Resources · Product concepts
What Office Unbound
is designed to look like
Interface concepts for each part of the platform: mail and calendar, documents, files and sync, chat and meetings, administration, migration and the MSP console.
Project status These are design concepts, not screenshots. Nothing shown here has been built or released yet.
About these concepts
Design direction, not shipped software
Each screen below is drawn in HTML and CSS to show how Office Unbound is intended to work: one workspace, one sign-in and one navigation across mail, documents, files, chat, meetings and administration. They use familiar productivity patterns so that people moving from Microsoft 365 or Google Workspace recognize where things are, with Office Unbound’s own layout and visual identity.
The people, companies and figures in them are fictional. The migration and MSP screens are labeled as example data because they describe a customer environment that does not exist.
They are not a commitment to a particular layout or feature set, and they do not show tested compatibility with any client, service or file format. Each product page states the status of every capability; the roadmap says what is planned and in what order.
The workspace
One place to work, one sign-in
The workspace is the frame every application sits in: a single top bar with search across mail, files, people and chat, an app rail, and notifications that cross application boundaries. Here Mail is open, today’s meetings sit beside the inbox, and a chat mention arrives without leaving the message being read. It takes the place of moving between Outlook, OneDrive and Teams as separate products.
Product concept Interface and features subject to change
Maya Okafor
Inbox12 Drafts2 Sent Archive Junk3 DeletedShared
accounts@7 payroll@- Today
-
AP Ana Petrov · Kestrel Logistics10:42Invitation: Year-end planningThu 19 Nov, 10:00. Agenda: fuel surcharge accruals, the 2027 rate card…
-
DW Dana Whitlock10:15Re: Engagement letter — Cobalt RidgeI’ve made the changes to section 4; the fee schedule now matches…
-
PN Priya Nair09:58Shared with you: Trial balance Oct 2026Finance › Close › 2026-10 · You can edit
-
TH Tom Haddad09:31Payroll cut-off moved to WednesdayBecause of the holiday on Thursday the provider needs hours by…
- Yesterday
-
GL Grace Lin · Harbor Street DentalSunOctober statementTwo insurance deposits don’t match anything on our side…
-
IT Northfield ITSunMaintenance window, Sat 02:00–04:00Mail and Files will be briefly unavailable while updates are applied…
Invitation: Year-end planning — Kestrel Logistics
Hi Maya, Dana,
Ahead of our year-end, could we walk through the fuel surcharge accruals for October and November, and the draft 2027 rate card? I’ll bring the carrier invoices that are still in dispute.
The rate card is attached; the tab “Linehaul” has the changes.
- 09:00Team stand-upMeet · 15 min
- 10:30Harbor Street Dental — Oct closeCall · Grace Lin
- 11:40
- 13:00Focus: accrual reviewBlocked by you
- 15:30Payroll sign-offRoom 2 · Tom, Priya
Recent files
- Trial balance Oct 2026.xlsx
- Data retention policy.docx
- Cobalt Ridge — engagement.pdf
Webmail for personal and shared mailboxes
Mail is designed to replace Outlook on the web and Gmail for day-to-day work: folders and counts, a shared accounts mailbox in the same tree, flags, attachments, an external-sender notice and a reading pane with reply actions. Standard clients over IMAP, SMTP, CalDAV and CardDAV are the expected way to use it from the desktop.
Product concept Interface and features subject to change
Maya Okafor
Inbox12 Drafts2 Sent Scheduled1 Archive Junk3 Deleted Clients Harbor Street Dental Kestrel Logistics2accounts@ (shared)
Inbox7 Sent- Today
-
GL Grace Lin · Harbor Street Dental11:08October statement — two deposits unmatchedHi Maya, our October statement is attached. Two insurance deposits…
-
AP Ana Petrov · Kestrel Logistics10:42Invitation: Year-end planningThu 19 Nov, 10:00–11:00, Board room. Agenda: fuel surcharge accruals…
-
DW Dana Whitlock10:15Re: Engagement letter — Cobalt Ridge BuildersI’ve made the changes to section 4; the fee schedule now matches the…
-
TH Tom Haddad09:31Payroll cut-off moved to WednesdayBecause of the holiday on Thursday the provider needs approved hours…
- Yesterday
-
OP Owen Price · Meadowlane BakerySunQuarterly sales tax returnDo we still file for the quarter if the second shop only opened in…
-
PN Priya NairSunAccrual schedule — draft for reviewDraft attached. Kestrel fuel surcharge is the only estimate I’m unsure…
- Last week
-
JB Jonas Berg · Alder & Finch ArchitectsFriSigned: 2027 retainerSigned copy attached. Please send the first invoice to our new…
October statement — two deposits unmatched
External sender. Harbor Street Dental is in your contacts.
