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Welcome to the Online Document Management & Collaboration blog, by Firmex, an online space to discuss about secure document exchange and collaboration, virtual data room technology and its applications, secure online collaboration for corporations, law firms and finance, M&A trends and news, secure extranets and many other related topics.

You can browse our posts by section, category and author. Be sure to check back often because we are adding new content all the time. Feel free to join the online discussions leaving us your comments. Let us know what you think!


Information gathering and note-taking apps can help busy attorneys manage the constant stream of information and avoid information overload.


Sometimes, in this new Web 2.0 world, it’s easy to feel overwhelmed with information. Organizing the flow of information, for both work and personal uses, is one way to manage the constant stream of information and reduce information overload. Read more…


Nicole Black Leave a comment Cloud Computing, Legal, SaaS


Strategic inflection points indicate the astonishing ways in which the economics of industry change as time progresses.


I am reading Only the Paranoid Survive by Andy Grove, the legendary CEO of Intel.  In the book, Grove focuses on dramatic changes to the economics of an industry, which he calls “strategic inflection points.”    One “inflection point” he discusses is the disruption the PC brought to the computing industry.

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Joel Lessem Leave a comment Cloud Computing, Corporate & Finance, Industry Trends, Information Management, Legal


There are many ways attorneys can make use of a virtual data room in their practice, including efficiently managing and storing data, securely transferring large volumes of documents outside the firewall and much more.


As I’ve discussed in the past, online collaboration platforms generally allow for far more secure communication than email and offer attorneys a secure online location for collaboration.

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Nicole Black 1 comment Due Diligence, Information Management, Legal, M&A Transactions, Product & News, Virtual Data Room - FAQ, virtual data room


A virtual deal room is a convenient tool to securely organize and share large volumes of documents during the Private Placement process. An online document repository, or virtual deal room, is an attractive alternative to email for collecting and sharing this information in an organized fashion while keeping the data safe.


Recently, I have been talking to professionals that specialize in issuing private placements. A private placement is a funding round of securities that are issued to a select group of targeted, private investors. In my discussions, it has become apparent that there is an opportunity for professionals in this space to leverage the capabilities of a virtual data room, particularly if they manage more than one of these transactions annually.

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Aaron Booth Leave a comment Cloud Computing, Corporate & Finance, Due Diligence, Information Management, SaaS, virtual data room


Web-based scheduling applications can greatly simplify the process of determining a mutually agreeable meeting time.


One of the more annoying tasks that many of us encounter on a nearly daily basis is attempting to coordinate a meeting or phone conference amongst a group of people. Generally, an agreed upon date and time is arrived upon only after a flurry of emails have gone back and forth between participants.

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Nicole Black 2 comments Cloud Computing, Information Management, Legal, SaaS