What’s new in firmä

• Meet Brio, your AI delivery assistant — it drafts engagement status summaries from your delivery data, and you review and publish.
• Ask for documents in plain English instead of assembling filters — "the Acme scope doc from last spring".
• Ask Brio about any engagement and get answers grounded in your own delivery data.
• Your firm's daily brief now opens the Analytics tab, summarising what needs attention today.
• Choose exactly which events email your team — document intake, status changes, client comments and more, per firm.

Deliverables

• Deliverable stage roles and permissions — control who can move a deliverable through each stage.
• Due date events for deliverables — track deadlines directly on the engagement timeline.
• Folder health insights with penalty scoring and expanded metrics for deliverable folders.

Document Search

• Global document search across every client and engagement you have access to — search by content, topic, or filename from a single panel.
• Firm-level search with authentication — search scoped to your firm with secure access control.
• Client and engagement filters in the search panel for narrowed results.

Engagement UX

• Share status redesign with overview metrics in the engagement management view.
• Mentions tab in engagement comments — filter comment threads where you are tagged.
• Dual navigation on comment tiles — open the comment thread or jump directly to the document.
• Drag-and-drop reordering in the Shares tab with improved tooltip display for long document names.
• Tab navigation feedback with an indeterminate progress bar on tab click across all workspace levels.
• Files tab navigation now driven exclusively by deeplink URLs — eliminates stale breadcrumb state on refresh.
• Folder upload modal redesign with improved UX and progress feedback.
• Document IDs now visible in the file list and Shares tab for easier cross-referencing.

Fixes

• Drive access revoked automatically when a member is removed from an engagement.
• Reminder cleanup on engagement close and member removal.

• Your account will now link to your main firm easily.
• Billing information is now connected through a simpler identifier.
• Managing your billing is now streamlined and more straightforward.
• Firm connections are updated for a smoother experience.

• Invite flow is smoother with helpful setup reminders.
• See status and due dates right on client views.
• Get timely updates with new follow-up reminders.
• Manage Engagement details easily with a new settings form.
• Upload files is now faster with progress visualization.

General Availability release of Firma — a non-custodial client portal built on top of Google Drive for consultants, boutique agencies, and fractional leaders.

Core Portal

• Bring Your Own Google Drive — non-custodial; files never leave your Drive
• Firm → Client → Engagement hierarchy with branded client portal
• Persona-based access with 4 engagement roles (firm admin, engagement lead, client, external collaborator)
• No per-seat charges — unlimited internal and external users on paid plans
• Google OAuth 2.0 integration; no IT admin permissions required

Engagement Management

• Active engagement limits by plan: Standard (10), Pro (25), Business (50), Enterprise (100)
• One-click engagement closure
• Document comment threads for feedback and approvals
• Engagement activity audit trail — 30 days on Standard, unlimited on Enterprise
• Document version history — 30 days on Standard, unlimited on Enterprise

Advanced (Pro+)

• Custom subdomain, document versioning, engagement & document templates
• Advanced review & approval workflows
• Document access tracking

Business & Enterprise

• Self-destruct timers & Never Share tags
• Automated follow-ups & reminders
• Custom DNS domain and SSO/SAML (Enterprise only)
• SLA-based priority support with named contact (Enterprise only)

Support

• Dedicated in-app Support Portal on all paid plans — submit tickets, track status, threaded comments

Pricing

See firma.bz/pricing for current plan details.