For professional service firms

Professional services automation for firms that bill for expertise

Clients, projects, time, billing, proposals, documents, e-signatures and capacity planning in one platform, for consulting, engineering, architecture and advisory firms.

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What you get

Run the firm, not the tools.

Proposals to invoicesPrice the work once in a proposal or engagement letter, get it signed, and bill from it.
Projects and workflowTemplates, task checklists, phases and status boards for every engagement.
Time and utilizationTime capture, approvals and capacity planning by person, role and month.
Billing and paymentsHourly, fixed-fee and retainer billing, with card payments into each office's own Stripe account.
Client portal and documentsOne place for clients to pay, upload, sign and see their files.
Growing with youMulti-office, multi-currency, roles and permissions, HR and desk booking.

FAQ

Common questions.

Is OneFirmOS only for accountants?

No. Any firm that bills clients for time or fixed fees can run on it: consulting, engineering, architecture, marketing and creative agencies, and other advisory practices.

Does OneFirmOS work for law firms?

It covers clients, matters as projects, time, billing, documents, e-signatures and the client portal. It does not include legal trust accounting, so law firms that hold client funds in trust would need a separate trust accounting tool.

One platform

See it with your own firm's work

A 30-minute walkthrough on your firm's real workflow. First month free.

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