Everything your firm needs to use AI properly inside Microsoft 365
NX365 combines structured records, automation, workflows, document generation, support and governance in one managed platform.
Structured records replacing Excel-based processes
Most SMEs rely on Excel files, emails and folders. NX365 replaces that with a structured record-keeping facility that gives your firm clearer records and AI-ready information.
- ✓ Clearer records
- ✓ Better data quality
- ✓ Easier updates
- ✓ Improved visibility
- ✓ AI-ready information
The result is less manual work and better control.
Build your own fact finds, checklists and information-gathering templates
Create standard checklists and information-gathering records for the way you work — then let NX365 keep them current automatically.
- ✓ Saves time on data entry
- ✓ Keeps records current
- ✓ Identifies missing information
- ✓ Improves consistency
- ✓ Gives AI better context to work with
RECORDS UPDATE FROM · EMAILS · DOCUMENTS · NOTES · MEETING RECORDINGS · PHONE CONVERSATIONS
Keep everyone aligned, with consistent processes
Multi-user coordination
Different users complete tasks at different stages. NX365 brings it together into one structured process.
- ✓ Multiple users update the same record
- ✓ Progress visible across the team
- ✓ Work no longer scattered across inboxes
- ✓ Updates happen in one place
Workflows & milestones
Define how work should move through the business with standard workflows, milestones, stages and approval steps.
- ✓ Standard workflows & stages
- ✓ Task sequences & required actions
- ✓ Approval steps
- ✓ Repeatable, measurable & AI-ready
Generate client-ready reports and documents automatically
Upload your templates once. NX365 uses information already captured in the system to generate professional outputs.
- ✓ Faster output creation
- ✓ More consistent documents
- ✓ Less time drafting manually
- ✓ Better use of existing data
- ✓ Easier quality control
Built around the tools your team already uses
No new ecosystem. No major disruption. Just a better way to use what you already have.
Client portal & integration options
A secure client portal and integration options for additional systems where needed.
- ✓ Share documents securely
- ✓ Request information
- ✓ Manage approvals
- ✓ Reduce manual chasing
Managed service included
NX365 is fully managed by 1CX — not software you are left to run yourself.
- ✓ User & platform support
- ✓ Microsoft 365 tenant management
- ✓ Device support & oversight
- ✓ Monitoring, optimisation & governance