Frequently Asked Questions

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'.

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.

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.

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.

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. 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.

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. Each subscription covers one firm; the cap applies to that firm's engagements.

Standard and Pro each cover 1 firm workspace. Business covers 3 firms. 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. All plans include unlimited members. Add as many team members, clients, and collaborators as you need without additional charges.

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.

The free plan includes a Demo firm (with sample data for exploration) and 1 real firm for production use — no credit card required. Limits apply: 1 active engagement, 1 client, and 20 documents. Paid plans remove those limits and unlock additional features such as templates, advanced review workflows, custom DNS, and SSO.

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.

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.

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.