Hi Maya,
Our October statement is attached. Two insurance deposits don’t match anything on our side:
- 14 Oct — $1,862.40 from Lakeside Benefits Plan
- 27 Oct — $640.00, reference HSD-4471
The remittance advice for the first one is in the spreadsheet. Could you check they were posted to the right patient accounts before you close the month?
Thanks,
Grace Lin
Office Manager, Harbor Street Dental
Calendar
Shared calendars and room booking
A work-week view with personal, team and partner calendars, and a new-event panel that checks attendees’ availability and finds a free meeting room. It covers what organizations use Exchange calendars and room mailboxes for.
Product concept Interface and features subject to change
My calendars
Calendar Team: Audit & Tax Partners Dana WhitlockRooms
Board room8 Room 24 Room 36Room finder · 4+ seats
- Board room8 seats · displayBusy
- Room 24 seatsFree
- Room 36 seats · video kitFree
Documents
Documents edited together in the browser
The document editor is the counterpart to Word and Google Docs: three people in one policy at once, presence and cursors, margin comments with replies and resolution, a saved version number and version history, and a breadcrumb back to the team library the file lives in.
Product concept Interface and features subject to change
Northfield Accounting · Policy OPS-07
Data retention policy
1. Purpose
This policy sets how long Northfield Accounting keeps client and business records, where they are stored, and how they are disposed of when the retention period ends. It applies to records in mail, Files, team librariesPriya Nair and the practice management system.
2. Retention schedule
| Record | Kept for | Counted from | Disposal |
|---|---|---|---|
| Client tax workpapers | 7 years | End of engagement | Secure delete |
| Payroll records | 6 years | End of tax year | Secure delete |
| Engagement letters | 10 years | Date signed | Archive, then delete |
| General correspondence | 3 years | Date sent | Automatic |
| Unsuccessful applications | 1 year | Decision date | Automatic |
3. Where records are kept
Client records live in the Client files library, which is backed up nightly. Copies synced to laptops are not separate records: removing a file from the library removes it from every synced device.
Spreadsheets
Formulas, formats and co-editing
The spreadsheet editor shows the work people do in Excel and Sheets: a SUMIFS formula pulling from another sheet, number formats with negatives in parentheses, totals that add up, another editor’s cursor and the sum of the selection in the status bar.
Product concept Interface and features subject to change
| A | B | C | D | E | F | G | H | I | J | |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Client billing by month — Q3 2026 | |||||||||
| 2 | USD, excluding disbursements. Source: Invoices sheet. | |||||||||
| 3 | Client | Service | Jul | Aug | Sep | Q3 total | Budget | Variance | ||
| 4 | Harbor Street Dental | Bookkeeping | 4,200 | 4,200 | 5,350 | 13,750 | 13,500 | 250 | ||
| 5 | Kestrel Logistics | Payroll & advisory | 9,860 | 11,240 | 10,415 | 31,515 | 30,000 | 1,515 | ||
| 6 | Alder & Finch Architects | Tax | 3,150 | 2,980 | 3,620 | 9,750 | 10,500 | (750) | ||
| 7 | Brightwater Veterinary | Bookkeeping | 2,400 | 2,400 | 2,400 | 7,200 | 7,200 | – | ||
| 8 | Cobalt Ridge Builders | Audit | 6,775 | 5,120 | 7,940 | 19,835 | 18,000 | 1,835 | ||
| 9 | Pinecrest Property Mgmt | Bookkeeping | 5,480 | 5,480 | 6,210 | 17,170 | 18,600 | (1,430)Dana Whitlock | ||
| 10 | Meadowlane Bakery | Tax | 1,290 | 1,350 | 1,290 | 3,930 | 4,200 | (270) | ||
| 11 | Total | 33,155 | 32,770 | 37,225 | 103,150 | 102,000 | 1,150 | |||
| 12 | ||||||||||
| 13 | ||||||||||
| 14 | ||||||||||
| 15 | ||||||||||
| 16 | ||||||||||
Presentations
Slides with thumbnails and notes
The presentation editor, in place of PowerPoint and Slides: a thumbnail strip, a slide being edited with its layout, and speaker notes underneath.
