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Newonfirm MCP: connect Claude and Cursor to your firm’s dataSee how it works

Every engagement, at a glance

Delivery performance should not live separately from commercial and financial performance. Every project links to its contract, team, billing milestones and margin.

  • Projects
  • Project templates
  • Milestones
  • Tasks
  • Deliverables
  • Deadlines
  • Kanban & lists
  • Versioned file reviews
  • Comments & mentions
  • Handover

Projects & Delivery

Every engagement, one board

To do
Doing
Review

Project 360

Status, deadline, progress and pending approvals for each client engagement.

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Approve Comment

Versioned reviews

Clients comment right on the file; every revision is a new version.

Project margin
38%
Revenue2,48 tỷ
Cost1,54 tỷ

Tied to money

Accepted milestones trigger invoices; people cost flows into margin.

Great alone, better together

Every area shares one data spine with the rest of onfirm.

Learn more

Frequently asked questions

Is there kanban and list view?

Both, with the same filters, grouping and saved views; switch in one click.

What can clients see?

Only what you share through the client portal: progress, files to review, public comments. Internal threads stay hidden.

How do projects connect to finance?

Accepted milestones trigger invoices and people cost flows into margin — you see profit while the project runs.

Turn your tools into one system.

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