Questions firms ask before they evaluate

onfirm is an AI Operating System designed to connect the commercial, delivery, financial and management workflows of professional services firms.

Not in the traditional sense. onfirm focuses on the operating lifecycle of professional services and can connect existing specialist systems rather than forcing companies to replace everything.

It can manage CRM workflows directly or work alongside an existing CRM, depending on your operating architecture. We map this with you during the demo.

Yes. Project and delivery management is part of the operating flow, connecting contracts, milestones, resources, billing and profitability.

One connected view of a client relationship across contacts, opportunities, contracts, projects, financial activity and relevant documents.

AI works across authorized business context to summarize information, identify risks, answer operational questions and support workflows. People stay responsible for decisions.

Primarily professional services firms such as consulting, agencies, technology services and other knowledge-based, project-based businesses.

onfirm is designed around open integrations, APIs, webhooks and automation, so existing applications can remain part of your operating architecture. Specific connectors are confirmed during the demo.

Each workspace has its own database. Files are stored on S3 or a compatible system. Infrastructure details are covered during evaluation.

Pricing depends on your operating scope, users and implementation needs. Book a demo to discuss the right setup for your firm.