Product concept Interface and features subject to change
- 1Partners’ meeting
- 2Agenda
- 3October results
- 4Year-end close
- 5Risks
- 6Next steps
Files
Personal files and team libraries
Files is designed to replace OneDrive and SharePoint document libraries for most organizations: My files, Shared with me and team libraries; owner, size and sharing state on every row; whether each file is synced, syncing, kept on this device or online only; and a details panel with who has access and the version history.
Product concept Interface and features subject to change
Team libraries
Finance Year-end 2026 Operations Client files HR| Name | Owner | Modified | Size | Sharing | ||
|---|---|---|---|---|---|---|
| Bank reconciliationsPriya Nair · 13 Nov | PNPriya Nair | 13 Nov | 14 items | Finance team | ||
| PayrollTom Haddad · 12 Nov | THTom Haddad | 12 Nov | 9 items | Payroll group | ||
| Trial balance FY2026.xlsxDana Whitlock · Today, 10:14 | DWDana Whitlock | Today, 10:14 | 1.8 MB | 4 people | ||
| Accrual schedule Oct.xlsxPriya Nair · Today, 09:40 | PNPriya Nair | Today, 09:40 | 412 KB | 3 people | ||
| Year-end timetable.docxMaya Okafor · Yesterday | MOMaya Okafor | Yesterday | 64 KB | Private | ||
| Partners’ meeting — 18 Nov.pptxMaya Okafor · Yesterday | MOMaya Okafor | Yesterday | 3.2 MB | View link | ||
| Audit request list — Cobalt Ridge.pdfDana Whitlock · 9 Nov | DWDana Whitlock | 9 Nov | 248 KB | Link · until 30 Nov | ||
| Fixed asset register.xlsxPriya Nair · 2 Nov | PNPriya Nair | 2 Nov | 920 KB | 3 people | ||
| Bank letter — signatories.jpgTom Haddad · 28 Oct | THTom Haddad | 28 Oct | 2.4 MB | Private |
Who has access Manage
- DWDana WhitlockOwner
- Finance team · 6Can edit
- MOMaya OkaforCan edit
- IBInes Brandt · external auditorCan view
Link sharing off for this file
Version history See all
- v12Today, 10:14Dana Whitlock · current
- v11Today, 09:02Priya NairRestore
- v1013 Nov, 16:47Dana Whitlock
Desktop sync
Sync you can see
The desktop client keeps company folders on Windows, macOS and Linux in step with the server. Its tray panel says what is syncing and how long it will take, what changed recently, and what needs a decision: a file changed in two places is reported as a conflict, with nothing overwritten.
Product concept Interface and features subject to change
- Desktop
- Documents
- Downloads
- Office Unbound
- My files
- Finance
- Operations
- Client files
| Name | Status | Date modified | Size |
|---|---|---|---|
| Bank reconciliations | 13 Nov 2026 16:20 | ||
| Payroll | 12 Nov 2026 11:05 | ||
| Accrual schedule Oct.xlsx | 16 Nov 2026 09:40 | 412 KB | |
| Engagement letter — Cobalt Ridge.docx | 16 Nov 2026 10:31 | 58 KB | |
| Trial balance FY2026.xlsx | 16 Nov 2026 10:14 | 1.8 MB | |
| Year-end timetable.docx | 15 Nov 2026 17:02 | 64 KB | |
| Audit request list — Cobalt Ridge.pdf | 9 Nov 2026 14:12 | 248 KB | |
| Fixed asset register.xlsx | 2 Nov 2026 08:55 | 920 KB |
Engagement letter — Cobalt Ridge.docx was changed on this computer and by Dana Whitlock on the server since the last sync. Nothing has been overwritten.
