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Your firm’s data, on your firm’s instance.
Professional firms hold confidential client information. On Firm and Enterprise plans Firmlytics is deployed one firm per instance, with permissions, approvals and audit trails the firm controls.
Dedicated instance
Firm and Enterprise customers run on their own deployment: its own application containers, PostgreSQL database and S3-compatible file storage. Firm data is not co-mingled with other customers.
Firm subdomains
Separate surfaces for the main app, HR portal, vendor portal, client portal and careers site, each with its own access rules.
Roles and permissions
Firm administrators define roles and permissions and turn modules on or off with module gates.
Approval workflows
Configurable approvals for invoices, expenses, procurement, leave and more, with delegation when approvers are away.
Audit logs
Administrative activity is recorded in audit logs available to platform and firm administrators.
Licensed, signed deployments
Each instance verifies a cryptographically signed licence, and backups and upgrades are run with scripted procedures.
Client portal isolation
Client portal sessions are bound to the firm they belong to.
AI within permissions
Wisp and DocAI operate within the asking user’s permissions, and firm administrators control access to them.
Security and hosting.
Does each firm get its own instance?
Firm and Enterprise customers get a dedicated Firmlytics instance with its own database and file storage.
Where is our data hosted?
On the firm’s dedicated deployment. Talk to us about hosting region and infrastructure requirements during evaluation.
Bring your IT and risk team.
We will walk them through deployment, access control, backups and upgrades on a call.