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NON-CUSTODIAL · CLIENT PORTAL

A premium offering demands A premium client showcase

Consumer-Grade Ease|Institutional Trust|Frictionless Delivery

Stop sending raw Drive links. Deliver work with a white-glove experience that protects your Intellectual Property. Instantly revoke access when the engagement is completed.

Built for strategic advisors, fractional executives & process consultants

app.firma.bz/workspace
Select from Google Drive
Market_Analysis_vFinal.pdf
Growth_Model.xlsx
Competitor_Review.deck
Meeting_Notes_Internal.docx

Link

Connect & Select

Connect your specific Google Drive folders. Import existing client documents directly into structured engagements.

1
INFRASTRUCTURE EVOLUTION

The firmä Transformation

BEFORE

Document Chaos

Inefficient, manual document sharing results in productivity loss, client dissatisfaction & security gaps.

NorthStar Agency
Fractional CMOJordan Lee
Vertex Studio
Design LeadCasey MorganContractor
Meridian Group
Ops DirectorAvery Stone
Multiple carriers
AFTER

The firmä Calm

firmä centralizes document management, allowing information to flow securely and seamlessly.

NorthStar Agency
Engagement Lead
Fractional CMOJordan Lee
Contributor (External)
Design LeadCasey MorganContractor
firmä
Client portalAtop yourDrive
GOOGLE DRIVE
Meridian Group
Viewer (External)
Ops DirectorAvery Stone
TARGET AUDIENCE

Who Is firmä For?

Built for marketing-led firms and leaders—fractional executives, marketing agencies, strategic consultants, and advisory partners—who run campaigns, retainers, and approvals on top of real deliverables. Same for audit, training, and other high-touch teams: you don’t just work in documents — you deliver your value through them.

01 / Strategic Partnership

Ongoing, high-trust advisory relationships. A permanent digital home for knowledge.

MONTHLY SESSIONS PERFORMANCE REVIEWS
02 / Consultation

One-time advisory engagement.

Strategy sessions, assessments, and structured reviews for high-stakes decisions.

03 / Project

Time-bound deliverable with clear milestones.

From website redesigns to product launches - keep every asset organized.

04 / Case Management

Specific matters requiring focused attention.

Ideal for legal matters and crisis management where documentation is sensitive.

05 / Audit & Review

Compliance work with structured docs.

Manage security audits and financial reviews with a clear, immutable trail.

06 / Corporate Training

Long-lived access for enterprise firms.

Securely distribute courseware and video assets with controlled expiration.

ENTERPRISE ACCESS
Preview

Your DriveYour PortalYour BrandYour IP

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Meridian Finance
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Hartwell Group
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Vantage Partners
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