Recent activity
- Accrual schedule Oct.xlsxUploading · Finance › Year-end 2026now
- Trial balance FY2026.xlsxUpdated by Dana Whitlock10:14
- Q3 billing.xlsx → Client billing Q3 2026.xlsxRenamed by Priya Nair · Finance › Billing09:58
- Year-end timetable.docxAlways kept on this deviceSun
Chat
Teams and channels with threads
Chat takes the place of Teams chat and Google Chat: teams and channels with unread counts, a shared channel with a client, direct messages with presence, threaded replies, files and scheduled meetings posted into the conversation, mentions, and channel settings for the people who manage them.
Product concept Interface and features subject to change
Teams
NANorthfield Accounting general month-end-close client-onboarding4 tax-season-2027 KLKestrel LogisticsShared year-end-20261Direct messages
DWDana Whitlock THTom Haddad1 PNPriya Nair IBInes Brandt · externalToday
Priya Nair09:58
October trial balance is posted. I’ve flagged the two accounts that moved by more than 10% against September.
DWTHMO3 repliesLast reply 10:20
Tom Haddad10:31
@Maya Okafor can you approve the accrual for the Kestrel fuel surcharge? It’s $4,860, based on their October invoices.
24
Dana Whitlock10:45
Dana Whitlock is typing…
Priya Nair09:58
October trial balance is posted. I’ve flagged the two accounts that moved by more than 10%…
3 replies
Dana Whitlock10:05
6120 Fuel is the Kestrel surcharge — expected for October.
Tom Haddad10:12
6800 is the annual software renewal. I’ve added a note in the file.
Maya Okafor10:20
Thanks both. I’ll review them before 3.
Meetings
Video meetings with screen sharing
Meetings in the dark meeting theme: a shared spreadsheet on the stage, participants including an external guest and a room system, the active speaker highlighted, a raised hand in the queue, in-meeting chat, and a recording indicator that says plainly when nothing is recorded. It covers what Teams meetings and Google Meet are used for.
Product concept Interface and features subject to change
Priya Nair is sharing a window
| Account | Name | Sep | Oct | Change |
|---|---|---|---|---|
| 4000 | Freight revenue | 412,300 | 438,950 | 6.5% |
| 5100 | Driver wages | 151,800 | 154,200 | 1.6% |
| 6120 | Fuel | 58,410 | 71,320 | 22.1% |
| 6400 | Depot rent | 18,500 | 18,500 | 0.0% |
| 6800 | Software | 1,140 | 2,910 | 155.3% |
| 7100 | Vehicle maintenance | 12,250 | 11,430 | (6.7%) |
| 7300 | Insurance | 9,200 | 9,200 | 0.0% |
| 8300 | Depreciation | 22,600 | 22,950 | 1.5% |
Flagged: change above 10% against September
Raised hands
- THTom Haddad1st
In this meeting Mute all
- PNPriya Nair · presenting
- DWDana Whitlock
- MOMaya Okafor · you
- IBInes Brandt · external
- Board room · room system
Meeting chat
Administration
One console for the organization
The admin console is the counterpart to the Microsoft 365 admin center: users with roles, MFA status and storage, and beside them the health of each service, updates waiting for approval inside a maintenance window the organization chooses, and the security policies in force. There are no per-user licenses to assign.
