Flowcase

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Flowcase is the AI-powered system of record for your firm’s past projects and employee experience. It centralizes CVs, project sheets, and project history into one structured platform, making it easy to find, update, and use accurate data in proposals, bids, and resource planning.

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Cloud Collaboration PlatformArtificial Intelligence (AI)Data ManagementCRM (Customer relationship management)Construction Technology (ConTech)

Flowcase Overview

Flowcase is a centralized system of record for managing employee experience and project history in AEC and professional services firms.

Most firms store resumes, project sheets, and case studies across SharePoint folders, Word documents, Excel files, and email threads. Over time, data becomes inconsistent, outdated, and difficult to trust. Skills are duplicated. Certifications lapse. Project descriptions vary by format. Before every bid, teams scramble to piece together the right information.

Flowcase replaces this fragmented setup with a structured, searchable platform built specifically to manage CV and project data at scale.

As a system of record, Flowcase:

• Maintains one authoritative source for employee profiles, certifications, and project experience
• Standardizes skills and master data to eliminate duplicates and inconsistencies
• Enables employees to update their own information through controlled templates
• Tracks certifications and education to ensure compliance and accuracy
• Stores project references in a consistent, reusable format
• Supports confidentiality levels across different clients and markets
• Preserves master CV data while allowing tailored versions for specific bids

Because the data is structured, it becomes instantly usable across the business, especially as more and more content is generated with AI. As every business knows, when it comes to AI - bad data in, bad content out. Flowcase ensure good data, great content out. Bid teams can quickly assemble accurate CVs and project references. HR can maintain up-to-date employee records. IT gains visibility, control, and integration flexibility through an open API.

Flowcase integrates with CRM, HR, and ERP systems to ensure experience data connects with commercial and resource workflows. It scales across offices and acquired companies, creating one uniform data layer for the entire organization.

The result is not just faster proposals. It’s trusted, centralized expertise data that supports bidding, staffing, compliance, and strategic decision-making.

Flowcase becomes the source of truth for the most important asset your firm has: your past experience. Your Proof.

Flowcase is a centralized system of record for managing employee experience and project history in AEC and professional services firms.

Most firms store resumes, project sheets, and case studies across SharePoint folders, Word documents, Excel files, and email threads. Over time, data becomes inconsistent, outdated, and difficult to trust. Skills are duplicated. Certifications lapse. Project descriptions vary by format. Before every bid, teams scramble to piece together the right information.

Flowcase replaces this fragmented setup with a structured, searchable platform built specifically to manage CV and project data at scale.

As a system of record, Flowcase:

• Maintains one authoritative source for employee profiles, certifications, and project experience
• Standardizes skills and master data to eliminate duplicates and inconsistencies
• Enables employees to update their own information through controlled templates
• Tracks certifications and education to ensure compliance and accuracy
• Stores project references in a consistent, reusable format
• Supports confidentiality levels across different clients and markets
• Preserves master CV data while allowing tailored versions for specific bids

Because the data is structured, it becomes instantly usable across the business, especially as more and more content is generated with AI. As every business knows, when it comes to AI - bad data in, bad content out. Flowcase ensure good data, great content out. Bid teams can quickly assemble accurate CVs and project references. HR can maintain up-to-date employee records. IT gains visibility, control, and integration flexibility through an open API.

Flowcase integrates with CRM, HR, and ERP systems to ensure experience data connects with commercial and resource workflows. It scales across offices and acquired companies, creating one uniform data layer for the entire organization.

The result is not just faster proposals. It’s trusted, centralized expertise data that supports bidding, staffing, compliance, and strategic decision-making.

Flowcase becomes the source of truth for the most important asset your firm has: your past experience. Your Proof.

Flowcase Pricing

FREE TRIAL
Yes, 7-30 days

Flowcase Alternatives

See how Flowcase stacks up against similar tools before you decide.

Ichi

Ichi is an AI-powered platform that helps architecture, engineering, and construction teams review complex project documents more efficiently. It supports building code compliance, automated QA/QC, construction administration, and firm-wide knowledge management. By analyzing drawings, submittals, RFIs, and other documents, Ichi identifies missing information, potential conflicts, and items requiring attention, helping teams reduce repetitive work, improve accuracy, and make faster, better-informed project decisions.

Egnyte

Egnyte is a secure cloud content management platform that helps architecture, engineering, construction, and owner teams store, access, share, and govern project information. It supports large CAD, BIM, GIS, and point-cloud files while enabling collaboration across offices, jobsites, partners, and clients. With integrations, mobile access, AI-powered search, version control, permissions, and security tools, Egnyte helps organizations reduce data silos, protect sensitive information, and maintain reliable workflows throughout project delivery.

MetaField

MetaField is industry-leading, modern software that automates field, lab, and reporting workflows for geotechnical engineering, construction materials testing, and inspection firms of all sizes. It replaces manual processes and disconnected systems with a single platform, enabling teams to capture data once and use it across every stage of work—improving accuracy, speed, and visibility. Built for the complexity of real-world operations, MetaField is trusted by 175+ firms across North America to streamline workflows and deliver consistent results. Learn more at https://www.metafield.com/.