1 · Build from your catalogue
Price services from your own list and this client's history; add an engagement letter.
Product · Win & deliver
Build proposals from your service catalogue, send them for e-signature, and carry what you quoted straight through to the engagement and the invoice.
What you can do
Price a proposal from your own catalogue, get it signed online, and watch what you quoted become the engagement, the recurring billing and the invoice.
Priced from your own service list and this client's history.
Generated from the same place, in your firm's own language.
Clients accept and sign online; acceptance kicks off the work.
What you quoted becomes the engagement and the invoice, unchanged.
Upfront retainers applied against the final invoice.
See what's out, viewed, accepted or stalled.
Why OneFirmOS
How it works
1 · Build from your catalogue
Price services from your own list and this client's history; add an engagement letter.
2 · Send for e-signature
The client reviews and signs in their portal, with a tamper-evident audit trail.
3 · Acceptance starts the work
On signature the engagement, recurring billing and projects are created automatically.
FAQ
Yes — $15 per user per month on top of the Platform. It includes engagement letters.
Acceptance automatically creates the engagement, any recurring billing, and the projects — the work starts itself.
Yes, in their portal, with a full audit trail and a downloadable signing certificate.
One platform
No re-entering the quote into a separate engagement or invoicing tool — the proposal carries straight through to the bill.