Quick answers to common questions.
Sign up at firmflow.org/signup, enter your firm name, upload your logo, and choose your currency. Your workspace is ready in under 2 minutes.
Go to Dashboard → Settings → Team. Click "Invite" and enter their email address. They receive login credentials instantly.
Go to Dashboard → Clients → Add Client. Enter their name and email. They receive an invitation to their branded portal.
14 days with full access to all features. No credit card required. Choose a plan at the end or your account is paused.
Go to a client profile → Documents tab → drag and drop files or click Upload. Supports PDF, Word, Excel, images, and more.
Yes. Clients can upload files through their portal. You receive a notification when new documents arrive.
Starter plan: 50 documents. Pro plan: unlimited documents.
Yes. FirmFlow signatures meet eIDAS (UK/EU), ESIGN Act (US), and equivalent legislation. Each signature includes a full audit trail.
Clients receive an email notification, log into their portal, and draw their signature on any device. Takes about 10 seconds.
No. Unlimited e-signatures on all plans. No per-envelope fees.
Clients click "Pay now" on their invoice in the portal. Payments are processed securely via Stripe with all major credit/debit cards.
Yes (Pro plan). Go to a client → Invoices → Create Recurring. Choose weekly, monthly, quarterly, or yearly.
10 currencies: GBP, EUR, USD, CHF, CAD, AUD, SEK, NOK, DKK, and PLN.
AES-256 encryption at rest, TLS 1.3 in transit, row-level data isolation, 2FA, and full audit logging.
Yes. Built with privacy by design. DPA available at firmflow.org/dpa.
Never. Each firm has complete row-level data isolation. Clients can only see their own documents and invoices.
Starter (£29/month): 5 team members, 50 documents, 25 clients. Pro (£89/month): 20 team members, unlimited documents and clients, AI, analytics.
No. Both plans include your entire team for one flat monthly price.
Yes. No contracts, no cancellation fees. Cancel from Dashboard → Settings → Billing.