Scalability
Bring new teams and acquired firms onboard without patching legacy systems.
Practice management for PE-backed firms
Give investors the visibility they expect
Transparent metrics, standardized processes and fewer tools — across every firm in the portfolio.
Average 4.8/5 from 1,200+ reviews
Why PE-backed firms choose Firmora
- tools consolidated
- 12+
- faster client payments
- 50%
- client app rating
- 4.9/5
From silos to one platform
Built for growth through acquisition
Efficiency
Automate reminders, invoicing and document requests across every firm.
Data intelligence
Real-time dashboards for leadership, operators and investors.
One view of the whole portfolio
“Bringing every acquired firm onto one platform gave us numbers we could finally trust — and our teams stopped chasing work across tools.”
Workflow
Standardize delivery across every firm
- Shared templates with automatic task assignment
- Live view of project status, bottlenecks and staff workload
- Reporting that ties workflow performance to ROI
Insights
Portfolio-wide performance, in real time
- Billable hours, turnaround and margins across the portfolio
- Drill down by firm, client, service line or staff member
- Board-ready dashboards and scheduled reports
Client experience
Local service, delivered at scale
- Unified or firm-specific branding for portals and email
- Automated workflows that keep clients informed
- Real-time updates and mobile access for every client
Security
Enterprise-grade control and compliance
- Role-based permissions by firm, team and user
- Encryption in transit and at rest, with multi-factor authentication
- Audit-ready access logs and documentation
AI that does the work
An AI teammate across every firm
- Drafts client communication and updates task statuses
- Monitors workload and suggests how to rebalance it
- Flags bottlenecks across firms before they become problems
- Keeps client records and contact hierarchies current
FAQ
Frequently asked questions
Can’t find what you need? Our team is happy to help.
Firmora gives every firm in the portfolio the same workflow, billing and client platform, with consolidated reporting on top.
Onboard acquired firms with proven templates and migration support, without rebuilding processes each time.
Yes. Organize by firm, office or team, and use unified or firm-specific branding for clients.
Reminders, invoicing, document requests and hand-offs are automated, freeing staff for billable work.
Yes. Dashboards show realization, capacity, turnaround and profitability across firms, updated live.
Firmora connects with leading tax, accounting and identity providers so data flows between systems.
Firms can be added, separated or exported cleanly, with their data and history intact.
Book a demo
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