Oil & Gas Owner Relations
Your owners call because they care about their mineral rights. They deserve answers - fast, accurate, and personal. Firm App gives your team the tools to deliver exceptional service at scale, without burning out your staff or sacrificing the personal touch that builds trust.
What Your Owners Expect
Mineral rights owners aren't just account numbers. They're landowners, families, estates - people who've entrusted you with something valuable. They expect you to treat it that way.
To Know When Payments Are Coming
Commodity prices fluctuate. Production varies. But uncertainty about payments creates anxiety and phone calls.
Quick Answers to Questions
Whether it's a simple status check or a complex transfer inquiry, waiting days for a response isn't acceptable.
Access to Their Documents
1099s, payment histories, division orders - owners shouldn't have to call you for documents they should be able to access themselves.
Professional, Responsive Service
Every interaction shapes their perception of your organization. Consistency matters.
Owner Account Management
Generic helpdesk software treats every contact the same. But in owner relations, context is everything. Is this the third call from an estate attorney handling a deceased owner's transfer? Or a first-time inquiry about a new well?
Firm App links every contact to their owner/account numbers from your system of record. One person can have multiple accounts. One account can have multiple contacts - spouses, trustees, attorneys. And every interaction is tracked against the right owner, giving your team instant context.
Give Owners What They Want Most
"Where's my check?" The question that consumes more staff time than any other. Self-service payment visibility doesn't just reduce calls - it improves owner satisfaction by giving them the information they want, when they want it.
12-Month History Charts
Visual payment trends help owners understand production patterns
Payment Breakdowns
Detailed information about each payment's components
Push Notifications
Owners get notified the moment payments post
Export for Tax Prep
Easy exports for accountants and tax preparation
Division Orders & Tax Documents
The paperwork of owner relations is time-consuming but critical. Firm App streamlines document workflows without sacrificing the audit trails you need for compliance.
Division Order Support
Division orders require multiple approvals and careful tracking. Firm App routes them through your workflow automatically:
W-9 Collection
Annual W-9 campaigns shouldn't consume weeks of staff time. Automate the process:
1099 Delivery
January's 1099 rush creates predictable call volume spikes. Portal delivery changes that:
Meet Owners Where They Are
Some owners prefer phone calls. Others email. The younger generation wants mobile apps. Firm App unifies every channel into a single inbox - so your team never misses a message and owners get consistent service regardless of how they reach out.
Phone
AI answers and routes calls intelligently. Voicemail transcription. Call recordings with full transcripts. Every conversation becomes a searchable ticket.
Dedicated email addresses for your team. AI reads and routes automatically based on content. Full thread history preserved. No more lost emails in shared inboxes.
Owner Portal
Self-service access to payments, documents, and ticket status. AI-powered help answers questions instantly. Available on web and mobile apps.
Web Forms
Custom intake forms for specific requests. Photo attachments for field incidents. GPS location capture. E-signature capability for approvals.
Every channel flows into one place. Your team sees everything - no matter how the owner reached out.
Workflow Automation
Owner relations involves predictable workflows that cross department boundaries. Address changes need Land, Accounting, and Data Entry. Ownership transfers require Legal, Land, and Accounting. Firm App automates the routing so nothing falls through cracks.
Address Change
Ownership Transfer
Deceased Owner
The Transformation
Before Firm App
After Firm App
See How Firm App Works for Owner Relations
Schedule a personalized demo to see how Firm App handles your specific workflows. Or call and let our AI show you what your owners will experience.