Document Management

Share, organize and manage all your documents in one place. We understand it can be confusing and frustrating to keep track of so many documents. With FirmRoom, your document management is designed to be easy to use and efficient.
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A single space to create, collaborate and manage your documents and files

Maybe you need to upload 1000s of documents. Maybe you need to find one specific document. Whatever you need, FirmRoom is there to help.
Organized content and communication

Our platform is easy to use with an intuitive user interface. Access your data room 24/7 from your mobile device, tablet, or computer.

Document Lifecycle Management

FirmRoom lets you easily manage documents from the moment of upload. You can set permissions, do full-text search, communicate, etc.

Helpful Analytics

Our smart analytics let you know who viewed what document and when, as well as who uploaded and downloaded documents. Users can also use data automatically logged by FirmRoom to streamline the audit process.

Stay in the know

Never worry about document permissions again. You can set permissions to view-only, download, download with a water-mark, etc. allowing you to control what users see.

Key capabilities

FirmRoom offers traditional VDR features, and then some. Always be fully in control of who can see documents and where they are stored.
Student Hat

Upload & Confirm

Upload documents into the room in seconds, and check permissions before anyone else sees the document.

Monitor

Find and Organize

Organize and classify content with custom metadata that can be input manually.

Check Mark

Store & Access

You will never need to count pages again. FirmRoom offers unlimited data storage and the ability to access content on any device.

Briefcase

Share & Notify

Notify team members when a new document is uploaded or shared.

Globe

Retain and Dispose

Leverage retention and disposition features to comply with regulations like FINRA, HIPAA, FedRAMP and more.

House

Security and Control

Powerful content security controls to centrally manage the security and provisioning of users and devices

Secure and Safe, 100% of the time

Stressing about security is a thing of the past.

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FirmRoom - Data Processing
FirmRoom Home Screen

Convenient Built-In Document Viewer

FirmRoom makes it easy to access, view, and store protected documents. You always have access to the most updated document, can see previous versions, and control the watermark.

Security

Excel viewer

The built-in documents viewers allows you to preview excel files without having to download.
Easy To Use

Static & dynamic watermarking

You can set the watermarking as either static or dynamic, whichever meets the deal’s needs.
Value

Versions switching

Upload a new version of a file? Our version switcher allows you to switch between versions in the viewer.

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