facts, tasks, documents, events — are domain-agnostic. The immigration vocabulary is a configuration layer, not a hard-coded assumption. Student placement, education admissions, regulated insurance claims, sponsorship management — the architecture stays the same.
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