# FirmRoom Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is FirmRoom the right Document Management solution for you? Explore 44 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/178403/FirmRoom/reviews

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FirmRoom

4.6 (44)

[View alternatives](https://www.capterra.com/p/178403/FirmRoom/alternatives/)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated December 15th, 2025

# Reviews of FirmRoom

Ease of use

4.6

Customer Service

4.6

## Pros and Cons in Reviews

SG

Scott G

Vice President, AcquisitionsInsurance, 1,001 - 5,000 employeesUsed the software for: Less than 6 months.

“I think there are a number of features lacking in comparison to a VDR solution like Intralinks, but that is to be expected at this price point.“

July 21, 2020

## Showing most helpful reviews

Showing 1-25 of 44 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Stephen B.  
Partner  
Banking  
Used the software for: Less than 6 months

### "Great Product - Great People"

July 12, 2019

5.0

Firm Room and Deal Room was by far the nicest people to work with and they have a very good product. They took the time to learn how I wanted to use their product - suggested the right one and I have had no​ issues - it does what they say it does - Noting in beta that is being delayed.

Pros

When looking for a data room - Firm Room and Deal Room was by far the nicest people to work with and they have a very good product. They took the time to learn how I wanted to use their product - suggested the right one and I have had no​ issues - it does what they say it does - Noting in beta that is being delayed.

Cons

no a thing - first rate product - great support

Alternatives considered

[Firmex Virtual Data Room](https://www.capterra.com/p/131320/Firmex-Virtual-Data-Rooms/)[Intralinks VDRPro](https://www.capterra.com/p/131416/Intralinks-Virtual-Data-Room/)[DataRooms.com](https://www.capterra.com/p/130900/DataRooms-com/)

Reason for choosing FirmRoom

nice people, fair pricing, no pressure, quality offering

Review Source

Response from DealRoom

July 16, 2019

Thank you for the review Stephen! Glad to hear you have had a good experience with our software. Thanks again!

MS

Marshall S.  
Associate  
Oil & Energy  
Used the software for: Less than 6 months

### "Easy to use!"

July 10, 2019

4.0

Our experience was great given our need to hide other VDR participants from viewing each other. This is something that other low cost products such as Dropbox have not been able to provide. Additionally, the analytics helped us track the overall activity and participation from the VDR participants as a way to view potential interest.

Pros

I like the simplicity of the product to use and invite people to the virtual data room. Additionally, the low cost of the FirmRoom product is great for a company like mine that will use it about once per quarter. It is perfect for us as we do not want to pay as much as the other products in the market.

Cons

Some participants received the invites within their spam/junk email which was fairly annoying. However, after sending a reminder to participants this wasn't a problem. Only one participant mentioned the site was blocked internally by their IT and they were not able to resolve the issue. That issue was likely remote to the one company participant.

Alternatives considered

[Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/)[Box](https://www.capterra.com/p/148766/Box/)

Reason for choosing FirmRoom

We did not want participants to view one another and we wanted to track who was viewing/downloading data.

Switched from

[Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/)

Participants could view each other and the solution they provided allowed for potential risk to the access of data we were providing.

Review Source

Response from DealRoom

July 11, 2019

Thanks for the feedback Marshall! Happy to hear the software was easy to use! Also appreciate the feedback regarding invites going to spam/junk email, we are always looking to improve the product. Thanks again!

PJ

Pilar J.  
Director Human Resources  
Hospital & Health Care  
Used the software for: 2+ years

### "Diligence assistance"

November 22, 2019

3.0

using it for due diligence projects and I dread having to search for my materials

Pros

searching for specific topics is relatively easy

Cons

organization of projects is dependent upon the administrator and naming conventions are so inconsistent which makes it challenging for an infrequent user to navigate.

Review Source

Response from DealRoom

November 25, 2019

Thank you for your review Pilar! If you have any questions about naming and room organization feel free to reach out to our customer service at any time. Thanks again!

SG

Scott G.  
Vice President, Acquisitions  
Insurance  
Used the software for: Less than 6 months

### "Firmroom Review"

July 21, 2020

4.0

Pros

Pretty good set of features for the price. Easy to add users and content, fairly intuitive for the most part.

