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A better way to manage your professional services firm
Spending too much time on practice administration? We can fix that.
The only all-in-one client and project administration platform for your
professional services firm.
TRY IT NOW

Accountants

Lawyers

Consultants
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Tax Advisors
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Service Providers
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CPAs

How ontu works
We've built a modern practice management platform - designed to save you time on
administration so you can focus on client work.
Pre-client
No more lost opportunities and stagnant pipeline. Track leads, opportunities,
contacts, referrals and marketing activities in one place. Ready to pitch? Get
instant access to your firms credentials and team CVs to craft a winning
proposal in minutes.
Client Onboarding
Managing firm risk is much easier with ontu. Simplify your conflict check
process with our built-in validation tool. Streamline project acceptance
processes to check client identity, assess engagement risks and calculate
project budgets.
Project Delivery
Manage your team and your project administration tasks with ease. Staff
scheduling, project budgeting, time tracking and expense claims are fully
integrated in ontu. Client project WIP and billing status is easily monitored in
our Project Administration tool.

Grow your business with ontu
From entrepreneur to enterprise, local team to national practice, no matter your
size we have you covered.

Stay Connected
Available in the office or on the go. Ready for your remote team to stay
connected and operate from anywhere.

Improve Productivity
Simplifying and integrating client lifecycle administration means your employees
will spend more time focused on delivery.

Scale Seamlessly
Add new staff and set up custom services lines, offerings and teams to align
with your organizations structure.

Track Compliance
Track statistics on timesheet and schedule submissions, onboarding processes,
task completion and more.
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Enhance Insights
Gain better insights into firm performance and metrics by tracking date in one
place and having consistent reporting.

Go Global
Multi-currency capabilities for operating across USD, CAD, GBP, EUR, AUD and
NZD.
When we say end-to-end, we really mean it
From lead identification to project completion, ontu covers every step, making
it the most comprehensive professional services automation software on the
market. Stop using multiple tools, systems and processes and streamline with
Atom.

Customer Relationship Management (CRM) Referral and Reciprocity Tracking
Pitch Deck Proposal Builder
Conflict Check and Review
Project Acceptance Processes
Timekeeping and Expenses
Staff Scheduling and Resource Management
Project Budgeting
Project Administration and Billing
View All Features
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IDENTIFIED LEAD
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QUALIFIED LEAD
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CONFIRMED OPPORTUNITY
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PROJECT PROPOSAL
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CLIENT ONBOARDING
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LIVE PROJECT
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PROJECT STAFFING
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PROJECT ADMINISTRATION
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PROJECT ARCHIVE
The data you need, when you need it
Stop switching between systems and manually moving data; ontu manages client and
firm data in one place.
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Project Budgets
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Engagement Terms
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Project Approvals
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Customer Notes
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Pitch Templates
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CRM Information
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Timesheet Data
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Contact Lists
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Risk Reviews
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Staff Schedules
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Client Billing
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Referral Info


Ontu Pricing
Find the right plan for your business. Take advantage of our 14 day free trial.
Recommended
ATOMIC
$  (SAVE )   $ per user / month
per user / month

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Recommended
GROWTH
$  (SAVE )   $ per user / month
per user / month

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Recommended
ESSENTIALS
$  (SAVE )   $ per user / month
per user / month

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COMPARE ALL FEATURES

Looking for something else? Contact our team to discuss enterprise plans and
custom options for your business. We'd love to help.
CONTACT US  >
Ready?
Take ontu for a test drive with a free interactive demo account.
See how your firm can save time and achieve more.
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Still have questions? We're here to help! Ask us a question or schedule a live
demo.
TALK TO OUR TEAM
Talk to sales
CONTACT US
Explore Platform Features
Customer Relationship Management
Project Administration
Time & Expense Management
Resource Management
ReciPROcity Referral Tracking
Pitch Deck
Conflict Check
Project Acceptance Tools
Support
Sales Support
Start a free trial
FAQs
User Guide
Company
About
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Ontu Software, Inc

2024. All rights reserved.

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
PRICING
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