Your Team of Data Room Experts
Our Client Services Team has supported thousands of transactions and are experts in the deal making process, so we can get you up and running quickly.
Get unlimited access to live, in-house deal experts 24 hours a day, 7 days a week, 365 days a year.
No internal support required, we train you and your clients on setting up and administering your data room.
If there’s problem, call us – we will get back to you in less than 15 min.
1
Quick Start to Your Project
Available for all Firmex clients free of charge, the Firmex Quick Start program sets every project, deal or transaction on the right track – even in the tightest timelines:
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Discovery – Within minutes of becoming a new Firmex client, our team is available to discuss your needs and share best practices
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Training – Training sessions are always private and unique to each client; you decide who is invited and what project-specific information is included
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Courtesy Audit – Our team knows how critical it is for your project, deal or transaction to go smoothly, and can help review everything before it starts
2
Training & Knowledge Base
On-demand access to training, tips & tricks, and quick answers to your questions are available to all users throughout the duration of each project:
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No internal support required
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Arrange one-on-one instruction or team training sessions for your users
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Access our exhaustive Customer Resource portal for FAQs and Data Room best practices
- New ‘Getting Started’ Panel is a quick reference point for end-users and administrators
- Help videos provide step-by-step guides for key user and administrator tasks
3
Ongoing Support
Enjoy peace of mind that your project is supported by experienced professionals with:
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Live in-house support, 24/7, 365 days a year
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Support for users and administrators at any level
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Total case ownership - One team member owns your inquiry
from start to finish