Cons

I think there are a number of features lacking in comparison to a VDR solution like Intralinks, but that is to be expected at this price point. Reporting and analytics could have more features / be easier to use. Little things like adjusting file paths to fit within the max length or at least making it easier to quickly identify and manually update file names that are over the max length. Users had issues trying to download Excel/PPT/Word files when they only had certain permissions (can't remember exactly what it was called, I think download watermarked), however there didn't seem to be anywhere that explained that they wouldn't be allowed to download files if they had those permissions. It seems like an error message or warning should have shown up when the permissions were set.

Alternatives considered

[Intralinks VDRPro](https://www.capterra.com/p/131416/Intralinks-Virtual-Data-Room/)

Reason for choosing FirmRoom

Price and did not need full feature set of other products for this purpose, as there was only one buyer in the process and the diligence was relatively limited.

Review Source

Response from DealRoom

July 27, 2020

Thank you for the review, Scott! Happy to hear you found the software intuitive. Thanks again!

AF

Austin F.  
Investment Banking Analyst  
Banking  
Used the software for: 1-2 years

### "Excellent Product for the Price"

June 26, 2019

5.0

Great customer support

Pros

This software has all of the features that I would expect from a Data Room, plus some. As an admin, it is extremely easy to set up and manage user permissions, whether it is by group or individual. The analytics capabilities are also valuable and easy to use. It is so easy to see who has looked, downloaded, uploaded, etc. documents. Uploading and downloading documents, whether one by one or in batches is so simple. And most of all, this product is very affordable compared to other solutions.

Cons

My only complaint is not being able to do a bulk download when the watermark feature is turned on and there are PPT or XLS files in a folder. Instead of a generic error or timeout, it would be great to download all of the available files with a warning or notification about the files that will not be included (because they are PPT/XLS).

Review Source

Response from DealRoom

June 27, 2019

Thanks for feedback Austin! Happy to hear setting permissions and using the analytics has been easy and useful for you! Also appreciate the feedback about bulk downloading, we are always looking to improve the product. Thanks again!

JE

Jan E.  
Analyst  
Investment Banking  
Used the software for: 6-12 months

### "FirmRoom Review"

June 26, 2019

5.0

Pros

The software is the easiest to use of all the data rooms that I have tried. There is the optimal mix of functionality and usability, which makes it easy for both my clients and me to organize our data. The customer support is very responsive and I have always had my issues resolved.

Cons

Sometimes the software can be 'clunky', for instance drag and drop with large folder sizes sometimes doesn't work. Also, the platform as a whole is not visually appealing.

Review Source

Response from DealRoom

June 27, 2019

Thanks for the review Jan! Happy to hear the platform is easy for both you and your client to use and that our customer support has responsive :) Appreciate the feedback on the UI as well, thanks!

CW

Craig W.  
Associate  
Banking  
Used the software for: 6-12 months

### "Excellent Data Room"

July 10, 2019

5.0

Pricing benefits are superior to other highly expensive data room providers.

Pros

Ease of functionality is top-notch Price point is unbeatable Much better than data rooms that charge thousands for no better features and less functionality

Cons

Setting up a billing for individual data rooms was difficult, but customer service helped.

Review Source

Response from DealRoom

July 11, 2019

Thank you for the feedback Craig! Happy to hear the price and ease of functionality worked well for your team. Also appreciate the feedback about setting up billing for individual rooms, we are always looking to improve the product. Thanks again!

VR

Verified Reviewer  
Financial Planning Analyst  
Telecommunications  
Used the software for: 6-12 months

### "Wills Review"

February 15, 2019

5.0

This really helped with the flow of content during our acquisition.

Pros

Easy to move through files and download necessary documents.

Cons

I can’t say anything negative as I had a great experience.

Review Source

Response from DealRoom

February 19, 2019

Thanks for taking time to write a review! Glad to hear you've had a good experience so far, feel free to get in touch if there's anything else we can help with. Thanks again!

VR

Verified Reviewer  
Associate  
Financial Services  
Used the software for: Less than 6 months

### "New User"

June 26, 2019

4.0

Pros

Easy to figure out based on the layout. Download options are straightforward as is the ability to see which files have been recently added to the data room. No difference in functionality compared to higher priced VDR sites like Intralinks or Merrill.

Cons

I have had no issues with the software while I have been using it to date.

Review Source

Response from DealRoom

June 27, 2019

Thank you for the feedback! Glad to hear the platform was easy to use and you haven't had any issues. Thanks for taking time to leave a review!

VR

Verified Reviewer  
Analyst  
Financial Services  
Used the software for: Less than 6 months

### "A solid data room service"

February 15, 2019

5.0

Overall a solid choice for anyone running a dataroom.

