Owner Relations Platform
AI-powered support for energy owner relations. Centralize phone, email, forms, and chat into one ticketing system. Give land and royalty owners self-service access to payments, documents, and support.
One Inbox for Every Owner Interaction
At its core, Firm App provides a unified inbox where emails, phone calls, web forms, and chat messages all become trackable tickets. When an owner calls with a question about their royalty payment, that call gets transcribed, logged, and routed to the right team automatically.
- Incoming emails
- Phone calls
- Web forms and chat
- Manual creation by your team
- Spreadsheet imports
- API integrations
Each ticket shows details about its origin, who created it, who it's assigned to, workflow status, internal notes, and any custom tags you wish to track.
See How It Works
AI That Actually Answers Questions
The platform's AI handles the repetitive questions that consume most of a support team's time. It draws from a knowledge base you build and control, answering common questions about payment schedules, tax forms, and ownership transfers instantly - via phone, chat, or email.
AI Agents
Create AI agents for different audiences. Customers, owners, public inquiries, internal team - each group can have its own agent with a custom knowledge-base, voice, personality, and skills. Learn More
Your Knowledge Base
FAQs with formatted answers, uploaded PDFs and Word docs, and web links that are automatically indexed.
Full Visibility
View every question asked, who asked it, and how the AI responded. The Common Questions report shows how well AI handles each topic.
Give Owners What They Actually Want: Answers
For owners, Firm App provides a modern self-service experience through web portal and native mobile apps. This transparency reduces the "where's my check?" calls that flood owner relations teams.
- Check payment history with trend charts
- View and export royalty statements
- Submit questions with photos and location data
- Sign documents electronically
- Push notifications when payments arrive
Owners are just a click away from viewing their payment history, printing check stubs, and exporting reports - all at no cost and without logging into yet another third-party site.
See the Owner ExperienceAutomate the Workflows That Slow You Down
Workflows handle the multi-step processes that owner relations teams deal with constantly. These sequences are configured once and then run automatically, with clear visibility into where each request stands.
Address Changes
Approval from Land → Accounting → Data Entry
Ownership Transfers
Legal review with document collection
Deceased Owner Processing
Document collection and verification
Technical Questions
Routed directly to IT
For form-based tickets, a dropdown determines which workflow to use. For calls or emails, AI compares your workflow descriptions with the ticket content and instantly assigns the best match. You can reroute a ticket at any time - cancel workflows, assign additional workflows, or forward to an individual or team.
Native Apps for iPhone, iPad, and Android
Some clients prefer phone calls and emails, but a growing number want a native app with immediate access to their information. Firm App provides free native apps with all the features of the web application.
- Push notifications for payment arrivals and ticket updates
- Full document repository access
- Support ticket submission with photo and GPS attachments
- Payment history and trend charts
- Electronic signatures
- Biometric login (Face ID, fingerprint)
Custom Forms and Legally Compliant E-Signatures
Firm App includes a powerful Form Builder for creating your own forms and supports e-signatures so your clients don't need to download or log in to another application.
Form Builder
- Text fields and Rich Text Editors
- Dropdown selections with color coding
- File attachments for documents, photos, and videos
- GPS pin drops for location-specific data
- Date pickers
- Signatures and initials
E-Signatures
- Place signature and initial boxes on any document
- Send documents for signing
- UETA and E-SIGN compliant PDFs
- Complete transaction log
- Timestamps and audit trail
- No third-party apps required
Once a form is submitted, you can trigger workflows and notifications. Run reports and export the collected data to a spreadsheet or PDF.
See Forms in ActionLet AI Pick Up the Phone
Place a call into your Firm App phone system to experience the AI-driven menu. Callers can be greeted with options, ask questions, and receive instant answers from your knowledge base.
Text Follow-up
Send a text message with a link to more information
Auto-Ticketing
Voicemails automatically create tickets
Live Transfer
Transfer to a live agent when needed
Every call gets transcribed, logged, and routed to the right team automatically. Tickets include the caller ID, a recording of the call, and a full transcript.
25+ Reports to Track What Matters
On the homepage, each employee has their own custom dashboard. Admins can run status reports by client, date, assignees, and any other custom fields. Export to spreadsheet or PDF.
You can also view a client's profile page to see their ticket history, internal notes, messages, documents, issues, and more.
See the DashboardEverything About Every Owner, In One Place
View a complete owner profile to see their ticket history, internal notes, messages, documents, issues, and more. Whether you call them business associates, BA numbers, account numbers, or owner numbers - you can customize the terminology to align with your organization's lexicon.
Design Your Portal Without Writing Code
Firm App includes a built-in CMS that allows you to design your own menus and pages, customized to the user's profile. Pages can be public or require login, and content can be filtered based on user profile fields like county, region, or state.
Terms like "clients," "tickets," and "employees" can be modified to match your company's terminology.
See Customization OptionsSecurity That Enterprise Energy Companies Require
SOC 2 Type II certified, penetration tested annually, with AES-256 encryption at rest and TLS 1.3 in transit. The infrastructure runs on AWS with multi-region redundancy and immutable backups.
SOC 2 Type II Certified
BARR Advisory issued an unqualified (clean) opinion confirming controls were suitably designed and operated effectively throughout the audit period.
Annual Penetration Testing
Independent third-party security assessments follow OWASP Top 10 methodology with 100% remediation rate.
Speak Your Owners' Language
The web application and mobile apps automatically support instant translation to over 40 languages. Owners can choose their preferred language, and all communications - including AI responses - will be delivered in that language.
Connect to Your Existing Systems
Spreadsheet imports make it easy to quickly load and modify large volumes of data, including employees, clients, tickets, and more. The Firm App API is available for IT teams who need deeper integration.
Spreadsheet Imports
Quickly load and modify employees, clients, tickets, documents, and more through simple spreadsheet uploads.
REST API
- Sync owner data from your systems of record
- Pull ticket data into business intelligence tools
- Trigger workflows from external events
- Automate data updates across platforms
Powering Owner Relations for Energy Companies
Firm App scales from teams managing hundreds of owners to operations with 100,000+ across multiple states. The terminology, fields, workflows, and portal content all adapt to match how your organization actually works - not the other way around.
Join ThemReady to Modernize Your Owner Relations?
Firm App will streamline your processes and enhance client satisfaction. Schedule a demo to see how Firm App can be customized for your organization.
The average employee can answer about 20 tickets per day - many of which could be avoided by putting the right information at your clients' fingertips through a well-designed knowledge base and automated channels.