EVERYTHING YOUR TEAM NEEDS

Automated filing that actually works.

You don't need to organize your data manually. TonicDM automatically files emails by project while preserving the full conversation thread, so context is always intact.

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Outlook-Native Filing

  • Works as a sidebar in Outlook (PC, Mac, Web)—no separate portal required
  • One-click filing to any project
  • Works exactly where you're already reading and writing emails

Auto-Filing (Thread Capture)

  • Automated thread-capturing technology detects follow-up emails in a conversation
  • You file once; the system handles the rest of the thread automatically
  • Reduces manual effort while ensuring complete conversations are preserved

Crowdsourced Visibility

  • When one person on a thread files an email, everyone else sees a visual indicator that it's already filed
  • Prevents duplicate work and keeps the whole team aligned
  • No more "did someone already file this?"

Search/Retrieval

  • Search across all projects—including attachment contents
  • Find that spec, that approval, that decision instantly
  • Stop "the hunt" for critical information that wastes billable hours

Large file transfer without the friction.

Send unlimited files directly through Outlook. No more WeTransfer, Dropbox links, or FTP servers. And you'll always know exactly who received what.

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Unlimited Large File Transfer

  • Send files and folders of any size directly through Outlook
  • No attachment size limits
  • Recipient gets a secure download link automatically

Download Tracking (Proof of Delivery)

  • System automatically generates a download log tracking exactly who accessed files and when
  • Eliminates conflicting accounts around file coordination
  • "The download log has been a helpful tool... more than once it's helped clarify project-coordination issues"

No FTP/WeTransfer

  • No need to log into third-party services
  • No expired download links or lost files
  • Everything archived automatically to the project record

Automatic Transmittals

  • System generates a transmittal record for sent files
  • Proof of what was sent, when, and to whom
  • Creates an audit trail without manual work

Designer-side CA workflow independent of the contractor.

Unlike tools built for contractors, TonicDM focuses on the design team's needs, allowing you to maintain your own records independent of the General Contractor's system.

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RFIs/Submittals from Design Side

  • Direct integration with Procore pulls RFIs and Submittals into your own system
  • Forward items to consultants and track reviews before responding to the GC
  • Maintain your own complete audit trail—don't rely solely on the contractor's records

Independent of GC Tools

  • If the GC changes systems, restricts your access, or the project ends, you still have your complete record
  • Critical for legal defensibility: you control your own version of project history
  • "It is critical for architects and engineers to maintain their own records independent of the GC... capturing an accurate audit trail that cannot be disputed"

Submittal & RFI Logging

  • Streamlines logging and workflow management
  • Track review cycles and consultant coordination
  • Close the loop with clear records of what was decided

Work directly in Outlook and Teams.

The fastest way to kill adoption is to make people leave their workflow. TonicDM lives where you already work.

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Work in Teams

  • View project data and filed information directly within Microsoft Teams
  • Collaborate with your internal team without switching applications
  • Project context stays visible in your chat environment

No Separate Portal Required

  • Everything accessible from Outlook sidebar (PC, Mac, Web)
  • Web interface available for advanced search and CA logging
  • But daily work happens in the tools you're already using

Zero Training Burden

  • Intuitive interface that requires minimal explanation
  • Staff "enjoyed using it" rather than resisting it
  • One firm moved from 50% adoption (legacy PIM) to 90%+ with TonicDM simply because "it's just easier to use"

See if TonicDM fits your firm.

Every firm is different. Let's have a conversation about your specific needs and see if there's a fit.

Schedule a conversation