Pros

The site was well laid out, and the user interface was intuitive. The addition of the working groups is particularly nice to keep organized who's who.

Cons

My usage is limited as a downloader (and not an admin), but so far I see no shortcomings. I also do not know about the pricing as I am a user, and not a paying customer.

Review Source

Response from DealRoom

February 19, 2019

Thank you for the review! Glad to hear the platform was intuitive and laid out well.

CB

Catalina B.  
Associate  
Banking  
Used the software for: 6-12 months

### "Extremely easy to use and great value for your money!"

February 15, 2019

5.0

Great value for your money!

Pros

Super easy to use! Intuitive layout and easy setup

Cons

Tracking tool seems to be wrong sometimes

Review Source

Response from DealRoom

February 19, 2019

Thanks Catalina! Great to hear the room was easy to use and intuitive. We appreciate the feedback on the tracking tool!

SS

Steven S.  
Managing Partner  
Law Practice  
Used the software for: Less than 6 months

### "File Sharing made easy"

February 18, 2021

5.0

Reasonably easy to use

Pros

Ease of use and sign up to view protected documents

Cons

Login set up did not take the first time.

Review Source

MF

MICHAEL F.  
Partner  
Financial Services  
Used the software for: Less than 6 months

### "FirmRoom helps stay organized "

July 17, 2019

5.0

Single location for all types of due diligence documents

Pros

Clear folder based system that allows for easy access and drill down

Cons

Bit list based, may be more appealing if more visual

Review Source

Response from DealRoom

July 19, 2019

Thank you for the review Michael! And thank you for the feedback, we are always looking to improve!

JB

Jim B.  
Consultant  
Management Consulting  
Used the software for: Less than 6 months

### "Nice simple data room"

January 29, 2019

5.0

Pros

Does everything every other data room does. Where FirmRoom really shines is the customer support! A real live human being is happy to talk to you on the phone and help get things set up.

Cons

The interface was not very intuitive at first, but it makes sense as you use it.

Review Source

Response from DealRoom

February 19, 2019

Thanks for the review Jim! Glad to hear you had a great experience with our customer service team!

JL

JAY L.  
Partner  
Financial Services  
Used the software for: Less than 6 months

### "Pleased with the product."

July 21, 2020

4.0

Collecting and sharing data.

Pros

Right functionality and right ease of use, at the right price.

Cons

No complaints, really. Use it and before long, you'll know how to use. Learning curve for this not terribly difficult.

Reason for choosing FirmRoom

Not Sure/Don't Remember.

Review Source

Response from DealRoom

July 27, 2020

Thank you for the review, Jay! Glad to hear you have had a positive experience with our software. Thanks again!

JG

Jonathan G.  
Senior Analyst  
Capital Markets  
Used the software for: 1-2 years

### "JG Review"

June 27, 2019

5.0

Pros

The capabilities to decipher different buyer groups with different permissions

Cons

It works very well with Chrome but I use Internet Explorer for the most part and the efficiency of the site is being hindered.

Review Source

Response from DealRoom

June 30, 2019

Thanks for the great review Jonathan, and for the feedback about IE. Glad to hear you're have a good experience with the platform!

LM

Livingston M.  
President  
Retail  
Used the software for: 6-12 months

### "First time through a deal with Firm Room"

July 3, 2019

5.0

This was a long and complicated deal. From Room really sped up the papering part.

Pros

Firm Room is very to pick up on. It is intuitive to use. If I got a bit stumped, a few clicks would show me the way.

Cons

Nothing really. It’s a little annoying to have to “accept” all the legal stuff every time you log in. But no big deal.

Review Source

Response from DealRoom

July 10, 2019

Appreciate the feedback Livingston! Happy to hear the platform was easy to pick up on your first time using it and it helped speed up your process. Thanks again!

JS

Jeanna S.  
Legal Assistant  
Telecommunications  
Used the software for: 2+ years

### "FirmRoom is great!"

July 11, 2019

5.0

The simplicity of document organization has been key to our success in FirmRoom

Pros

The format is easy to use as both an administrator and end-user.

Cons

It could be more aesthetically pleasing.

Review Source

Response from DealRoom

July 15, 2019

Thank you for the feedback Jeanna! Happy to hear the software was easy to use for admins and end-users. And we appreciate the feedback on user design, we are always looking to improve the product. Thanks again!

