Product tour
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.
Client map — groups, entities and accounts
You bill the group. You file for the entities. The client file holds every entity, its year-end and what it has to file; the engagement on that file says which of those you are doing; and each one you are doing is a project underneath it.
Example firm · invented data, shown to illustrate the record shape
Mechanism map — the recurrence engine
Four fields go in. A year's worth of projects, tasks, budgets, assignments and filing dates comes out. Nobody remembers a T2 — the engagement says it exists, and the engine does the arithmetic.
Grounding map — built-in AI
The useful question about AI in a practice tool is not what it can write — it is what it is allowed to read, and what a person still has to approve. Inside the ring is the grounding set. Outside it are the drafts, each one stopping at a human.
Grounded
Every answer is built from records this firm already holds. There is no second corpus and no guessing at a client's year-end.
Scoped to the viewer
It reads exactly what the person asking is permitted to read. The access map above is not bypassed by asking a question in a different box.
Stops at a person
Nothing it produces is sent, signed, filed or invoiced. It arrives as a draft with a name on the approval, which is the only arrangement a practice inspection can live with.
Book a walkthrough and we'll tailor the tour to how your practice actually works.
