Clients & Projects
FlowEdge helps you keep your clients and projects organized in one place. Every document you generate is linked to a client and project, making it easy to find past work and generate new documents with the right context.
Guides in This Section
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Managing Clients — Add, view, and organize your client list. Learn about auto-creation and client details.
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Project Overview — Understand the three tabs in every project: Documents, Forms, and Context.
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Project Context Tab — Upload background files and information so the AI generates smarter, more relevant documents.
💡 Tip
You do not need to set up clients and projects before generating documents. FlowEdge creates them automatically when you generate your first document for a new client.
How It All Connects
Here is how clients, projects, and documents work together:
- Clients contain one or more Projects
- Projects contain Documents, Forms, and Context
- When you generate a document, it is automatically linked to the right client and project
This structure keeps everything organized as your business grows. You can always find a past proposal by browsing the client or project it belongs to.
Explore Managing Clients to get started, or learn about Project Context to improve your AI-generated documents.
In this section
Managing Clients
Add, organize, and manage all your clients in FlowEdge. Keep client details, projects, and documents in one place for easy proposal generation.
Project Overview & Management
View and manage all your consulting projects in FlowEdge. Track project status, linked documents, and client details from one unified dashboard.
Project Context Tab
Use FlowEdge's Project Context tab to add background information, goals, and requirements so the AI generates more accurate, relevant documents.