1 · Matched automatically
Incoming mail is linked to the client it came from.
Product · Win & deliver
Inbound client mail matched to the client it came from, then filed, replied to, or turned into work — without retyping anything.
What you can do
Client email lands against the right client, ready to file, reply to, or turn into a project, task or time entry — so the message and the work it created stay together.
Mail lands against the right client automatically.
Create a project, sub-task or time entry straight from an email.
Respond without leaving the client's record.
See exactly what each message created and where.
Every email, note and chat on one timeline.
The right people told, by bell or email, when mail arrives.
Why OneFirmOS
How it works
1 · Matched automatically
Incoming mail is linked to the client it came from.
2 · Turn it into work
Create a project, sub-task or time entry straight from the message.
3 · Logged on the timeline
Every email, note and chat sits on one communications timeline for the client.
FAQ
Yes — it's part of the $55 Platform.
Inbound client email is linked to the client it came from, ready to file, reply to, or turn into work.
Yes — the intake action log shows exactly what each message produced and where.
One platform
The email, the task it created and the time logged against it all live on the same record — not scattered across three tools.