Product concept Interface and features subject to change
No per-user license fees. Add people as you hire; capacity depends on the resources of your deployment.
| User | Role | MFA | Files storage | Last sign-in |
|---|---|---|---|---|
| MOMaya Okaformaya.okafor@northfield.example | Organization admin | Security key | 18.6 / 50 GB | Today, 08:12 |
| DWDana Whitlockdana.whitlock@northfield.example | User | Authenticator app | 31.2 / 50 GB | Today, 07:55 |
| PNPriya Nairpriya.nair@northfield.example | User | Authenticator app | 12.9 / 50 GB | Today, 08:40 |
| THTom Haddadtom.haddad@northfield.example | Helpdesk admin | Security key | 9.7 / 50 GB | Today, 09:02 |
| SOSam Ortegasam.ortega@northfield.example | User | Authenticator app | 44.7 / 50 GB | Yesterday |
| JMJorge Medinajorge.medina@northfield.example | User | Not enrolled · 5 days left | 1.1 / 50 GB | 13 Nov |
| HCHannah Colehannah.cole@northfield.example | User | Invited · not set up | 0 / 50 GB | Never |
| LPLeah Parkleah.park@northfield.example | User | Suspended 2 Nov | 6.0 / 50 GB | 30 Oct |
- MailOperational
- Calendar and contactsOperational
- Files and syncOperational
- Document editingSlow to open since 09:40. Investigating.Degraded
- Chat and meetingsOperational
- Sign-in and MFAOperational
Mail service 1.14.3Security
Window: Sat 21 Nov, 02:00–04:00
ApproveDeferRelease notes
Document editor 2.9.0Feature
Needs approval · window Sat 28 Nov
ApproveDeferRelease notes
Migration · assessment
Know what moves before anything moves
The Migration Center starts with a read-only assessment of the source tenant: what was found, readiness per workload, which items migrate directly, which need conversion or validation and which are not supported, the issues that block a wave, proposed waves and an estimate of the infrastructure needed. The figures shown are example data.
Product concept Interface and features subject to change
Read access to directory, mail, calendars, files and Teams metadata. The assessment changes nothing in the source.
| Workload | Found | Status | What needs doing |
|---|---|---|---|
| 412 GB | Ready | 2 mailboxes over 50 GB: schedule in their own batch | |
| Calendars and contacts | 48 · 6,214 | Ready | Room mailboxes map to bookable rooms |
| OneDrive | 286 GB | Ready | 1,140 paths over 400 characters to shorten |
| SharePoint sites | 640 GB | Needs conversion | Lists and custom pages become tables and wiki pages |
| Teams channels | 41 | Needs validation | Channel history export to be verified |
| Automation | 7 flows | Not supported | Power Automate flows must be rebuilt |
- Migrates directly24Mailboxes and folders · calendars · contacts · OneDrive files (current versions) · groups
- Needs conversion6Mail flow rules (review each) · SharePoint lists to tables · distribution lists to groups
- Needs validation5Teams chat history · archive mailboxes · file version history · OneNote notebooks
- Not supported3Power Automate flows (7) · Power Apps (2) · Forms surveys
- Mail flow rule “Client confidential” uses a sensitivity labelDecide on an equivalent before Wave 2
- 7 flows send client remindersRebuild or replace before cutover
- DNS is managed by a third partyAccess needed for MX, SPF and autodiscover
- 1Pilot: IT and partners6 users · 38 GB
- 2Finance14 users · 140 GB
- 3Audit and tax28 users · 520 GB
- 4Shared mailboxes, sites, Teams5 sites · 9 teams · 640 GB
- Mail and calendar4 vCPU · 16 GB RAM · 1 TB
- Files and documents8 vCPU · 32 GB RAM · 2 TB
- Chat, meetings, identity4 vCPU · 16 GB RAM · 200 GB
Proxmox VE · discovered volume plus 30% growth. Validate before ordering hardware.
Migration · in progress
Staged migration with a way back
During migration the same tool shows each wave’s progress per workload, throughput and source throttling, the delta-sync schedule, warnings with a concrete action next to each, verification checks, and the cutover plan — including the MX change and the rollback point. The figures shown are example data.
