Advisory firms
A complete view of every client
Accounting, advisory, research, architecture and engineering — one complete operating view across clients and engagements.
AP
An Phát Land
Client since 2023 · 3 legal entities
3
Opportunities
2
Contracts
4
Projects
6
Invoices
Revenue this year3,1 tỷ
Common challenges
What slows firms like yours down
- Client files scattered everywhere
- Deadlines easy to miss
- Documents arrive by email
- Hard to know which clients are profitable
- Sensitive data needs tight access
How onfirm helps
One operating flow for the whole firm
Client 360
Every engagement, document and conversation on one record.
AP
An Phát Land
Client since 2023 · 3 legal entities
3
Opportunities
2
Contracts
4
Projects
6
Invoices
Revenue this year3,1 tỷ
Document requests
Clients submit documents through a private portal, with reminders.
Profile cover · option 2v3
Approve Comment
Tight permissions
By module, unit and record; a separate database per workspace.
WhenContract signedThenCreate project
WhenMilestone acceptedThenIssue invoice
Lead‑to‑Cash
From opportunity to cash, without breaking the chain
Every service engagement has its own milestones, documents and invoices, all rolling up to the same client record.
See Lead‑to‑Cash- Lead
- Opportunity
- Proposal
- Contract
- Project
- Milestone
- Invoice
- Payment
Turn your tools into one system.
Connect clients, sales, contracts, delivery, finance, people and AI into one operating flow.