Firmloom
The difference What it builds Permissions Security
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01  /  What Firmloom is

Your company already knows the answer. Firmloom remembers it.

Firmloom turns your company's Microsoft 365 — email, Teams, files, calendar — into a permanent, permission-aware memory. It plugs into the assistant you already use — Copilot, Claude, or ChatGPT, via MCP — so answers come from what your company already knows.

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Connects via Microsoft Graph · Admin consent · No forwarding rules
Scope
One person → Whole teams
Lifespan
One session → Permanent record
Direction
Answers questions → Builds intelligence
02  /  The difference

An assistant is a tool each person picks up. Firmloom is the memory they all share.

A chatbot knows what you paste into it — once, for one person, gone when the tab closes. Firmloom isn't another chatbot; it's the shared memory underneath the assistants your teams already use. Your company's knowledge doesn't live in your CRM — it lives in a hundred thousand emails, and until now it left when people did.

Assistant, used alone
A one-off answer
− Knows only what you paste into the window
− Forgets everything the moment the chat closes
− Every teammate re-asks the same question from scratch
− When someone leaves, their context leaves with them
Firmloom, across the team
A memory that compounds
Reads across your teams’ real email, files, and calendars
Keeps a permanent, always-current record of every account and decision
One shared source of truth — ask once, everyone benefits
Context stays with the company, not the person who happened to hold it
03  /  In practice

The same question. Two very different answers.

One person asks. A standalone assistant starts blank; Firmloom answers from what your company already knows — never past what the person asking is allowed to see.

Asked
What did we tell this customer about pricing last quarter?
−
AssistantI don’t have access to your email or past conversations.
FirmloomThe CRM says “proposal sent.” The thread says they pushed back on price — twice — before you held at list in March.
Answered from threads you can already open.
Asked
What was decided in that thread, and why?
−
AssistantI can’t see that thread or what was decided in it.
FirmloomReconstructed the decision: who signed off, the reasoning they gave, and the message it was settled in.
Traced through the decision trail, with sources.
Asked
Who picked up where the last owner left off?
−
AssistantI don’t have information about your team or its history.
FirmloomThe account passed from Sam to Rosalind in Q2 — full history intact, nothing dropped in the handoff.
Pulled from account memory, scoped to you.
04  /  What it builds

Not retrieval. Intelligence that spans your teams.

Firmloom doesn't just find the email. It connects people, threads, and decisions into a map of how your company actually works — kept current as new messages land.

A
Relationship graph
Who talks to whom, on what, and how often — across every account and internal team.
B
Decision trail
What was decided, by whom, and the reasoning behind it — reconstructed from the threads themselves.
C
Commitment ledger
Every promise made to a client or colleague, its owner, and its due date, tracked as it moves.
D
Account memory
A living history per client that survives handoffs, reorgs, and departures intact.
When the person who ran an account leaves, the account's memory stays. The next person inherits the whole history — not an empty inbox.
05  /  How it works

Connect once. Ask from anywhere.

STEP 1
Connect Microsoft 365
One tenant-wide admin consent through Microsoft Graph. Firmloom backfills the trailing 24 months and keeps a live delta sync — no agents, no forwarding rules.
STEP 2
It builds permission-aware memory
Every message, file, and event is indexed with the exact access controls it already carries in Microsoft 365. HR, legal, and personal categories are excluded before anything is stored.
STEP 3
Ask from any MCP client
Each person gets a personal MCP link. Paste it into Claude, Copilot, or ChatGPT and answers arrive scoped to precisely what that person is allowed to see.
06  /  Permissions & security

Memory that respects who's allowed to know what.

Other "company memory" tools pool everything into one shared brain by default. Firmloom starts from the opposite floor: personal scope — everyone sees only what they could already open in Microsoft 365.

Team and hierarchy scopes deliberately go further than native Microsoft 365 ever allows — and every one of those elevations is explicit, admin-confirmed, disclosed to the company, audited, and revocable. Other tools pool everyone into the same shared brain by default; we give each person exactly the memory they're entitled to, with the grants on the record.

Retrieval never exceeds a user
Every query runs against the asker’s own Microsoft 365 permissions. If they couldn’t open the thread, Firmloom won’t surface it.
HR, legal, and personal mail excluded
Sensitive categories are filtered before ingestion, in every scope, with no override on personal threads.
Hierarchy scope, opt-in and disclosed
Leaders can query their downward org tree — never upward or lateral — only after admin sign-off, and only once the whole company is told it's on.
Every answer is auditable
A complete log shows who asked what and exactly which threads and files each answer drew from.
Access scopepersonal is the floor
Person
Own team
Full org
HR / legal
Sam Reyes
Account exec
Rosalind Osei
COO
Anyone, ever
Sensitive data
Retrievable
Blocked
Security & trust

Governed exactly the way your company already governs it.

Governed access, not a shared pool
Personal scope reads live off Microsoft Graph — never copied into a flat pool anyone can reach. Team and hierarchy scopes exceed native M365 only through grants that are explicit, admin-confirmed, and revocable.
Sensitive data never ingested
HR, legal, and personal categories are filtered out before anything is embedded or stored.
Complete audit log
Every question and the exact sources behind its answer are recorded and exportable for review.
Verifiable data purge
Delete all ingested mail, embeddings, and derived data for your tenant — confirmable and complete.

Deal reviews no longer open with twenty minutes of re-explaining. Everyone walks in already caught up — and it only ever shows what each person could already open.

Give your company a memory.

People leave. Inboxes stay. Firmloom turns what's already been said into memory your whole leadership team can query.

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Admin consent required · Verifiable data purge anytime
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