A cloud Document Management solution designed by an SME for SME’s & more.
Our Document management solution works across all business sectors. Accountants, solicitors, recruitment, retail, health, 3rd sector, in fact, anyone that has single teams, multiple teams, international teams, remote working teams.
Unlock the potential in your business by using a collection of powerful apps that save time and money through automation.
OnePractice leverages the Microsoft Office 365 platform, and enhances it’s capabilities with CRM-specific application connectors.
What’s more, you can integrate our Document management software to seamlessly work with your CRM apps, all via Office 365, allowing your business to use its standard application suite of Outlook, Word, Excel etc on desktops, laptops and mobiles.
Manage your documents with ease
Designed specifically for financial organisations, our clients enjoy an unparalleled document management solution that easily creates and stores documents, with intelligent search functions.
What’s more, it can connect with common accountancy or legal practice management tools or recruitment CRM solutions for greater collaboration and reduce the needs of moving between programs to find client information.
Create consistently accurate documents with ease
Creating documents is often time-consuming. So you find yourself reusing and editing existing documents, trying to speed up the process, but soon realise it can create more problems and only opens the door to human error. Imagine sending the wrong sales info to the wrong person. It can cost the business money, even worse, reputation as well as the embarrassment of the error, all in an attempt to save time.
OnePractice Templates™ allows easy creation of documents and spreadsheets using live data from within your CRM management system or in real-time using a simple set of prompts.
Our seamless integration with your practice management system means you no longer have to go from system to system collating information. It’s all at your fingertips. All in one solution. All for every team member to have and use
Let us show you how save that wasted business time!!
Accurately. Every time. Increasing your reputation as a business who gets it right, first time, every time.
Mail & Mail Templates
Rapidly save, file and create emails
One of the most painful things is to record emails and attachments sent by a client.
OnePractice Mail™ allows you to file emails against a client, with a single click, into your Document Center. It’s also flexible enough to allow you to choose folders and metadata** and extract attachments.
What’s more, you can create emails using Mail Templates so you no longer have to write the same emails over and over again.
End of year (financial) statements needed by each client? Use our email (or snail mail) templates to ensure client data is accurate, first time, every time. So much more than a name and address mail merge.
Auto-file documents in seconds
Physical correspondence. It can be a absolute nightmare. It clutters your office, never gets filed, important documents can get misfiled and scanning, saving to the correct place on the server and filing takes far too long.
With OnePractice Scans™, your documents can be instantly converted to searchable PDF files and read. Then using built-in sophisticated matching tools, it automatically identifies the client and files the document in your SharePoint Document Center.
Receiving physical documents is no longer a nightmare. Software / server filing is now as simple as scanning the document. More importantly, everyone can now find it, straight away, through one application.
Migrating Your Files
The easiest move to the cloud
It’s important you have one source of truth for all documentation. So as you move your document management system from your on-premise server to the Cloud, your historical files must also come too.
Talk to us today. They can help ensure your data is moved quickly and securely to the cloud.