Workflow automation
Standard templates and automated hand-offs across every office.
See the big picture and stay in control
One platform for every office, team and client — with the visibility leadership needs and the automation staff actually use.
Growth shouldn’t mean more chaos
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Too many disconnected tools
Every office runs its own mix of apps, so data lives everywhere and nowhere.
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Onboarding that drags
Manual intake, chasing documents and re-keying data slow every new engagement.
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Workload outpacing headcount
Demand keeps rising, but hiring can’t keep up — and burnout follows.
Everything a multi-team firm runs on
Standardize how work gets done without forcing every team into the same mold.
Client intake
Organizers, requests and e-signatures that collect what you need up front.
All-in-one platform
CRM, documents, billing and portal on shared client data.
Email in context
Client email synced to the record and visible to the whole team.
Engagements
Proposals and engagement letters that launch the work automatically.
Firm-wide reporting
Realization, capacity and profitability by office, team or partner.
Hand repetitive tasks to Firmora AI
Your people stay in charge. AI handles the busywork in between.
- Sorts and files incoming documents automatically
- Drafts client emails and follow-ups for review
- Runs multi-step tasks, with your team approving every action
Trusted by multi-office firms
Illustrative quotes
We finally have one view of every office. Partners stopped asking for status reports because the answers are already on the dashboard.
Frequently asked questions
Can’t find what you need? Our team is happy to help.
Yes. Teams, permissions, templates and reporting can be organized by office while staying on one shared platform.
Firmora connects with leading tax and accounting tools, so data flows between systems instead of being re-keyed.
Yes. Build templates per service line, office or client type, and update them centrally as processes change.
Most large firms go live in phases over several weeks, with a dedicated team handling migration and training.
Yes. Start with one office or service line, prove the results, then expand at your own pace.
Encryption in transit and at rest, role-based permissions, multi-factor authentication and detailed audit logs.
Ready to get started?
See it working with your own clients, workflows and billing setup.
- 30-minute personalized walkthrough
- Migration plan for your current tools
- Transparent pricing for your team size