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Creating and Managing AI Agents Discover the comprehensive process of setting up AI agents using Firm App, from initial creation to customization and deployment. Step 1 Firm App offers robust artificial intelligence capabilities,...

Creating and Managing Custom Field Banners In this process, you will learn how to create custom fields for owner accounts and contacts, including setting up a visible banner to highlight specific information. This is useful for distinguishi...

Firm App Form Builder This document provides a detailed overview of using the form builder in Firm App. It outlines the step-by-step instructions to create, modify, and manage forms effectively. Whether you are adding n...

Knowledge Base Overview This document outlines the process of integrating a knowledge base within a Firm App account. The knowledge base serves as the core content that feeds AI agents, ensuring they have access to accura...

Managing Contacts This process outlines the steps necessary to manage and interact with various user types within a system. You will learn how to access and customize contact information, create and manage custom fi...

Managing Employee Profiles This document provides a detailed process on how to manage employee profiles within the Firm App system. The process involves accessing and editing employee information, inviting new team members,...

Managing Owner Accounts for Oil and Gas Companies In this document, you will learn how to effectively manage owner accounts within the owner relations group of an oil and gas company. The process involves handling account numbers, tracking informa...

Navigating Roles and Permissions This document provides detailed instructions on managing roles and permissions within Firm App. It outlines how to customize user access and visibility settings for employees and contacts, ensuring...

Navigating the Firm App Ticketing System This document provides a comprehensive overview of how to efficiently manage and report on client inquiries within the Firm App through the ticket report feature. It includes step-by-step instructi...

Ticket Notifications This document provides a comprehensive overview of configuring notification settings in Firm App. It guides users through the steps necessary to set up and customize notifications for tickets or is...

Workflow Creation in Firm App This document outlines the process of creating and managing workflows within your Firm App account. Workflows are essential for automating the generation of tickets, assigning responsibilities, and...

Adaptable & Easy

Firm App is designed for flexibility. The software should fit your processes, not the other way around.

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Modern Efficiency

Let Firm App route support tickets and send payment alerts. Use AI to automatically answer common questions.

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Email & Phone Ticketing

Offer email & phone-based support for owners who prefer not to use the Firm App iPhone or Android apps.

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Happy Stakeholders

Give land and royalty owners quick answers, a place to ask questions, and real-time payment info without lifting a finger.

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iPhone/Android Apps, Phone System, Email Ticketing - All-in-One

Firm App streamlines operator-owner relations. It addresses the needs of both surface and royalty owners by providing self-service support, real-time payment alerts, and document exchange, and more. Firm App is not just a tool, it's a solution shaped around the real needs of energy operators and their many stakeholders.

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Adaptable & Easy

Modern Efficiency

Email & Phone Ticketing

Happy Stakeholders

iPhone/Android Apps, Phone System, Email Ticketing - All-in-One

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