Tidyflow
Help Centre
Everything you need to know about using Tidyflow. Browse a category below or use search to jump straight to an answer.
Getting Started
Learn the basics and set up your account
7 articles
Job & Workflow Management
Create, manage, and track jobs and workflows
10 articles
Client & Contact Management
Manage your clients and contacts
13 articles
Client Portal & Requests
Set up and manage your client portal
10 articles
Time Tracking
Track time with timers and manual entries
2 articles
Proposals & Engagement Letters
Send proposals and engagement letters for online acceptance
4 articles
Billing & Payments
Invoice clients and collect payments online
5 articles
Email Management
Connect your email and manage your inbox
5 articles
Document Management
Organize, share, and track client files
3 articles
Reporting & Insights
Understand time, billing, and firm performance
1 article
User & Account Settings
Manage users, roles, and account settings
12 articles
Integrations
Connect Tidyflow with other tools
5 articles
AI & Agents
Use the AI assistant, delegate work to agent teammates, and connect your own AI tools
7 articles