Frequently asked questions

No. Brio reads delivery data only — deliverable names, statuses, due dates, comment counts and who is on the engagement. It never receives the contents of a document or the text of a comment. That boundary is deliberate: your files stay in your Drive under the same non-custodial design as the rest of the product, and a client comment cannot influence what Brio says. Brio is also read-only — it cannot share, edit, or change a status.

No. Brio drafts; a person approves. An engagement summary is written into a draft that only your team can see, and nothing reaches a client until someone reviews, edits and publishes it. The two sections that commit your firm to a course of action — Mitigation & Contingency and Next Steps — are left blank for the engagement lead by design, not because the model could not write them. Human review here is policy, not a capability gap.

firmä uses secure OAuth 2.0 authentication to act as a management layer on top of your existing Google Drive. We assume a 'Non-Custodial' design, meaning your files effectively never leave your Google Drive. We simply organize them into professional Client Portals and manage sharing permissions.

Yes — OneDrive and SharePoint are supported today in Beta, alongside our fully supported Google Drive integration. Connect either as the storage backend for your firm portal using the same OAuth-based, Non-Custodial design: your files stay in your Microsoft account, and firmä adds the client portal, permissions, and engagement structure on top.

Your security is our priority. Because we use a Non-Custodial architecture, we do not store your actual file contents on our servers—they remain encrypted in your Google Drive. We only store the metadata needed to power your dashboard, audit logs, and engagement hierarchy.

One credit is one AI action — an engagement summary, a firm brief, or a chat answer. A natural-language document search costs half a credit. Every plan includes AI; the monthly allowance is what differs, from 25 on the free tier to 10,000 on Enterprise. Unused credits don't roll over. Running out never blocks your work: only the AI features pause, until your credits refill at the start of the next monthly cycle. Everything else in firmä keeps working as usual for your team and your clients — engagements, files, approvals, comments and filtered search — and everything Brio has already written stays readable.

Yes. firmä is designed for firm-level scale. You can create distinct Engagements for each client, map specific Drive folders to them, and manage permissions granularly. Our 'Audit Log' shows you exactly which external domains (clients) have access to which files.

firmä turns your messy Google Drive folders into a secure, branded Client Portal. Marketing agencies, fractional executives, and advisory firms use it to package campaign and strategy deliverables professionally, track who accesses your Intellectual Property, and—most importantly—instantly revoke access ('Wrap') when an engagement ends to prevent 'Zombie Links'.

No! firmä is designed for independent consultants, boutique agencies, and fractional executives who need professional tools without complex IT setup. You can connect your own accounts and start protecting your Intellectual Property immediately.

Nothing happens to your files. Since firmä organizes the data that already lives in your Google Drive, you retain full ownership. If you cancel, your folders and files remain exactly where they are in Drive—you just lose the professional Portal view and automated access controls.

An active engagement is any engagement that is not deleted or closed. You can have unlimited closed or deleted engagements without counting toward your limit. The cap applies to each firm's engagements.

Yes. Higher plans include more active engagements, and closed or deleted engagements never count toward your limit. Need more than your plan allows? Contact us for custom capacity.

Each plan includes a set number of firm workspaces. For additional firms beyond your plan's included count, add another subscription — or talk to us about Enterprise for custom multi-firm arrangements and consolidated billing.

No. Paid plans include unlimited members. Add as many team members, clients, and collaborators as you need without additional charges. The free plan includes 2 users.

Your plan includes a set number of active engagements per firm. Close engagements you no longer need to free up slots, upgrade tiers, or contact us for higher capacity.

Yes. Plan changes and cancellations are managed in our Polar billing portal. Upgrade, downgrade, and cancellation options are shown based on your current subscription and portal settings. Effective dates and billing adjustments are displayed in checkout/portal before you confirm any change. If you need a billing exception, contact support@firmaone.com and we'll help review it.

Yes. firmä includes a free plan for your first client, with a Demo firm to explore — no credit card required. When you're ready to remove limits, upgrade to Standard and take off the training wheels. All checkout details are shown in Polar before you confirm.

Your files stay in your own storage — Google Drive, or Microsoft OneDrive/SharePoint (Beta). firmä adds the client portal, engagement structure, and permissions on top without storing a second copy of your documents. No bulk migration: you keep working from your existing Drive with a professional delivery layer.

The free plan includes 1 client, 2 users, and 25 AI credits a month, plus a Demo firm with sample data to explore — no credit card required. Paid plans raise those limits and add features such as audit history, templates, custom domains, and SSO, depending on the tier.

Paid subscriptions are handled through our Polar billing integration. After checkout you'll use the Polar customer portal to update payment methods, view invoices, and start upgrades, downgrades, or cancellations.

Enterprise is for organizations that need custom DNS for the client portal, SSO/SAML, stricter controls, multi-firm arrangements, or negotiated engagement limits. If that sounds like you, contact sales@firmaone.com and we'll scope options.

All paid plans (Standard and above) include a dedicated Support Portal built directly into your firmä workspace. You can submit bug reports, feature requests, or general enquiries, attach files or screenshots, track the status of each request, and exchange threaded comments with our team—without leaving the app. For runtime errors, the portal goes a step further: if firmä detects an error during your session, the Bug Report form opens automatically with the relevant error context captured in the background. You can add any additional details you'd like to share and submit — our team receives the full technical information needed to investigate.

Enterprise subscribers receive a guaranteed response-time SLA, a named support contact, and priority routing for all requests submitted through the in-app portal. SLA terms are agreed as part of your Enterprise contract. Contact sales@firmaone.com to discuss specifics.

Valid subscription orders cannot be refunded per Firma's billing policy. However, if you experience any billing issues—such as accidental duplicate charges or payment errors—please contact our support team and we'll investigate and process a refund promptly.

Contact our support team at support@firma.io and describe the issue. We'll verify the charge and process a refund if a genuine billing error occurred. Our team reviews all billing disputes within 48 hours.

You can downgrade to a lower-tier plan at any time through the Polar billing portal. Downgrades take effect at your next billing date. If you need to temporarily pause your account, contact our support team to discuss options.

Yes. firmä is built for teams that juggle many clients and recurring deliverables—retainers, campaigns, and approvals—without migrating files off Google Drive. You get one branded portal per client engagement, clear access boundaries, and Wrap when the relationship ends.

firmä does not duplicate your creative files—it maps your existing Drive folders into client-facing portals. Clients see a professional, on-brand experience while your team keeps working in Drive. Engagements align to how you bill (projects or retainers), and you can see who accessed what in the Audit Log.

Email and one-off Drive links scatter versions, hide who saw what, and leave “zombie links” active after a project wraps. firmä centralizes access per engagement, preserves an audit trail, and lets you revoke access in one step with Wrap—so campaign and strategy IP does not leak after the engagement ends.

Yes. Advisory and consulting engagements map cleanly to Engagements in firmä: ongoing strategy work, board-ready packs, and shared folders stay organized under one portal per client. When an advisory mandate concludes, Wrap removes client access without deleting your Drive files.

Yes. Create a separate Engagement for each client, map the right Drive folders, and manage permissions per relationship. The Audit Log shows which external domains touched which files—ideal for agencies and fractional leaders running parallel accounts.