Clear your workflow

Public templates Smart PDF forms Agent-ready MCP

Two ways to win

Built for companies running clients, and individuals running their own process.

Fliox brings templates, intake, Smart Forms, documents, and audited agent access into one calm workspace. The same system works when a firm needs operational control or when a person wants to reuse a public workflow without hiring a team first.

For teams

Standardize every client engagement.

Publish intake, create projects from templates, review documents, monitor company health, and give staff a clear next queue.

Company overview with overdue, blocked, and rejected-document queues
Reusable project templates with questions, stages, and required documents
MCP tokens for audited agent access to operational data

For individuals

Start from a public template and keep momentum.

Use a public workflow as your personal project, fill official PDFs, track tasks, and keep your evidence in one place.

Personal projects from public templates
Public Smart Forms opened inside the authenticated app
Favorites for templates, pages, forms, and projects

Smart Forms

Stop asking people to fill government PDFs by hand.

Upload reusable PDF forms, recognize fields, map them once, save drafts, and generate completed documents with a live preview in the app.

Open form catalog Prepare a form

Live preview 43 mapped fields Draft saved to workspace Generate completed PDF

Templates and public pages

Reusable processes for visas, moves, compliance, onboarding, and anything with steps.

Public templates help individuals get started quickly and help firms package their best operating model into something repeatable.

Open template catalog Create private template

Public workflow

Use as personal project Start without rebuilding the process

Client intake

Questions become project context Contact details, dates, and answers stay attached

Public pages

Guides, checklists, and links Helpful documentation stays near the workflow

Fliox MCP

Give AI agents useful access, not a blank check.

Connect Claude, Codex, Cursor, or another MCP client with scoped tokens. Read tools expose workspace context, write tools require idempotency keys, and every side effect lands in the audit trail.

tools/list
  templates.validate_draft
  templates.create_draft
  smart_forms.upload_pdf
  smart_forms.update_fields
  projects.create_from_template

write policy
  scopes: templates:write smart_forms:write
  idempotency: required
  audit: always

Operational view

Know what needs action without opening every project.

Fliox turns scattered signals into focused queues for the next decision.

Review uploaded documents

See files waiting for human review and jump into the project with context.

Recover overdue work

Find open steps past their end date before they turn into client escalations.

Resolve rejected documents

Keep rejected evidence visible until the replacement is uploaded and reviewed.

Build from public knowledge. Run in your workspace.

Start with a template, fill the forms, and let Fliox keep the process moving.

Use Fliox for personal execution, client-service delivery, or agent-assisted operations with real auditability.

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