1 · You request
Send a proposal, a document request or an invoice from inside the firm's workspace.
Product · Win & deliver
A single client-facing portal where clients sign proposals, upload what you asked for, and see their invoices and receipts — no second login for you to run.
What you can do
A single branded place where clients sign, send you exactly what you asked for, and settle their invoices — and everything they do lands filed, with no admin for you.
Clients accept and e-sign online.
Files land against the request that asked for them.
Clients see and pay invoices, and find receipts later without asking.
A clear list of what the client still owes you.
Your firm's look and your own domain.
No separate user directory to maintain.
Why OneFirmOS
How it works
1 · You request
Send a proposal, a document request or an invoice from inside the firm's workspace.
2 · They respond in the portal
Clients sign, upload against the specific request, and pay by card — on your brand.
3 · It lands filed
Everything they send arrives against the right client, request and project automatically.
FAQ
Yes — the portal (invoices, receipts and online payment) is part of the $55 Platform. Document uploads, document requests and shared files need the Documents add-on, and signing proposals needs the Proposals add-on.
Yes — your look and your own domain, so clients see your firm, not ours.
View and pay their invoices and receipts — and, with the matching add-ons, upload requested documents (Documents) and sign proposals (Proposals).
One platform
No separate user directory, no chasing email attachments — one portal that keeps itself organized.