KH

Kendra H.  
Associate Benefits Analyst  
Human Resources  
Used the software for: 6-12 months

### "Great Data Room"

November 27, 2019

5.0

Pros

Its easy to work with, its user friendly and always good tips on how to use the room more usefully.

Cons

Sometimes its hard to download in bulk..

Review Source

Response from DealRoom

December 2, 2019

Thank you for the review Kendra! We are happy to hear that FirmRoom has been easy to use!

KB

Karl B.  
Investment Associate  
Financial Services  
Used the software for: 2+ years

### "Karl's review"

July 21, 2020

3.0

Dataroom

Pros

The software is easy to use and the staff are helpful.

Cons

There could be more how to videos to help.

Review Source

Response from DealRoom

July 27, 2020

Thank you for the review Karl! If you have any questions about the software feel free to reach out to our customer service at any time. Thanks again!

PB

Pamela B.  
HR/Accounting  
Health, Wellness and Fitness  
Used the software for: 6-12 months

### "Firmroom Has Been Amazing"

February 26, 2019

5.0

We are using FirmRoom to upload important company documents to share with employees who work remotely across the country.

Pros

FirmRoom is very user friendly and has made sharing files with remote employees very easy.

Cons

I have not run in to anything I did not like about the software.

Review Source

Response from DealRoom

February 27, 2019

Thanks for the review Pamela! Glad to hear you are having a positive experience with the platform! Appreciate the great feedback!

MS

Matt S.  
Sr. Manager, Corporate Development  
Internet  
Used the software for: Less than 6 months

### "Just like the others"

July 31, 2020

4.0

Neutral - It didn't blow me away, but it also didn't get aggravating.

Pros

Very simple UI. Sign up process was not the clearest - I think there were more than 1 email sent separately? Not sure. Had to go through it because it was the only way to access the files, but nevertheless it was added friction.

Cons

UI was simple - it did not "delight", but definitely did its job. At one point, we could not download files as their original format and only downloadble as pdfs? We had to contact the administrator and explain to him the issue. We got it resolved, but it caused a bit of friction and wasted time. The point of a data room is to go in, see all files, extract data and download if allowed, and be on my way. No text search function? Not one that I recall anyway

Review Source

Response from DealRoom

August 4, 2020

Thank you for the review, Matt! We do have a text search function - please let our customer service know if you have any feature questions in the future. Thanks again!

DB

David B.  
Managing Partner  
Investment Banking  
Used the software for: 6-12 months

### "David Burke review of FirmRoom"

February 22, 2019

5.0

I use FirmRoom for sell side M&A due diligence.

Pros

The product is intuitive and easy to use. This product is comparable to other data rooms I've used at a significantly better price and flexibility in pricing plans make it easier to sell to my clients which are usually smaller sized companies. File trees are easy to create and manage. Downloading is easy and my clients can use this without a lot of training like some other products I've used.

Cons

I ran into some issues adding and inviting members that I solved by closing out and restarting. I don't know if this was a glitch or my error.

Review Source

Response from DealRoom

February 26, 2019

Thanks for the review David! Glad to hear the interface was easy to use! We appreciate the high recommendation.

DK

Daniel K.  
Managing Director  
Investment Banking  
Used the software for: 6-12 months

### "Best M&A Data Room - Middle Market I-Bank"

February 22, 2019

5.0

We have used a dozen or more data room providers in the last 5 years. FirmRoom by far exceeds anything else we have used in terms of feature/functionality and overall value.

Pros

Simplicity (everything needed and nothing else) Speed (upload and download) Value / Pricing (nothing else compares) Ability to easily manage multiple data rooms at once

Cons

Really no complaints yet and we have used it across our firm on multiple deals.

Review Source

Response from DealRoom

February 26, 2019

Thanks for the great review Daniel We appreciate you taking the time to leave feedback!

KY

Kevin Y.  
Principal  
Investment Banking  
Used the software for: Less than 6 months

### "Healthcare Services Investment Bank"

June 26, 2019

5.0

Pros

Unlimited storage for a fixed fee is key. Reasonable pricing and overall interface is easy to use and intuitive.

Cons

It is not highly adopted yet, so a lot of clients and buyers need to learn the platform.

Review Source

Response from DealRoom

July 10, 2019

Thanks for the review Kevin! Happy to hear our pricing is favorable for you and that the platform in intuitive to use. Appreciate the feedback!

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