Client Management, Saving Time, Resources and Availability

Client Control

Share Information

Bank Grade Security

Store all files and information on each client or case in an easy to use, clean, and simple interface. The FirmFish Client management allows selected information to be shared with your entire firm! All files are stored on a secure server with bank grade encryption. Client information is secure.

Store Documents


Take Notes

Easily attach and store documents to each client or case! If on a mobile device, easily access your files from anywhere! Need a complete report on a case or client? Print it out for reference, all notes and client information is printable. Easily add notes to each client or case! Notes are shared firm wide, so any team member can access them!

Your Virtual Desktop, Anywhere

One of the benefits of operating our cloud based virtual desktop is the access of all of your files and programs from anywhere internet access is available.