# Trovve — Full Content > Work management for service firms in Microsoft 365. A Microsoft Teams app that organizes tasks, projects, clients, and files inside the tools your team already uses. --- ## What Trovve is Trovve is a work management application for service firms that integrates with Microsoft 365. It helps teams organize tasks, projects, clients, and files inside the tools they already use — Outlook, Teams, and SharePoint. Trovve is available as: - A Microsoft Teams app — install directly from Microsoft Teams or the Microsoft AppSource store - Web access via Microsoft 365 authentication Trovve is not a replacement for Microsoft 365. It requires an active Microsoft 365 Business subscription to function. --- ## Who Trovve is for Built for service firms that deliver work for clients and manage projects, deadlines, and shared files: - Construction - Law offices - Accounting - Consulting - Engineering - Real estate - HVAC and trades - Marketing agencies - Architecture - IT services If your team manages projects, tracks deadlines, and shares files with clients, Trovve was built for you. --- ## Four signs your workflow is slowing work down **01 — Chaos.** Monday morning. 7 emails deep. Zero clarity. You start every day chasing updates, reminding people about deadlines that already passed, and putting out fires before the real work even begins. **02 — Fragmentation.** Your project lives in six different places. Spreadsheets, OneDrive folders, Teams chats, email threads, sticky notes, and your head. Nothing connects. **03 — Abandonment.** The tool graveyard keeps growing. You tried Planner, Asana, Monday, Trello, Notion. Your team stopped using each one within a week — too complex, too disconnected from how you actually work. **04 — Dependency.** If you're out, work stops. You're the only one who knows what's behind, what's at risk, and what needs attention. You can't even take a week off without everything falling apart. --- ## Features ### My Day One screen shows your tasks, meetings, and follow-ups — grouped by project and priority. Open it, see exactly what needs you today. ### AI project health scores See which projects are healthy, at risk, or critical — without asking anyone. AI calculates it from overdue tasks and deadlines. ### Client management Track people and companies with stages, types, and tags. See every project, task, and file per client in one place. ### Project templates Build templates with AI or from Excel. New client? Select a template, assign the team, and the project sets itself up — files and folders included. ### Files in SharePoint Browse SharePoint and OneDrive without leaving Trovve. Files link to projects and tasks. Template files auto-copy to new projects. ### Recurring tasks and follow-ups Set tasks to repeat daily, weekly, or monthly. Complete a call? Trovve prompts a follow-up. Nothing slips through. ### Task comments Discuss tasks with your team. Attach files, mention people, get AI help drafting replies. All in context — not buried in email. ### Search everything Search across tasks, projects, clients, and files — in Trovve and Microsoft 365. One search bar, all your work. ### Project analytics Task completion, team workload, overdue counts, and status breakdown — per project, updated automatically. ### Coming next (early access) - **Time tracking** — start and stop timers on tasks. Daily and weekly summaries by project and client. Export to Excel for billing. - **Email processing** — connect your inbox. AI classifies emails into action buckets and creates tasks automatically. Attachments move to the right project folder. - **Client intake forms** — generate a link for clients to submit requests. Submissions auto-create tasks, route attachments, and assign work. --- ## How Trovve works — workflows ### Works out of the box (self-serve, no automation needed) **Open one screen instead of five (My Day).** You check Outlook for emails, OneDrive for files, Teams for messages, and a spreadsheet for tasks. By the time you know what needs you today, an hour is gone. With Trovve: open My Day, see today's tasks grouped by project and client, the next meeting shows at the top with one-click join, personal follow-ups are listed alongside project tasks, and everything is in one place. **New client? Project sets itself up (Client Onboarding).** Applies to Law, Accounting, Consulting, Architecture, Engineering, IT services. Select a "Client Onboarding" template. Link the client — Trovve pulls their details. Assign team roles — tasks auto-assign to the right people. SharePoint folders auto-create inside the client's folder. Template files copied — welcome packet, engagement letter, questionnaire. Everyone's My Day shows their onboarding tasks tomorrow. **Same workflow, different client, every month (Recurring Engagements).** Applies to Accounting and Consulting. Build a "Monthly Close" template once — tasks, sections, deadlines, roles. Each month, start a new project from the template in seconds. Deadlines auto-calculate based on delay and duration settings. Tasks auto-assign to the right team member by role. AI health score shows which clients are falling behind — without asking. ### Requires setup (Power Automate automations — Trovve configures for you) **Client emails you. Trovve does the rest (Lead Tracking).** Applies to Law, Consulting, and all firms. Email arrives from new contact. AI reads the email — extracts name, company, what they need. Contact auto-created in Trovve (Type: Lead, Stage: New). Follow-up task created: "Call [name] about [subject]". Task appears in your My Day tomorrow morning. Complete the call — Trovve prompts the next follow-up. Lead converts → stage changes to "Won" → project auto-creates from template. **Win a job. Project builds itself.