OneFirmOS

Product · Win & deliver

Document Management

Full document management filed against the client, the project and the request a file answers — with your own retention and one-click export.

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What you can do

Every file against its client, project and request

Documents file themselves against the work they belong to, so the file is where you'd look for it — not three folders deep on a shared drive.

Filed automatically

Folders per client, auto-filing against the request a file answers.

Needs-attention views

See what's missing, recent, or waiting across the firm.

Your retention rules

Keep and purge on your firm's schedule, not a vendor's.

One-click export

A full export is a button, not a support ticket.

Client uploads

Clients upload against the request that asked for it, through the portal.

Secure by row

Tenant isolation at the database row, with an audit log on every change.

Why OneFirmOS

What sets us apart.

  • Filed against the workEvery file sits with its client, project and the request it answers — not loose on a shared drive.
  • Your retention, your exportKeep and purge on your firm's schedule, and export everything with one button.
  • Secure at the rowTenant isolation at the database level with an audit log, hosted in Canada.
A client handing over a folder of documents to an advisor.
The OneFirmOS Documents workspace: a client picker and a folder tree (Permanent file, Tax returns, Financial statements, Source documents, Correspondence, Signed, Unfiled) beside the selected folder.
Documents — filed in folders per client, with anything unrecognised waiting in Unfiled.

How it works

Filed on arrival, found in seconds

  • 1 · It arrives in contextA file uploaded against a request is filed to that client, project and request automatically.
  • 2 · Needs-attention viewsSee what's missing, recent or waiting across the firm without opening each client.
  • 3 · Your rules, your exportRetention runs on your schedule, and a full export is a button, not a ticket.

FAQ

Frequently asked questions.

Is Document Management an add-on?

Yes — $15 per user per month on top of the Platform. It includes client document requests and portal uploads, and e-signatures for any document.

How do files get organized?

Automatically — a file uploaded against a request is filed to that client, project and request; anything unrecognised waits in Unfiled.

Can we export everything?

Yes. A complete export is a button, not a support ticket.

One platform

The file is where you'd look for it

No shared-drive archaeology — documents live against the work they answer, secured at the database row.

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