Time that gets billed
Unbilled time shows up by matter and by age. Anything past the days you set goes on the responsible partner's list.
Work you already did gets invoiced.
Know which clients, matters and referral sources make you money, every week.
Omnira One connects your practice management software, your books, your intake and your phones into one record your firm owns. Partners see the pipeline, unbilled time and what each client is worth on one page. Then we bring in more of the clients who pay best.
Does this sound like your week?
- Time gets worked and never billed.
- A lead calls three firms and hires whoever calls back first.
- We don't know which referral sources send good clients.
- Busy season buries us, and then it's quiet.
- The partners can't say which clients are profitable.
The page your team opens
Each part shows where its numbers come from. Nothing on it has to be typed in twice.
Every company also gets a Map of its customers, work and market, and a People page with each person's numbers and who uses Omnira One.
Unbilled time
Work in progress by matter or engagement, and how long it's gone without an invoice.
Intake
Every new inquiry, how fast someone answered, and whether it became a client.
Referral sources
Signed fees by the person or firm who sent the client.
Client profitability
Fees billed and collected against the time spent, for each client.
See it working for professional services
These are real screens from the Omnira One demo, set up for a sample professional services firm. Open the demo to click through every page yourself.
Built with your team
Omnira One is built around how you work. Every page, number and alert is shaped with your team, and we keep changing it as you grow.
Your pages
Show the pages your team uses and hide the rest.
Your words
Call things what your team calls them, whether that is a matter, an engagement or a project.
Your numbers
Pick the numbers that sit at the top of Today for each role.
Who sees what
The owner sees everyone. A manager sees their team. A tech sees their own work.
Your morning text
Choose when Quinn sends the morning numbers, and whether it comes by text or email.
In the demo, open Make it yours and try it. On your second call, we make these changes live with you.
One record, one meaning
Each of these gets one definition across every system you run, so a number means the same thing on every page.
- Client
- Matter or engagement
- Time entry
- Invoice
- Payment
- Referral source
- Inquiry
- Call
- Document
Your practice management software stays the system of record for matters and time. Your books stay the books. Omnira One makes them agree.
Works with the tools you already run
We connect the field software, books, phones and CRM you already run. Here are the ones owners ask about most, and the full list is one click below. If your company runs on something else, ask us. Spreadsheets always work.
Built for your industry
- Clio
Books, CRM and phones
- Salesforce
- HubSpot
- Google Workspace
ERP and manufacturing
- Microsoft Dynamics 365 Business Central
- NetSuite
Books, payroll and payments
- BILL
- Gusto
- Sage
- Square
CRM, marketing and reviews
- Constant Contact
- Google Ads
- Google Business Profile
- Mailchimp
- Meta ads
Phones
- RingCentral
Documents and email
- Dropbox
- Microsoft 365
No tool for part of the work yet?
If part of your work still runs on paper, a whiteboard or someone's memory, we build the internal tool for it on open source and connect it the same way. Custom internal tools are what we specialize in, and we build them on top of what you already run.
Three problems we start with
No inquiry left waiting
Every new inquiry is logged when it comes in and gets a reply right away. The consult gets booked on someone's calendar.
You stop losing clients to the firm that called back first.
A weekly firm review that takes minutes
Pipeline, unbilled time, collections and referral sources sit on one page. Quinn writes a short summary of what changed.
The partners spend the meeting on decisions instead of pulling reports.
Edge cases we plan for
These are the cases that break a normal report. We set them up from the start.
Unbilled time
Hours worked and not yet billed show up by matter and by person, before month end.
Trust balances
Client trust balances are checked against the books, and a low balance is flagged before more work goes on.
A referral source that went quiet
Each referral source is tied to the work it sent, so you see who stopped sending it.
Omnira One watches it for you
Quinn, our AI, answers questions about your business in plain English and sends your morning numbers by text and email. Watchers keep an eye on the record and tell the right person when something slips. Two of the first ones we'd set up:
Unbilled time
Work in progress on a matter goes past the days you set without an invoice.
