FAQ - Top Frequently Asked Questions

If you are requesting a new username and password, email your name, email address and firm name to support@firmex.com. You will receive an email with a link to your firm’s Firmex site and a username and temporary password so you can login.

If you forget your password or are having trouble logging in, click the reset password button on the login page of your firm’s Firmex site and a new password will be emailed to you.

Please email your support request to support@firmex.com and the first available Client Services representative will respond to your question. Client Services can also be accessed 24/7/365 by clicking here. We also strongly encourage you to bookmark http://www.firmex.com/clientservices.

Training and new project assistance requests can be emailed to support@firmex.com. Please include your name, email address, phone number, firm name, the desired date and time, and a brief description of your needs. A Client Services representative will reply shortly.

All projects involve organizing files online and inviting users to access and collaborate on those files. To make this process fast and easy you can:

1. Create your file structure as a list in excel or as a windows folder structure
2. Collect the documents you want to upload in a folder or the windows folder structure
3. Collect the names and email addresses of everyone that will require access to the project
4. Set up your project on your own, view our video demonstrations or contact us for help

We recommend that all users use Internet Explorer 7 or greater and our security features require you to download the File Open plug-in for opening secure PDF documents. Click here to download our guide to troubleshooting pdf issues. If you continue to have issues, please contact us for assistance.

Send an email request to sales@firmex.com and one of our Sales professionals will contact you with more information and next steps. You can also visit our website at www.firmex.com.

Firmex allows you to create an unlimited number of new projects with a few simple steps. To view a video that will take you through the steps, click here. The look and feel of each project can be customized for M&A, Litigation Private Equity etc. For more information on the types of projects typically managed using Firmex, click here.

File structures can be uploaded using our excel template or they can be organized ahead of time by creating a windows folder structure. Files can be uploaded manually on the web. Follow the link to view our step by step view our video demonstrations of creating file structures and uploading documents.

All you need is their name and email address. When you create the account for the user you will use their email address as a username and Firmex will automatically generate a temporary password and email it to the new user along with a link to the project. Follow the link to view a view our video demonstration.

If you have any questions about your account, send an email to clientsuccess@firmex.com with your name, email address, phone number, firm name, and a brief description of your needs.

All of your data is stored with SunGard, a SAS70 Type II certified data facility. All data is secured with 256 bit encryption.

Routine, scheduled maintenance can occur weekly between 10:00pm EST on Fridays and 5:00am EST on Sunday. Scheduled maintenance typically will not exceed 15 minutes per weekly occurrence.