** Applies to Construction, HVAC, Engineering. Job status changes to "Won" in your SharePoint list. Project auto-creates from "Construction Job" template. Tasks created: mobilization, submittals, RFI tracking, safety plan, inspections. SharePoint folders auto-created: Submittals, RFIs, Daily Logs, Change Orders. Foreman, PM, and safety lead auto-assigned by role. Field crew tracks time on mobile — tap start, tap stop. Health score shows which jobs are falling behind. **Clients send you documents. Files land in the right folder (Document Collection).** Applies to Accounting and Law. Send client a Trovve intake form link — no login needed. Client uploads documents with a category (tax return, bank statement, receipt). Each submission auto-creates a task for your team. Files route to the right SharePoint folder based on category. See all submissions in one place — received, pending, complete. No more "did you send the W-2?" email chains. **Every client request becomes a task. Automatically (Email to Task).** Applies to all service firms. Client email arrives in your inbox. AI reads it — classifies as "Action Required". Task auto-created: title from subject, notes from body, due date extracted. Auto-linked to the client and project (matched by sender email). Attachments move to the project's SharePoint folder. Task shows up in your My Day tomorrow morning. --- ## Pricing ### Monthly — $19 per user per month Everything included. Billed monthly. Cancel anytime. ### Annual — $15 per user per month (billed annually, save 21%) — BEST VALUE Everything included at a discounted rate. 14-day free trial. No credit card required. ### Setup & Automation — Custom Annual plan + hands-on setup by Trovve's team. Custom templates built for your workflows. Email-to-task automation configured. SharePoint file structure organized. Power Automate workflows set up. Dedicated onboarding specialist. All plans require a Microsoft 365 Business subscription (Business Basic or higher). ### FAQ highlights - **What's included in the trial?** 14 days, every feature, no credit card, no feature gating. - **What happens after the trial ends?** Read-only mode; data preserved; upgrade anytime. - **Does my team need Microsoft 365?** Yes, Microsoft 365 Business subscription required. - **Can I cancel anytime?** Yes — no retention calls, no cancellation fees. - **How many users can I add?** No limit. - **Is there a limit on projects, clients, or files?** No. All plans include unlimited projects, clients, and file storage (all files are kept securely within your Microsoft 365 environment). - **Do I need IT support to set it up?** No. Designed for firm owners and office managers to set up themselves. - **What if I need help setting up Trovve for my team?** Book a free 30-minute setup call. - **Can I use Trovve inside Microsoft Teams?** Yes — full Microsoft Teams app. --- ## Privacy and Security ### Where your data lives Files stay in your Microsoft 365 environment (SharePoint and OneDrive). Trovve does not copy, move, or store your files on separate servers. Task, project, and client data is stored on Microsoft Azure. Trovve does not sell, rent, share, or monetize your data — ever. Trovve does not use your data to train AI models. ### Built on Microsoft Azure Azure provides global infrastructure with built-in redundancy, 24/7 monitored physical security with biometric access, DDoS protection, firewalls, threat detection, and compliance certifications: SOC 1, SOC 2, SOC 3, ISO 27001, ISO 27018, HIPAA, FedRAMP, GDPR. ### Authentication Microsoft Entra ID (formerly Azure Active Directory). Single sign-on with your Microsoft 365 credentials. OAuth 2.0. Scoped permissions. Admin-controlled. Session tokens expire. Supports MFA and conditional access. ### Permissions requested - Outlook Calendar (read) — for meetings in My Day - SharePoint and OneDrive (read/write) — for project files - Microsoft Teams (read) — for the Teams app embed - User profiles (read) — for team display - Mail (read, when email processing is enabled) — for email-to-task What Trovve does NOT access: personal OneDrive outside shared project folders, Outlook email content (unless explicitly enabled), Teams chat messages or call history. ### Encryption TLS 1.2+ in transit. AES-256 at rest. Azure SQL and Azure Storage transparent data encryption. Automatic key rotation. ### Third-party services Microsoft Azure, Microsoft Graph API, Stripe (PCI DSS Level 1 for payments), Microsoft Power Automate. No advertising, behavioral tracking, or personal-data analytics platforms. ### Data retention Active accounts retained while subscribed. 90-day read-only grace period after cancellation, then permanent deletion. Your Microsoft 365 files are never affected. Immediate deletion available on request. ### Your rights Export (Excel), access (full copy), deletion, revoke Microsoft 365 permissions anytime via Entra admin center. --- ## Terms of Service (summary) - Microsoft 365 Business subscription required (Business Basic or higher) - Must be 18+ to sign in - 14-day free trial, no credit card - Pricing: per user per month, monthly or annual billing - All payments processed by Stripe (PCI DSS Level 1) - 30 days written notice before any price change - You own your data — Trovve holds a limited license to provide the service - Acceptable use prohibits malicious code, unauthorized access, automated scraping, resale, and reverse engineering - 99.9% uptime target; not liable for third-party service outages - Limitation of liability: no indirect/consequential damages; liability capped at 12 months of fees paid (or $100 USD if no payment made) - Governed by the laws of the State of Florida, United States - Disputes resolved by binding arbitration in Broward County, Florida --- ## Contact - Email: help@trovve.com - Trovve, Inc., Florida, United States