Explore your business area, then find the work you need to do.

Connect matter intake, research, client communication, and practice operations in a shared workspace for lawyers and support teams.

Keep intake, matter documents, research, draft correspondence, and recurring administrative work organized for a small practice.

Bring contract requests, business context, internal policies, and legal review into a workspace shared by the legal team.

Turn pleadings, correspondence, evidence, and research into case chronologies, issue maps, and draft work product for litigation teams.

Compare contracts and agreements against approved terms, organize negotiation changes, and prepare an obligations tracker for counsel.

Keep purchase agreements, closing documents, requisitions, and correspondence together from transaction intake to closing review.

Move from matter intake to source-backed research, draft client communications, closing checklists, deadline reviews, and lawyer-approved work product.

Prepare repeatable legal documents from approved templates and structured matter information, with unresolved fields visible for review.

Organize client submissions, insurer quotes, policy comparisons, renewal follow-ups, and servicing requests in one client work pack.

Prepare submission triage, broker correspondence, policy service packs, and claims document indexes for insurer operations.

Turn supplied client details, risk information, and insurer requirements into a complete submission pack for quotation.

Compare supplied premiums, limits, deductibles, endorsements, and exclusions with references to the underlying documents.

Prepare renewal work lists, updated-information requests, and comparison packs from the policies and correspondence provided.

Organize requested policy changes, supporting information, insurer responses, and outstanding client confirmations.

Prepare a source-linked claim chronology, document index, missing-record requests, and draft status updates.

Coordinate client intake, bookkeeping review, reconciliations, tax records, and audit preparation across client files.

Prepare close work lists, reconciliation support, reporting drafts, and evidence packs from authorized finance records.

Organize transaction records, receipts, classification questions, and missing support into a bookkeeping review pack.

Use QuickBooks Online as the source ledger while OpenTeam assembles close packets, reconciles records, and prepares accountant review queues.

Organize client records, research questions, supporting schedules, and review notes into a tax work pack with a clear source trail.

Run a morning review across QBO, bank activity, inboxes, receipts, OneDrive, SharePoint, and unresolved accounting follow-ups.

Turn founder materials, company research, deal notes, and portfolio updates into structured screening briefs and investment committee drafts.

Organize data-room materials, financial schedules, diligence findings, and portfolio reporting into reviewable deal and operating work.

Compare supplied opportunities against an investment team’s stated mandate and prepare consistent screening briefs.

Organize authorized data-room records into a diligence index, issue log, and source-linked review pack.

Draft investment memos from supplied research and diligence findings using the team’s approved structure.

Consolidate supplied portfolio updates into reporting drafts, KPI comparisons, and follow-up requests.

Bring supplied purchase orders, materials records, supplier confirmations, and shipment updates into an operations work pack.

Coordinate supplier purchasing, stock exceptions, customer orders, and fulfillment follow-ups using authorized records.

Organize product, stock, customer-order, and shipment records into a practical retail operations work list.

Assemble shipment milestones, carrier correspondence, delivery records, and trade documents into a shipment review pack.

Prepare supplier quote comparisons, purchasing drafts, and missing-information requests against stated requirements.

Keep supplier records, onboarding evidence, commitments, and follow-ups organized with a clear source trail.

Compare supplied stock records, movements, and orders to prepare inventory exceptions and replenishment questions.

Track order completeness, stock allocation questions, picking requirements, and shipping handoffs from supplied records.

Turn supplied carrier updates and shipping records into milestone summaries, exception lists, and draft follow-ups.

Organize commercial invoices, packing lists, transport records, and supplied trade requirements into a document review pack.

Bring customer email, financial records, shared files, and repeatable tasks into one place for the people running the business.

Deploy private AI workflows for Canadian organizations that need data residency, customer-owned infrastructure, local model options, and reviewable human approval.

Embed OpenTeam engineers with your team as technologists and trusted advisors to define use cases, prototype quickly, connect systems, and move the first agentic workflows into production.

Use OpenTeam to research filings, summarize market signals, reconcile financial records, draft review packs, and keep finance work source-backed before approval.

A property management company uses OpenTeam to take over tenant email, match rent against the property system, prepare soft reminders, coordinate repairs, and manage recurring lease notices across 100+ units.

Use OpenTeam to prepare a Vesta price-list workbook, calculate warranty add-on prices, and sync existing Shopify warranty variants after a controlled dry run.

Turn Gmail and Outlook threads into sourced answers, draft replies, task handoffs, and follow-up logs.

Search, read, summarize, organize, and produce work from OneDrive, SharePoint, Google Drive, Office files, PDFs, and email attachments.

Prepare meetings, propose times, draft agendas, manage follow-ups, and keep recurring reminders tied to source context.

Bring campaign, lead, listing, commerce, review, and revenue context into a weekly operating rhythm.

Coordinate customer and internal communication across SMS, chat, email, and CRM while keeping outbound messages under review.

Use forward-deployed engineering to connect ERP, custom databases, APIs, exports, and operating documents around a production workflow.