Running Your Firm Like a Pro with Quivr’s Firm Record
In the world of financial planning, efficiency and oversight are everything. Whether your team is managing hundreds of clients or refining internal processes, having a clear, centralized view of your firm’s activity can make or break productivity.
That’s where Quivr’s Firm Record comes in — your control center for running your business like a pro.
What Is the Firm Record?
The Firm Record is the central hub inside Quivr CRM that allows firm owners and admins to track everything happening across their organization. Rather than bouncing between client profiles, tasks, and spreadsheets, you can see — and manage — the big picture from one streamlined dashboard.
Think of it as your mission control. From here, you can:
Automate recurring or firm-level processes
Access shared firm documents, templates, and workflows
Assign and delegate responsibilities to your team
Gain visibility into how your firm is operating day-to-day
The Firm Record brings together your operational and client management tools into one cohesive view — helping teams stay aligned and efficient.
Why Firm-Level Management Matters
As your firm grows, it’s easy for things to get lost in the shuffle. Tasks, workflows, and responsibilities can become siloed within individual client records. The Firm Record solves this by creating a single source of truth for your entire operation.
Here’s what that means in practice:
Streamlined oversight: You can see what’s due, what’s in progress, and what’s falling behind — all in one place.
Team accountability: Delegate with clarity and track completion without micromanaging.
Consistency: Ensure every client gets the same high-quality experience by standardizing your firm’s processes.
With the Firm Record, your firm doesn’t just function — it operates like a system.
Automate and Scale Smarter
One of the most powerful aspects of Quivr’s Firm Record is how it integrates with automation. You can launch firm-wide workflows, recurring check-ins, or compliance reviews automatically.
No more creating the same task 50 times or wondering if something slipped through the cracks. With Quivr, once a process is defined, it runs consistently — freeing your team to focus on clients rather than logistics.
Get Started Today
Running your firm like a pro starts with having the right tools in place. Quivr’s Firm Record gives you the structure, visibility, and automation to scale without sacrificing quality or control.
👉 Ready to see it in action?
Schedule a demo and learn how Quivr CRM can help your firm operate more efficiently than ever.
