1 · One source of truth
A single client record carries contacts, entity type, year end and relationships.
Product · Run the work
One client record every part of the system reads from — contacts, groups, entities and a timeline of what actually happened.
What you can do
Contacts, groups, entities and a full history live on one record that billing, work and documents all read from — so nothing is right in one place and stale in another.
Clients, projects, billing and documents all read the same record.
Contacts that cascade through a group, with related entities linked.
Everything about a client — work, money, documents, comms — on one screen.
Entity type and year end that drive the work cadence.
What happened, logged as it happened, not reconstructed later.
Staff discuss a client in context, saved to the record.
Why OneFirmOS
How it works
1 · One source of truth
A single client record carries contacts, entity type, year end and relationships.
2 · Everything hangs off it
Projects, invoices, documents and communications all point back to the same record.
3 · Open Client 360
One screen shows the whole relationship — work, money, documents and conversations.
FAQ
Yes — it's the backbone of the $55 Platform that every other feature reads from.
Yes — client groups link entities and cascade contacts, so a corporate family is managed together.
In Canada, isolated per firm at the database row, with an audit log of every change.
One platform
When every part of the firm reads the same client record, the detail you need is always in the one place you'd look.