From the work that runs itself to AI that drafts your proposals, here's what your team gets on day one.
Turn client emails into work items, route them through your firm's workflow, and let the system chase what's overdue. Partners see the whole practice at a glance; your team always knows what's next.
OneFirmOS ships with Claude, ChatGPT and Microsoft Copilot on board. Ask a question about your practice, or have it draft a proposal, create a client, or spin up a job — it always previews the change and waits for your confirmation before writing anything.
Track time against jobs as your team works, watch budget vs. actual in real time, then turn WIP into invoices and collect online — all in the same platform, so nothing gets lost between doing the work and getting paid.
Send proposals and engagement letters, collect documents, gather answers and take payment — all from one secure, on-brand portal. Proposals are signed with a full, tamper-evident audit trail and a downloadable signing certificate.
Book a walkthrough and we'll tailor the tour to how your practice actually works.