The relational engine for professional firms
Your whole business, one connected graph.
Every client, company, document and matter stored once, linked richly, and navigated like a web — so the same fact is never typed twice and never silently disagrees with itself. Not a CRM, not a document store, not a calendar. All of those, sharing one spine.
The relational engine has been refined for decades. The modules are new; the foundation isn't.
Walk from any record to everything it touches — and on again.
The problem
Your tools don't talk to each other. So your data drifts.
Most firms run on disconnected systems — CRM here, accounting there, files on a drive, a calendar, spreadsheets in between. The same client's details get re-typed into five places, fall out of sync, and can't be followed: you can't get from a document to its author to their companies without stopping to search again. It buries the relationships that are the actual value of your work.
The engine
Two simple ideas bring it all together
Store once, access randomly
Each thing is one record. A person, company, address, document or matter exists exactly once; everything that needs it links to it, nothing copies it. Fix it once and it's right everywhere — no re-keying, no two versions of "HSBC".
Find · Link · Jump
Every relationship is a hyperlink you walk along. From any record you jump straight to what it connects to, and on again — document → author → their companies → that company's share register — without ever going back to a menu.
The difference
Other systems give you boxes. We give you links.
In a traditional CRM, a relationship is a field — a lookup bolted onto a record. In TeamsOffice, a relationship is a record in its own right: label it, annotate it, and walk along it from either end. We didn't add features to a CRM. We changed the shape of the data.
"Links, not boxes. Find, Link, Jump."
What you get
One spine for the whole firm.
One connected graph
Clients, entities, documents, money and work on a single spine — not five tools that drift apart.
Store once, correct everywhere
Every fact has one home. Update it once; it's right everywhere it appears.
Follow, don't re-search
Jump from any record to everything it touches. The relationships are the value.
Links that carry meaning
A link isn't a checkbox — it's a record with its own role and notes.
Built for firms that hold other people's confidential affairs:
Control who sees what — and prove it
Fine-grained, record-level access with a full audit trail.
Documents that behave like assets
Versioned, numbered and permissioned, and linked to the parties and matters they belong to — with the original file safe in your own Nextcloud folder.
Run many clients at once
Each client an isolated workspace — scale without the data bleeding together.
Your storage - not ours
Your files live in your own Nextcloud, where you can see and hold them — not locked inside our database.
The Modules
You don't buy separate modules. You point one engine at the work you do.
Company Secretarial
Statutory registers that are simply views of the graph — officers are Party-to-Company links; share capital a living record.
Accounting
Bookkeeping, invoicing, vouchers, fixed assets and year-end — posted against the actual client, source document one jump away.
KYC / Client Information
Identity and beneficial ownership as structured records on the Party, reused everywhere, never re-collected.
Legal - Matters & Cases
A matter at the centre of its own graph — parties with roles, documents, deadlines and hearings, time and disbursements.
Documents & Bundles
The one true document, governed, plus secure outbound sharing through controlled secure links.
The Engine Underneath
Every module is the same connected graph, pointed at a job. Turn them on as you need them.
Who it's for
Built first for the firms that feel the pain most.
The engine helps any business with people, things, documents and relationships. We lead with the professions where getting the relationships and the governance right is the job.
Corporate Service Providers
Run a hundred clients' companies without a hundred spreadsheets.
Accountants
Your books, your clients' books and your compliance all on one spine.
Trustees
Hold the structure, govern the documents, prove the control.
Paymasters
Every payment, every account-holder, every penny accurately shared and audited.
Lawyers
Run the matter, not the mess.
Why trust it?
Five decades of professional practice, distilled into one system.
TeamsOffice is not a first attempt. It's the work of the founder's more than fifty years in law and finance — including a term as vice-chairman of the International Bar Association's law office management committee — and a first build of this very idea in 1999. The modules are new. The thinking behind the engine has been refined for a working lifetime.
Watch the links do the work.
- Select a client and you see its directors, its shareholders, its filings and every adviser introduced to it.
- Select one of the introduced parties and you see the same relationships from their side.
- That's the difference between a database and a folder tree.
Founding Members
Three new professional modules. Free for the first firms in.
TeamsOffice now adds three professional modules to the Core engine — Company Secretarial, Accounting and Legal. As a founding member, you keep them free for as long as you're a subscriber.