How to Use Flo AI

Kaylee Welling

Kristin Payne

Annie Cox

Employers/Law Firms

View Our Status Page (Employer Admins)

How to Upload Candidates

Admins can now send emails to candidates at any time—independent of a job status change, interview, or event.

Sending Emails to Candidates (Without a Status Change, Interview, or Event)

The Candidates page has been updated for users who do not currently use our ATS. Follow along with this article to find out what has changed!

Understanding the Updated Candidates Page: Non-ATS Customers

Managing Members (Employer Admins)

If one candidate has duplicate profiles, you can merge the profiles together and note which one is the primary profile.

Duplicate Management

Customize Appearance (Employer Admins)

Adding and editing qualifying questions you can use during candidate registration.

Qualifying Questions

How to ensure Flo will work for your interviewers when on firm computers or firm networks.

IT Team's Guide to Flo Recruit (Employer Admins)

Account Setup and Navigation

Kelsi Rhoades

Katherine Allen

Articles for Flo Forward & Pipeline Building users

Flo Forward & Pipeline Building

Outreach Events: In-Person

Detailed instructions for how to create and host a Webinar in Flo Recruit!

How to Host Webinars with Flo Recruit

Detailed instructions for how to host virtual chats to increase personal connection between candidates and employees.

How to Host 1 on 1 or Small Group Events with Flo: Virtual Chats

For law firm admins who want to market their recruiting events to law students on Flo Forward

Posting your Outreach Event on Forward

How to create and post an outreach event on Forward.

Forward Outreach Events

🆕 Emails sent to candidates from outreach events are now automatically logged on each candidate’s profile within the Communications tab.

Outreach Events Communications

Use this step by step guide to make sure you're prepared for your career fair style recruiting event.

Using Flo at a Career Fair Style Event

How to Check-in candidates using the "Start Check-In" button, Kiosk mode, or the Day of link.

In-Person and Webinar Event Check-In

Employers: Day Of Link

Create a Mailing List

How to Preview an Event from the Student Perspective - Employer Admin

Events: Outreach

Flo Forward FAQ for Employers

This article explains how to review your profile and submit changes.

How to Review and Update Your Flo Forward Firm Profile

Flo Forward for Firms

Candidate Exports

Integrating Your Evaluations

How to apply different filters on your candidate's tab to get different results and help you report!

Filtering Candidates

Navigate the Reporting tab, understand the information available, and effectively use the Conversion Report to analyze candidate flow.

Reporting Page

How you can add candidates to a dummy event in order to send emails, group candidates, or track superstars

Creating Webinar Events for Candidate Groups

Please note that the appearance of these options will differ slightly depending on whether or not you have our ATS package.

How to View Feedback and Evaluations

Isabel Tomkins

Exports and Reporting

Olivia S.

Help articles for admins, attorneys, and associates for summer programs

Work Allocation

Work Allocation FAQ: Admins

Creating Programs and Evaluations

How Admins can create, solicit, and manage projects

Managing Projects

Groups allow you to organize Summer Associates within a program into smaller cohorts.

Groups

Managing Evaluations

Admins

Work Allocation FAQ: Summer Associates

Everything you need to know about using Flo as a Summer Associate!

Summer Associate Overview

Your full guide to adding projects and completing evaluations.

Work Allocation: Attorney Overview

Contributor Roles View

Work Allocation FAQ: Contributors

Articles for Contributors, Attorneys, and Summer Associates

Non-Admins

Step-by-step guide on Performance Management setup

Performance Management

Flo has expanded beyond recruiting to include performance solutions for law firms. Learn more about it below!

Performance Management: Introduction

How to add users from your organization to Flo Performance Management

Performance Management: Adding and Removing Members

Performance Management: Questions and Forms

The platform helps firms run review cycles, manage promotion processes, and bring together insights from across their systems!

Performance Management: Creating a Review Cycle

Performance Management: Managing Reviewees and Reviewers

Performance Management: Stage Reminder Emails

Performance Management: Matters

Performance Management: Composite Scoring

Performance Management: Sharing a Review Cycle

Admins - How to Submit Evaluations on Behalf of Reviewers/Reviewees

Performance Management: Saved Filters

AI Draft for Consensus Reviewers

AI Tools

PDF Export for Consensus Reviewers

Performance Management: How to Navigate the User Profile

Account Navigation and Cycle Setup

See how easy it is to navigate and fill out evaluations with Flo!

Performance Management: Reviewee Guide

Performance Management: Reviewer Guide

Guides

Help articles for every piece of the applicant tracking system 

Applicant Tracking System

ATS: Creating Departments & Positions

ATS: How to Create Statuses

ATS: Creating and Editing Pipeline Templates

Learn how to set up Self ID and add it to jobs.

ATS: Using Self Identification in Jobs

How to navigate your application questions

ATS: Creating, Editing, and Using Application Questions

How to navigate creating and applying internal fields

Internal Fields

Partner Hiring

Our Candidates tab got a makeover - here's everything you need to know.

Navigating Your Candidates Page and Profiles - ATS Customers

ATS: Setup

ATS: Creating a Job

ATS: Adding Candidates to a Job and Requesting Missing Information

ATS: Changing Candidate's Job Statuses

How to bulk-add new candidates into a job.

Creating a Webinar Event for Bulk Candidate Uploads

This article covers important updates from January 2026

New and Improved Job Details Page

ATS: Jobs

How to create and edit candidate review, including voting!

Candidate Review - For Admins

How members can vote on applicants using candidate review

Candidate Review - Voting

Candidate Review

Exports you can pull from inside your jobs!

ATS: Exports and Reporting

How our ATS customers can pull status reports

ATS: Status Activity Report

Where you can track emails and other ATS communications sent to candidates

ATS: Communications Tab

The ability to build custom reports is finally here! Admins can now create fully customizable reports using data from across their Flo account.

Custom Reporting

How to use and edit saved filters across our product.

Saved Filters

Historical Data Import

ATS: Data and Reporting 

ATS: Agency Database and Applications

ATS: Agency Fee Agreements

ATS: Recruiting Agencies

Employer Admins: OCI Frequently Asked Questions

Hybrid Interview Events (Part One)

Hybrid Interview Events (Part Two)

Using the Live Dashboard (Employer Admins)

Events: Interviews

For Interview Events shared from a University

Accepting University Shared Events

Invite Employer Networking Events

Employers ONLY: Setting up an OCI event for a school that doesn't use Flo

Create and Share Student Document Packets - Employer Admins

School Events

Our most frequently asked questions about the employer experience of interview scheduling

Employer FAQs

How to register for an Interview Management event as an employer.

Registration

How to post jobs as an employer in an Interview Management Event

Job Creation

Editing Your Job Postings

Adding or Editing Interviewer Information

Step by step instructions on attending your interviews, including bulk downloading documents and reviewing candidate information.

Interviewers: Attending your Interviews and Downloading Documents

How your Organization Appears to Students When Bidding

Viewing Matches, Student Documents, and Schedules

The article is relevant for Interview Management events that are 100% or partially pre-select

Reviewing Applications and Submitting Decisions

Attending an Interview Management Event? Click here.

Interview Management: Employers

Preview Program - Employers: Registration and Job Creation

Preview Program - Employers: Reviewing Applications and Submitting Decisions

How to register and post jobs for Document Collect Events.

Document Collect - Employers: Registration and Job Creation

Document Collect - Employers: Viewing and Exporting Documents

Collection for Preview Programs and Document Collect

Preview Programs and Document Collect: Employers

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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