Turn Intake Into Your Growth Engine

FlowIQ helps law firms, healthcare and service businesses track the right metrics, coach intake staff, and rescue missed opportunities — all with clarity and confidence.

How We Help

Actionable Intelligence.
Measurable Results.

Everything your intake team needs to perform at their best.

Features

Coaching Tool for Intake Staff

Every call is scored against objective standards, giving intake managers a clear view of where staff excel and where they need improvement. Instead of subjective feedback, your team receives precise, data-backed coaching to boost consistency, empathy, and conversion.

Lead Quality Intelligence

FlowIQ doesn’t just track volume, it evaluates the quality of leads. See which marketing campaigns produce high-value cases, which channels underperform, and where you’re spending dollars without ROI. Firm leadership finally has clarity on which marketing levers actually drive growth.

Rescue Roadmap

Missed calls, dropped leads, and unreturned voicemails are inevitable — but they don’t have to mean lost revenue. FlowIQ highlights every missed opportunity and generates a structured roadmap for follow-up so your team can recover clients before they move on to a competitor.

Trend Tracker

Intake is where the market speaks first. FlowIQ tracks common objections, referral sources, and case types across your pipeline, giving you the insight to adjust messaging, refine offers, and make smarter operational decisions based on real-world data.

Custom Scorecards & Metrics

One-size-fits-all doesn’t cut it. FlowIQ builds scorecards and metrics around your business model, practice area, and goals. Whether you want to track empathy in client calls, speed-to-lead response, or consultation conversion rates, FlowIQ adapts to what matters most to you.

Performance Dashboards

Replace guesswork with crystal-clear dashboards that put intake performance, lead flow, and lost opportunity costs at your fingertips. Firm owners and managers gain the visibility they need to hold teams accountable and make confident growth decisions.

AI Stack

Built with the World's Best AI Tools

We don’t just use AI. We partner with the world’s top platforms to bring the best solutions into your business.

Logo 1Logo 2Logo 3Logo 4Logo 5Logo 6Logo 7Logo 8Logo 9Logo 1Logo 2Logo 3Logo 4Logo 5Logo 6Logo 7Logo 8Logo 9
Integrations

Seamless Integrations. Zero Disruption.

FlowIQ connects effortlessly with the telephony systems, CRMs, and practice management tools your team already uses - so you get better insights without changing how you work.

Integration 1
Integration 2
Integration 3
Integration 4
Integration 5
Integration 6
Integration 7
Integration 8
Integration 9
Integration 10

Real Firms. Real Results.

See how business leaders, intake managers, and owners are using FlowIQ to gain clarity, consistency, and measurable results.

Before FlowIQ, we were constantly wondering why cases were slipping through, but we didn’t have the data to prove it. The custom scorecards gave us a clear picture of where our team was falling short. In just three months, we’ve improved intake consistency by 60%, and coaching my team has gone from stressful guesswork to data-driven conversations. I can’t imagine managing intake without it now.

One of the biggest shocks was realizing how many opportunities we were simply letting go unanswered. With FlowIQ’s rescue roadmap, we were able to recover over 40 missed opportunities last quarter alone. Each one of those could have been a lost client forever. That alone more than paid for the entire system, and now we’re confident no lead gets overlooked.

As a marketing director, I always struggled to prove which campaigns actually brought us quality cases. FlowIQ finally gave us the visibility we needed into lead quality by source. We cut wasted ad spend by 25% within two months, and we’ve been able to reinvest in the campaigns that bring in the right cases. It’s the first time leadership and marketing are speaking the same language with real data.

Coaching my team used to feel like pulling teeth. I knew some staff were struggling, but I didn’t have a fair, objective way to show them where. The FlowIQ coaching dashboards changed everything — I can see exactly which areas need improvement, and I have the data to back it up. My team actually appreciates the feedback now because it feels fair and constructive. Our close rates have never been higher.

In healthcare, intake calls are often chaotic — patients are stressed, and staff are rushed. FlowIQ gave our patient services team structure and accountability through scorecards and tracking. Within weeks, we started to see smoother conversations and fewer missed appointments. Appointment bookings went up 35%, but more importantly, patients tell us they feel more cared for right from the first call.

We discovered through FlowIQ that so many consults were slipping away simply because follow-ups weren’t happening consistently. Once we put the rescue roadmap in place, every lead got a second touch. That small change alone increased our booked consultations by 42%. It’s one of those things you assume your team is handling until you actually see the data. Now we don’t leave it to chance.

FlowIQ’s trend tracker revealed something we’d completely missed — a recurring objection about fees that was costing us cases. Once we saw the pattern, we updated our scripts to address it early in the call. Almost overnight, conversions improved. It gave us real insight into client concerns that we just weren’t catching on our own. That kind of intelligence is priceless.

Our leadership team used to rely on intake reports that were vague at best — mostly just call counts and contact rates. FlowIQ changed that. Now, we see exactly how intake performance ties back to marketing ROI and case quality. For the first time, we can make decisions with confidence about where to allocate budget and how to coach our team. It’s been a complete shift in how we manage intake.