Quiet client
A client who usually sends work hasn't in longer than usual.
Then we use the same record to book more jobs.
Most data products stop at the dashboard. They show you the estimate that went cold and leave the calling to your team. We keep going, because we already run the work that turns those numbers into booked jobs.
Past clients
Clients due for annual work, like an estate update or a tax return, reached before they go looking.
Public filings
Omnira Signal tracks court filings, liens, probate and bankruptcies, for firms that serve businesses and estates.
Referral partners
A research brief on each referral partner, and outreach to the ones who could send more.
Signal tracks court filings, liens, probate, bankruptcy and enforcement actions.
Reach the client the week they need you.
Most professional work starts with a filing somebody else made. Signal tracks those filings and tells you who now has a deadline.
A business is named in a lawsuit.
They need counsel now. Your firm reaches them in the first week.
An estate and its property enter probate.
The family needs legal, tax and real estate help. You're the firm that calls.
A company or its owner files for bankruptcy.
Creditors, buyers and advisers all need help. You know first.
A federal or state tax lien is recorded.
An accounting firm can help settle it before it grows.
A trademark applicant with no lawyer gets a refusal.
They need a lawyer to answer it, and the clock is running.
A new business registers with the state.
New companies need books, payroll, taxes and contracts. You're their first call.
What our team has done
$1.65 million
A restoration company recovered $1.65 million from its own list of past customers, a list it had written off.
Read the story$2.5M to $5M
A residential services company went from a $2.5 million to a $5 million run rate in 90 days, on follow-up our team built.
Read the story1,649
Past customers on a dormant list, reached.
23.1%
Replied.
6.3%
Booked a job.
$53K
Recovered in just over three weeks.
One recent result: we reached out to a residential services company's dormant customer list of 1,649 past customers. 23.1% replied and 6.3% booked a job, recovering $53K in revenue in just over three weeks.
We have since turned it into a full operating system that sends job reminders, plans truck dispatch to save gas and time, manages invoices and payroll, runs follow-up campaigns on dormant customers, and finds and automatically bids on government and commercial contracts.
What you own
Your data stays yours
It lands in a database your company owns, and it stays with you if you ever stop working with us.
Nothing changes without a yes
We read from your systems. Anything written back, and anything sent to a customer, waits for someone on your team to approve it.
No charge per user
One setup fee and a flat monthly fee. Your whole team can use it.
Questions owners ask
- Does this replace our practice management software?
- No. It stays your system of record, and your team keeps working in it. Omnira One reads from it and makes it agree with your books.
- How is client information kept confidential?
- Your data sits in a database your firm owns, and each person sees only what their role allows. We set up access with whoever handles your firm's confidentiality rules before anything is connected.
- Does this work for accounting and engineering firms too?
- Yes. A matter, an engagement and a project all get the same treatment: time, fees, invoices and the client behind them.
Other industries
- PlumbingCalls, estimates and memberships on one record, and more of your quotes turned into jobs.
- HVACReplacement estimates, maintenance agreements and lead sources on one record, so the slow months stay full.
- ElectricalService calls, project work, change orders and bids on one record, so you get paid for what you did.
- Roofing and restorationJobs, claims, supplements and storms on one record, so you get to the next storm first.
- Landscaping and snowCommercial grounds contracts, sites, snow events and margin by property on one record.
- Construction and contractingJob cost, change orders, bids and sub compliance on one record, with margin you can see mid-job.
- Industrial services and manufacturingSites, assets, service agreements and deficiencies on one record, with your field software and books in agreement.
- Healthcare practicesCalls, open slots, recall due and billing totals for independent practices, as counts, never patient records.
- Property managementOwners, doors, leases and work orders on one record, with the owners you might lose flagged early.
- Private equity and family officesEvery company you own on one back end, with one board view, synergies against plan and the software you pay for twice.
- BrokeragesReal estate, insurance and business brokers: every lead, deal and commission on one record, and every new lead answered fast.
Tell us what should run itself.
We'll tell you plainly whether a build fits, and what you'd own at the end.