About Us
How we work with clients
Our Software
- Outlook Send Assistant
- Metadata Assistant
- Numbering Assistant
- Forms Assistant
- Keep in Touch (KIT) Software
- Redact Assistant
- Pleading Assistant
- Custom Solutions
- Product and Custom Videos
Professional Services
- Migration Roundtable (for Microsoft Office)
- Master Series Training
- Office 365
- Office 2019 and 2016
- iManage Roll-outs and Training
- NetDocuments Roll-outs and Training
- Worldox Roll-outs and Training
- Project Management
- Onsite or Online Training
- Microsoft Teams
- Supplemental Support and Overflow
- eLearning and courseware
- Change Management
- Executive Briefings and Presentations
- Partner retreat technology presentations
- Bar Association Meetings
- HotDocs development and training
Get help when you need it
- Clients can access our online support portal 24 hours a day.
- In addition to support, clients can access quick reference cards and other materials from this site.
- Video modules available to active annual maintenance clients.
- If you need training or additional support, please let us know. We offer online, on demand training options that are available for purchase at a reasonable rate.