Practice management, time tracking, billing, bookkeeping, proposals, a client portal and AI assistants — together in one secure platform. Less tool-switching, more time serving clients.
Stop stitching together spreadsheets, inboxes and half a dozen apps. OneFirmOS connects the work, the time, the clients and the books.
A visual work board, triage queue and capacity planning keep every engagement moving — from "To Be Assigned" all the way to filed.
Learn more →Log time against jobs with timers or weekly timesheets, track budget vs. actual, and turn every billable hour into WIP automatically.
Learn more →Turn WIP into invoices, collect online through your own Stripe account, and reconcile payments — with automatic reminders on overdue accounts.
Learn more →Recurring jobs generate themselves from engagements, statuses advance on triggers, and overdue work is chased for you — no manual copying.
Learn more →Built-in Claude, ChatGPT and Microsoft Copilot can draft proposals, create clients and jobs, and answer questions about your practice.
Learn more →Branded proposals and engagement letters with e-signatures that turn into work and recurring billing the moment a client accepts.
Learn more →Give clients a secure, branded space to share documents, answer requests, e-sign and pay invoices — no more chasing email attachments.
Learn more →A full accounting workspace per client — cash coding, HST/GST handling and working papers — built for Canadian compliance.
Field-level encryption, database-enforced tenant isolation and in-region data residency protect your clients' most sensitive data.
Learn more →Claude, ChatGPT and Microsoft Copilot are on board from day one — draft proposals, create clients and answer questions about your practice, with a preview before anything is saved.
Firms come to OneFirmOS to consolidate the patchwork of tools their practice runs on today.
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