Migration Guide
No migration consultants. No weeks of setup. No IT department needed. Just sign up and go.
Sign up, add your firm name, logo, and choose your currency. Your workspace is ready instantly.
Add team members by email. They get login credentials immediately. No per-user fees to worry about.
Drag and drop your existing client documents. FirmFlow organises them by client automatically.
Add clients with one click. They receive a branded portal invitation by email with login credentials.
Upload an engagement letter, assign it to a client for signing, and track it in real-time.
FirmFlow supports bulk document uploads. Drag and drop folders of client files and they'll be organised automatically. Client lists can be added one by one or in bulk. Your data from other tools stays where it is — FirmFlow doesn't require you to delete anything from your current setup.
From ShareFile
Documents → FirmFlow document manager
From DocuSign
E-signatures → FirmFlow (unlimited, no per-envelope)
From Clio/Karbon
Time entries → Start fresh or import CSV
20 minutes from now, your firm could be running on FirmFlow.
Start free trial →14 days free · No credit card · Cancel anytime