Product concept Interface and features subject to change
- Wave 1 of 4Complete Pilot 12 of 12 mailboxesVerified 3 Nov
- 2Wave 2 of 4Running Operations and dispatch 38 of 52 mailboxesStarted 14 Nov
- 3Wave 3 of 4Scheduled Warehouse 74 mailboxesStarts 23 Nov
- 4Wave 4 of 4Scheduled Shared mailboxes and sites 48 objectsStarts 30 Nov
- Mail38 of 52 mailboxes · 214 of 301 GB71%
- Calendars41 of 52 · 6.2 of 7.8 GB79%
- Contacts52 of 52 · 18,904 contacts100%
- Files (OneDrive)29 of 52 accounts · 96 of 188 GB51%
- 3 items exceed the 150 MB message limita.reyes, d.kowal · attachments from 2019Move to Files
- Delegate on j.marsh cannot be mappedDelegate account is not in this waveMap manually
- 2 OneDrive paths over 400 charactersDispatch › Archive › 2021 › …Review list
- Source throttling (HTTP 429)Handled automatically. No action needed.
- Item counts match source36 / 38
- Folder structure38 / 38
- Calendar sample, 10 per mailbox38 / 38
- Permissions and delegates37 / 38
- File checksums29 / 29
- Lower DNS TTL to 300 secondsDone 18 Nov
- Freeze mailbox rules in the sourceFri 4 Dec, 18:00
- Final delta sync, all wavesSat 5 Dec, 22:00
- Change MX to mx1.kestrel-logistics.exampleSat 5 Dec, 23:30 · then update autodiscover and SPF
- Rollback pointSource kept read-write until 12 Dec; MX revert documented
Managed service providers
Many customers, kept apart
The MSP Control Center lists each customer organization as its own tenant, with users, modules, service status, storage against quota, migration state, alerts and update status. Technicians see only the customers and actions their role allows; provisioning, plans and maintenance run from one place. The figures shown are example data.
Product concept Interface and features subject to change
| Organization | Users | Modules | Status | Storage | Migration | Alerts | Updates |
|---|---|---|---|---|---|---|---|
| NANorthfield Accountingnorthfield.example | 48 | MailFilesDocsChatMeet | Operational | 612 GB of 1 TB | Complete | 0 | Up to date |
| KLKestrel Logisticskestrel-logistics.example | 186 | MailFilesChatMeet | Operational | 1.4 TB of 3 TB | Wave 2 of 4 | 1 | 2 pending |
| HSHarbor Street Dentalharborstreetdental.example | 22 | MailFilesDocs | Operational | 140 GB of 250 GB | — | 0 | Sat 02:00 |
| AFAlder & Finch Architectsalderfinch.example | 31 | MailFilesDocsChat | Degraded | 1.7 TB of 2 TB | — | 1 | Up to date |
| BVBrightwater Veterinarybrightwatervet.example | 17 | MailFiles | Operational | 88 GB of 250 GB | Assessment | 0 | Up to date |
| CRCobalt Ridge Builderscobaltridge.example | 64 | MailFilesDocsChatMeet | Maintenance | 420 GB of 1 TB | — | 0 | Updating |
| PPPinecrest Property Mgmtpinecrestpm.example | 40 | MailFilesDocs | Operational | 305 GB of 500 GB | — | 2 | 1 pending |
| MBMeadowlane Bakerymeadowlane.example | 9 | MailFiles | Operational | 21 GB of 100 GB | — | 0 | Up to date |
- Reset passwords and MFA
- Manage mailboxes and groups
- Approve scheduled updates
- Read customer mail or files
- Export data or delete tenants
- Nowuntil 12:00Cobalt Ridge BuildersDocument editor 2.9.0 · users notified
- Sat 2102:00Harbor Street Dental, KestrelMail service 1.14.3 security fix
- Sat 5 Dec22:00Kestrel LogisticsMigration cutover · MX change
- Pinecrest: 5 failed sign-ins, new countrySecurity · 11:12 · account locked
- Pinecrest: admin role grantedSecurity · 10:58 · confirm with customer
- Alder & Finch: storage at 85%Capacity · raise quota or archive
- Kestrel: 3 items over size limitMigration · wave 2
Want to see this built?
Early access is for organizations that want to follow development, test early releases and tell us where these concepts are wrong.
Add chat channels to this list? Client discussions happen there too.
Should payroll be 6 or 7 years? Our engagement letters say we keep everything for 7.
7 — align it with the tax workpapers. @Tom Haddad can you confirm with the payroll provider?