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Platform

Everything to operate as one

Six operating areas on one data spine, one AI layer and one permission system. Use them together, or connect the ones you already run elsewhere.

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onfirm
01One Flow
02One Data Spine
03One Management View
04One AI Layer
The operating model

One firm. One flow.

Information should move with the business. onfirm connects each operating stage so teams don’t have to recreate context every time work changes hands.

  1. 1MarketingDemand
  2. 2SalesPipeline
  3. 3ContractCommitment
  4. 4DeliveryExecution
  5. 5FinanceCash & margin
  6. 6CustomerRelationship
  7. 7GrowthExpansion
PeopleWho does the work, at what capacity and costAll 7 stages
DataOne spine of clients, contracts, projects and moneyAll 7 stages
AutomationHandoffs that move work to the next stageAll 7 stages
AIContext-aware assistance across every stageAll 7 stages
Management IntelligenceOne view of commercial, delivery and financial healthAll 7 stages
Operating areas

Six areas, one data.

01

Sales & CRM

Turn opportunities into predictable revenue.

  • Leads
  • Pipeline
  • Proposals
  • Forecast
02

Contract Operations

Won becomes work, automatically.

  • Templates
  • Approval
  • E-sign
  • Billing schedule
03

Projects & Delivery

Deliver consistently without losing commercial context.

  • Milestones
  • Tasks
  • Deliverables
  • File reviews
04

Finance & Profitability

Know whether work creates cash and margin while it is happening.

  • Invoices
  • AR
  • Cashflow
  • Project margin
05

People & Capacity

People, cost and performance, connected.

  • Allocation
  • Capacity
  • Cost
  • Utilization
06

Management Intelligence

See the company as one business.

  • Pipeline
  • Project health
  • Revenue
  • Margin
Connected views

Three views that cut across

Lead‑to‑Cash

One commercial chain from opportunity to cash.

Client 360

Every engagement, invoice and conversation on the same client record.

Client Portal

Clients approve, comment on files, submit documents and pay — on your domain.

Turn your tools into one system.

Connect clients, sales, contracts, delivery, finance, people and AI into one operating flow.

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