FirmFish

Client Management, Saving Time, Resources and Availability

Client Control

Client Control

Store all files and information on each client or case in an easy to use, clean, and simple interface.

Bank Grade Security

Bank Grade Security

All files are stored on a secure server with bank grade encryption. Client information is secure.

Share Information

Share Information

The FirmFish Client management allows selected information to be shared with your entire firm!

Store Documents

Store Documents

Easily attach and store documents to each client or case! If on a mobile device, easily access your files from anywhere!

Take Notes

Take Notes

Easily add notes to each client or case! Notes are shared firm wide, so any team member can access them!

Printing

Printing

Need a complete report on a case or client? Print it out for reference, all notes and client information is printable.

Your Virtual Desktop, Anywhere

FirmFish Available On Multiple Platforms

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.



Easily access your entire desktop from any computer with the simple to download Citrix Receiver. Mobile access to enter your FirmFish desktop is available as well on iOS and Android mobile phones/tablets!

Office Suite

Microsoft Office

Included in all FirmFish desktops is complete and full access to Microsoft Office! Included Office products:

  • Microsoft Word
  • Microsoft Outlook
  • Microsoft Excel
  • Microsoft Onenote

Tech Support

Technical Support

FirmFish offers remote IT support on all FirmFish desktop and websites so you can focus on work and less on issues non relevant to your firm or practice.


If you need technical support for your FirmFish desktop, please contact us.

And much more...

Interested in learning more about FirmFish and how we can help your practice? Please contact us today!