Features
A closer look at what makes it different.
Underneath the simple screens is a connected engine doing real work. Here are the tools everyone gets — and the deeper power built for professional firms.
Part 1 · Cool tools for everyone
Everyday power, on by default.
No add-ons needed — these come with the Core engine, whoever you are.
See your whole business as a living map
The mind-map view turns your records into a picture with a couple of clicks and a mindmap app: every party, document, account and matter as a node, every relationship as a link. Click any node to jump to it and follow the connections. It's the clearest way to answer "how does all this fit together?"
Export anything
Every list prints to a clean PDF and downloads to Excel or CSV — filtered exactly as you see it.
Repeating events
Daily, weekly, monthly or yearly — set a recurrence once and it syncs to your Nextcloud calendar.
Create-and-link
Need a record that isn't there yet? Create it and link it in a single step, without leaving the page.
Automatic document numbering
Every uploaded file is named and numbered for you — unique, neatly sorted, and traceable to its record.
Store Once, Access Randomly
Enter anything once; find it from anywhere. Find · Link · Jump — the links, not the boxes.
Files, calendar, chat & calls included
We don't fight the giants — we harness them. Storage, calendar, group chat and video calls run in Nextcloud, free. Projects & tasks soon
It starts with the Core.
Everything above is in the $29/month Core engine — the professional-grade backbone, priced for everyone.
No extra module required
You already have a CRM. It just isn't called one.
A CRM is a list of people, a memory of what happened, and a way to find the ones who matter today. TeamsOffice has all three in the Core — because they aren't a separate product, they're what a relational engine does when you point it at customers.
Everyone, in one list
People and organisations as Parties, with as many phone numbers, emails and channels as they actually use — Signal, WeChat, Telegram, a second office line. Nobody's contact details live in your phone alone.
Your mailing list, exported clean
Filter to the segment you want and download it to Excel or CSV, ready for Brevo, Mailchimp or whatever you send with. The list stays yours, in your workspace.
Segments that answer real questions
Tag anyone Prospect, Client, Introducer. Then filter the list by several tags at once — all of them for "prospects who are also law firms", any for a wider sweep.
Follow-ups that don't get forgotten
A task with a due date, and a checklist inside it for the steps. It shows on your dashboard and in your calendar, next to everything else you're doing.
The memory
Every call, meeting, note and document stays attached to the person it concerns. Open a contact after eight months and the history is there — not scattered across an inbox and someone's notebook.
Whose client is whose
Record-level sharing means a colleague sees the contacts they should and not the ones they shouldn't — without a second system or a spreadsheet nobody trusts.
The part a bolt-on CRM can't do
Your prospect is the same record as your client, your supplier, the director of a company you administer and the counterparty in a matter. One person, one record, every relationship visible — including the ones you'd never have thought to look for. That is the difference between a customer database and a picture of your business, and it is why this isn't sold as a module.
Pipeline boards soon
No seat fees. No second subscription.
Everything on this page is in the $29/month Core — the same engine, pointed at your customers.
Part 2 · Built for professional firms
Stay compliant — and prove it.
Point the same engine at regulated work with the professional modules. Depth where it matters: registers, audit trails, due diligence.
Exchange-difference automation
Multi-currency books that compute and post FX gains and losses automatically — no manual reconciliations.
Trustee & paymaster transactions
Handle client money with a clean, auditable record of every receipt and payment — who it's for and why.
Statutory registers
Directors, officers and members registers generated from the live graph — print-ready and always current.
Year-end close
Roll up the year, post the closing entries and lock the period — with a guard against back-dating.
KYC & due diligence
Regulator-grade identity records on every party — passports, IDs, proofs of address, expiry tracking.
Legal matters & cases
Full case management — parties, pleadings, authorities, hearings and a dedicated case calendar.
Founding firms get the professional modules free for life — limited places.
Core · included
Every system collects duplicates. TeamsOffice finds them.
Here is something most software won't tell you. However good the design, somebody eventually types a record in twice — and from then on half the history is filed against a record nobody opens. TeamsOffice can't stop a person creating a second record. What it can do is find them, and tell you which one to keep.
It looks for itself
One click scans every record of a kind — people, organisations, addresses, documents, projects, resources, venues — for pairs that look like the same real thing. It reads through spelling, punctuation, word order and company forms, so Ltd meets Limited and HSBC meets HSBC Bank plc.
The things that can't both be true
Two records claiming one email address have only two explanations, and the scan flags the pair without presuming which: the same client entered twice, or one record simply wrong. The second is the one worth catching. A duplicate gets noticed eventually; a wrong address never does — no error, no warning, just mail going to someone who isn't your client.
It tells you which to keep
Finding the pair is the easy half. Each record is shown with how much is linked to it — the matters, documents and people that would move — plus who created it and when. That answer needs to know the relationships, which is precisely what a connected graph knows and a list of rows does not.
The cause nobody mentions
Many duplicates aren't carelessness. Someone searched, found nothing because their permissions hid the record that already existed, and entered it again in good faith. Both people were right. TeamsOffice flags those pairs specifically — so you can fix the access as well as the data.
Merge puts them back together
When two records really are one thing, merge moves every link — matters, documents, people — onto the record you keep, fills in blanks it was missing, and archives the other. It never overwrites a value you already had, and nothing is destroyed, so a merge you regret is undone by restoring the record.
Better still: it stops you making them
Start typing a client who already exists and TeamsOffice says so before you save — with a link straight to the record, so you open it instead of building a second one. Same for addresses, and for a document already filed on that matter, where the right answer is usually a new version rather than a new record. It never blocks you: two people really can share a name, and you always have the last word.
What we don't claim
That duplicates are impossible here. They aren't, in any system, and anyone who tells you otherwise is selling. What is impossible in TeamsOffice is the other kind of mess: nothing is ever copied, so one fact has one home and an update can never leave a stale version of itself somewhere else. Two records for one company is a housekeeping job — one we now warn you about, find, and fix. Five systems each holding a different version of that company is a structural problem, and that one we really have removed.
The first thing it found wasn't a duplicate.
The first time this was pointed at a live client workspace, it flagged two unconnected people holding the same email address. Not one person entered twice — a wrong address on one of the records. Corrected the same day. Nobody had known, and nothing else would have told them.
Want to see it working?
Walk through a full workspace — clients, matters, documents and calendars, already connected. Then request early access and we'll show you how it fits your business.