Allison Greene
Allison Greene - COO, Delgado Law Group

Running multiple dental offices, intake was always our weak point. Each location had its own style, and we lacked consistency. FlowIQ standardized our scripts, added scorecards, and gave us clear QA reporting across every office. In just two months, our conversion rates jumped 28% — but what I love most is that now we have visibility across locations. I know exactly where the strengths and weaknesses are.

Dr. Jonathan Reed
Dr. Jonathan Reed - CEO, SmileWell Dental Group
About Us

Meet Faizan - Man Behind the Metrics

Faizan brings over two decades of proven expertise across sales, intake management, digital marketing, operations, and workflow automation. He’s worked directly with law firms, healthcare and service businesses, witnessing the costly impact of missed leads, weak follow-ups, and blind spots in performance.

What makes Faizan unique is his ability to bridge real-world intake challenges with data-driven solutions. He’s coached teams, optimized workflows, and built systems that help firms rescue revenue and consistently perform at their best.

Today, FlowIQ reflects that mission - combining Faizan’s experience with a dedicated team of experts in software, integrations, and analytics to deliver a customizable platform that drives measurable results for firms of every size.

"I built FlowIQ to give firms the clarity and confidence they need to grow - with the right metrics, the right tools, and the right team by their side." - Faizan, Founder of FlowIQ

Founder
FAQs

Got Questions? We've Got Answers.

We know switching or adding a system feels like a big move. Here’s what you need to know.

Every firm is different. FlowIQ doesn’t force you into generic scorecards or cookie-cutter dashboards. We build custom metrics based on your practice area, goals, and existing systems. For example, a PI firm might want to track medical referral sources and case type trends, while an employment law firm might focus on intake objection handling and scheduling rates. FlowIQ is designed to reflect your exact business priorities.
No. FlowIQ is not a replacement — it’s an enhancement. We integrate directly with your existing CRM, phone systems, or case management software so you don’t have to rip and replace. The goal is to add visibility, intelligence, and accountability to what you’re already using, not to burden your team with another siloed platform.
Data security is a top priority. FlowIQ uses end-to-end encryption both in transit and at rest, with strict access controls to ensure only authorized team members can view data. We comply with industry best practices and, where required, legal industry standards around client confidentiality. Our architecture is designed to give law firms the peace of mind that sensitive information is fully protected.
Absolutely not. FlowIQ is designed for compliance and privacy first. We never share, resell, or expose your client data. Our scorecards and dashboards are focused on intake performance and process visibility, not the sensitive details of client cases. Your firm maintains full control of all data, and we’re happy to review our policies with your compliance team.
Yes. FlowIQ’s systems are structured to support compliance with major privacy frameworks, including GDPR and HIPAA (when relevant to healthcare-related intakes). If your jurisdiction has additional requirements (such as state bar guidelines), we work directly with you to ensure FlowIQ operates within those boundaries.
FlowIQ is not about policing — it’s about coaching and consistency. Intake staff often welcome the clarity, since they get objective feedback rather than subjective criticism. Managers and owners appreciate that the data highlights where training is needed, which helps staff succeed rather than setting them up to fail.
Most firms are live within 2–4 weeks, depending on the complexity of integrations and custom scorecards. Because we work with your existing systems, the onboarding process is streamlined. Our team handles setup and training so you can start seeing actionable insights quickly.
No. FlowIQ is designed to reduce workload, not add to it. Intake staff continue their normal process, while FlowIQ works in the background to score calls, track metrics, and surface insights. Managers get clean dashboards instead of hours of manual call listening or spreadsheet wrangling.
Clients typically see improvements in consultation bookings (20–50% increase within months), rescued opportunities from missed calls or weak follow-ups, marketing ROI by knowing which campaigns generate quality cases, and staff performance consistency through objective coaching. For most firms, FlowIQ pays for itself many times over by capturing cases that would have otherwise been lost.
That’s exactly what FlowIQ was built for. The platform is modular and customizable. Whether you need niche intake scorecards, reporting for a specific jurisdiction, or integration with less-common CRMs, we tailor the setup so it aligns perfectly with your workflows.
Access is role-based and controlled by your firm. Intake staff, managers, and leadership can each be granted the level of visibility they need — nothing more, nothing less. You own the data, and we make sure only the right people in your organization can see it.
No. Your data is always yours. If you decide to offboard, we’ll provide a secure export of all your historical reports, scorecards, and metrics so you maintain full continuity. We believe in earning your business every month, not locking you in.
Not at all. The platform was designed for intake directors and firm leadership, not for data scientists. Dashboards are intuitive, reports are clear, and our team provides training to make sure your staff feels comfortable from day one.

Stop Guessing. Start Growing.

Every missed call, every untracked lead, every weak follow-up is costing your firm money. FlowIQ gives you the clarity, scorecards, and insights to turn intake into a predictable growth engine.